15 Small Cap Financial Stocks Hedge Funds Are Buying
Much like other sectors of the economy, the financial and banking sector is likely to take a hit from the tariff uncertainty and recession fears.
Morningstar Inc. (MORN)
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Sector: Investment Advice
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 137,533 | $41,242,021 | -20% | 0.45% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 1,783 | $534,668 | 0% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 855 | $123,846 | +20% | 0.1% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | Director | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | Director | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | Director | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | Director | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | Director | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $306.79 | 1,052 | Large Shareholder, Officer, Director | 9,488,455 | 2025-05-08 | Filing | |
| $305.93 | 2,358 | Large Shareholder, Officer, Director | 9,489,507 | 2025-05-08 | Filing | |
| $305.15 | 968 | Large Shareholder, Officer, Director | 9,491,865 | 2025-05-08 | Filing | |
| $303.87 | 426 | Large Shareholder, Officer, Director | 9,492,833 | 2025-05-08 | Filing | |
| $302.52 | 1,750 | Large Shareholder, Officer, Director | 9,493,259 | 2025-05-08 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,704,022 | $810,855,011 | 0.02% | |
| 2. | 2,660,458 | $797,791,540 | 0.01% | |
| 3. | 862,259 | $258,565,605 | 0.09% | |
| 4. | 270,177 | $81,017,830 | 0.02% | |
| 5. | 255,057 | $76,902,235 | 0.13% |
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Billionaire Hedge Funds
