Does Morningstar (MORN) Provide Good Value Growth?
Bonhoeffer Capital Management, an asset management company, released its third-quarter 2023 investor letter. A copy of the same can be downloaded here.
Morningstar Inc. (MORN)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 2,984,027 | $854,147,888 | -18% | 3.04% |
| 2. | Royce & Associates Chuck Royce | 223,652 | $64,018,148 | +2% | 0.59% |
| 3. | Praesidium Investment Management Company Kevin Oram And Peter Uddo | 177,195 | $50,720,297 | -12% | 6.25% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 67,375 | $19,285,420 | -6% | 0.03% |
| 5. | 44,100 | $12,623,184 | +15% | 0% |
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 |
|---|---|---|---|---|---|---|
| $291.63 | 593 | Large Shareholder, Officer, Director | 10,750,266 | 2024-05-02 | Filing | |
| $290.80 | 3,911 | Large Shareholder, Officer, Director | 10,750,859 | 2024-05-02 | Filing | |
| $289.70 | 2,185 | Large Shareholder, Officer, Director | 10,754,770 | 2024-05-02 | Filing | |
| $288.87 | 1,063 | Large Shareholder, Officer, Director | 10,756,955 | 2024-05-02 | Filing | |
| $287.66 | 569 | Large Shareholder, Officer, Director | 10,758,018 | 2024-05-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,576,670 | $737,546,021 | 0.01% | |
| 2. | 2,392,043 | $684,698,429 | 0.01% | |
| 3. | 1,936,055 | $554,176,911 | 0.04% | |
| 4. | 1,322,451 | $378,538,374 | 1% | |
| 5. | 1,292,308 | $369,910,301 | 0.03% |
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