Is Morningstar, Inc. (MORN) A Good Stock To Buy Now?
Is MORN a good stock to buy? We came across a bullish thesis on Morningstar, Inc. on Countervail Capital’s Substack by Johann Colloredo-Mansfeld.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 448,870 | $75,881,474 | +39% | 0.12% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 394,931 | $66,763,086 | +39% | 0.04% |
| 3. | Royce & Associates Chuck Royce | 174,275 | $29,461,189 | +22% | 0.29% |
| 4. | Caxton Associates LP Bruce Kovner | 24,977 | $4,222,362 | 0.1% | |
| 5. | Walleye Capital Will England | 20,166 | $3,409,062 | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $186.59 | 1,000 | $186,590.00 | 9,480 | 2026-03-04 | Filing | |
| $234.68 | 5 | $1,152.30 | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | $803.00 | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | $801.04 | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | $746.77 | 5,866 | 2019-11-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $177.96 | 3,530 | $628,197.39 | 8,088,740 | 2026-05-12 | Filing | |
| $177.16 | 1,732 | $306,837.14 | 8,092,270 | 2026-05-12 | Filing | |
| $176.01 | 1,988 | $349,898.54 | 8,094,002 | 2026-05-12 | Filing | |
| $176.72 | 18 | $3,180.87 | 8,095,990 | 2026-05-11 | Filing | |
| $175.96 | 7,232 | $1,272,520.30 | 8,096,008 | 2026-05-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,338,218 | $395,275,707 | 0.01% | |
| 2. | 1,051,820 | $177,810,171 | 0.01% | |
| 3. | 989,467 | $167,269,396 | 0% | |
| 4. | 645,384 | $109,102,164 | 0.43% | |
| 5. | 517,769 | $87,513,841 | 0.02% |