Morningstar, Inc. (MORN): A Bull Case Theory
We came across a bullish thesis on Morningstar, Inc. (MORN) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc.
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 | 1,172,567 | $351,617,666 | -15% | 1.52% |
| 2. | Millennium Management Israel Englander | 540,795 | $162,168,197 | +88% | 0.09% |
| 3. | Renaissance Technologies Jim Simons | 235,270 | $70,550,415 | +25% | 0.11% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 162,936 | $48,859,618 | +40% | 0.04% |
| 5. | Royce & Associates Chuck Royce | 137,533 | $41,242,021 | -20% | 0.45% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $152.69 | 5 | $745.41 | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $308.71 | 10 | $3,087.10 | 9,427,836 | 2025-05-27 | Filing | |
| $307.97 | 114 | $35,108.63 | 9,427,846 | 2025-05-27 | Filing | |
| $306.96 | 564 | $173,123.92 | 9,427,960 | 2025-05-27 | Filing | |
| $306.14 | 356 | $108,984.24 | 9,428,524 | 2025-05-27 | Filing | |
| $305.06 | 202 | $61,622.34 | 9,428,880 | 2025-05-27 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 105,430 | $33,097,640 | 0.05% | |
| 2. | 60,980 | $19,143,343 | 0.27% | |
| 3. | 30,985 | $9,727,121 | 1.77% | |
| 4. | 12,179 | $3,823,349 | 0.3% | |
| 5. | 7,500 | $2,354,475 | 0.48% |
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