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 | 2,594,894 | $800,187,463 | -14% | 2.82% |
| 2. | Royce & Associates Chuck Royce | 224,994 | $69,381,400 | +1% | 0.61% |
| 3. | Praesidium Investment Management Company Kevin Oram And Peter Uddo | 140,192 | $43,231,007 | -21% | 6.37% |
| 4. | Millennium Management Israel Englander | 126,064 | $38,874,356 | +8886% | 0.01% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 34,465 | $10,627,972 | -49% | 0.01% |
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 |
|---|---|---|---|---|---|---|
| $301.70 | 130 | Large Shareholder, Officer, Director | 10,697,450 | 2024-05-16 | Filing | |
| $301.04 | 2,513 | Large Shareholder, Officer, Director | 10,697,580 | 2024-05-16 | Filing | |
| $300.26 | 3,419 | Large Shareholder, Officer, Director | 10,700,093 | 2024-05-16 | Filing | |
| $301.87 | 1,388 | Large Shareholder, Officer, Director | 10,703,512 | 2024-05-15 | Filing | |
| $301.03 | 2,947 | Large Shareholder, Officer, Director | 10,704,900 | 2024-05-15 | 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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