Morningstar, inc. MORN.US Whale Interest Analysis

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MORN Whale Interest Score

3

24

15

Slight Interest
  • AI analysis rates MORN with  a lower whale interest score of 2.
  • While ownership is  relatively concentrated, it also brings higher risks to the stock.
  • Institutions have  started selling.
  • Tracking 10 prominent institutions, the following have traded this quarter:
    • Buying: Renaissance Technologies LLC
    • Selling: None

MORN Whale Interest Reference Factors

According to the latest 13F reports, we summarizes key information, including whale invest rate, number of institutions, and related fund flows, providing an overview of major institutional activity.

Update to 2025/2/18 (Quarterly Update)

Net Flow (Inflow - Outflow)-$43.55M

Capital Inflow

$599.66M

Accumulator : 171 $384.09M
Initiator : 65 $215.57M

Capital Outflow

$643.21M

Reducer : 170 $609.43M
Liquidator : 32 $33.78M

MORN Historical Whale Interest Score

You can use historical scores of 3 or above to observe potential performance and make investment decisions.

Prominent Inst. Holdings of MORN

The buying and selling records of 10 well-known and widely followed institutions for this stock over the past year are listed in the table below.

2024Q4Shares

188.37 K3%

2024Q3Shares

183.47 K4%

2024Q2Shares

176.87 K-5%

2024Q1Shares

186.5 K-14%

MORN Insider Transactions

According to the statistics, a total of 4 insiders have conducted stock transactions in the past year, with a total of 217 trades. All trades were selling transactions (with a total of 314.62K shares sold).

MORN Top 5 Insider Shareholders

Top 10 High Relevance to MORN Whale Interest Score