15 Small Cap Financial Stocks Hedge Funds Are Buying
Much like other sectors of the economy, the financial and banking sector is likely to take a hit from the tariff uncertainty and recession fears.
Morningstar Inc. (MORN)
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Sector: Investment Advice
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 | 1,374,435 | $462,854,731 | -22% | 1.83% |
| 2. | Millennium Management Israel Englander | 287,658 | $96,871,708 | -42% | 0.04% |
| 3. | Renaissance Technologies Jim Simons | 188,370 | $63,435,481 | +3% | 0.09% |
| 4. | Royce & Associates Chuck Royce | 170,680 | $57,478,197 | -11% | 0.53% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 168,026 | $56,584,436 | 0.08% |
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 |
|---|---|---|---|---|---|---|
| $287.47 | 57 | Large Shareholder, Officer, Director | 10,027,836 | 2025-03-14 | Filing | |
| $286.96 | 788 | Large Shareholder, Officer, Director | 10,027,893 | 2025-03-14 | Filing | |
| $285.91 | 183 | Large Shareholder, Officer, Director | 10,028,681 | 2025-03-14 | Filing | |
| $284.84 | 263 | Large Shareholder, Officer, Director | 10,028,864 | 2025-03-14 | Filing | |
| $283.22 | 59 | Large Shareholder, Officer, Director | 10,029,127 | 2025-03-14 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 255,057 | $76,902,235 | 0.13% | |
| 2. | 103,384 | $31,002,020 | 0.62% | |
| 3. | 76,177 | $22,843,134 | 0.02% | |
| 4. | 62,103 | $18,622,623 | 0.27% | |
| 5. | 56,795 | $17,031,264 | 0.48% |
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