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Morningstar
MORN
MORN
324 hedge funds and large institutions have $5.65B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 106 increasing their positions, 126 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
0.07% more ownership
Funds ownership: 54.7% → 54.78% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less funds holding
Funds holding: 336 → 324 (-12)
12% less capital invested
Capital invested by funds: $6.39B → $5.65B (-$739M)
16% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 126
20% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 40
74% less call options, than puts
Call options by funds: $8.29M | Put options by funds: $32M
Holders
324
Holders Change
-12
Holders Change %
-3.57%
% of All Funds
5.46%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
106
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$134M |
| 2 |
Morgan Stanley
New York
|
+$28M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.9M |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
+$18.3M |
| 5 |
JP Morgan Chase
New York
|
+$13.5M |
