Morningstar
MORN
MORN
317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
0.53% more ownership
Funds ownership: 55.32% → 55.85% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
64% less call options, than puts
Call options by funds: $715K | Put options by funds: $1.97M
Holders
317
Holding in Top 10
3
Calls
$715K
Puts
$1.97M
Top Buyers
| 1 | +$230M | |
| 2 | +$47.3M | |
| 3 | +$28.6M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$25M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$13.6M |
Top Sellers
| 1 | -$28.8M | |
| 2 | -$22.5M | |
| 3 | -$12.8M | |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$10.9M |
| 5 |
RP
Regal Partners
Sydney, NSW,
Australia
|
-$10.4M |