Morningstar
MORN
MORN
340 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 100 increasing their positions, 129 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.54% more ownership
Funds ownership: 52.19% → 53.72% (+1.5%)
22% less repeat investments, than reductions
Existing positions increased: 100 | Existing positions reduced: 129
52% less call options, than puts
Call options by funds: $8.24M | Put options by funds: $17.2M
Holders
340
Holding in Top 10
8
Calls
$8.24M
Puts
$17.2M
Top Buyers
| 1 | +$213M | |
| 2 | +$116M | |
| 3 | +$30.3M | |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
+$21.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
Top Sellers
| 1 | -$51.3M | |
| 2 | -$28.8M | |
| 3 | -$26.4M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.9M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$12.3M |