Morningstar
MORN
MORN
323 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, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
17% less repeat investments, than reductions
Existing positions increased: 105 | 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
323
Holding in Top 10
4
Calls
$8.29M
Puts
$32M
Top Buyers
| 1 | +$134M | |
| 2 | +$28M | |
| 3 | +$22.9M | |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
+$18.3M |
| 5 |
JP Morgan Chase
New York
|
+$13.5M |
Top Sellers
| 1 | -$112M | |
| 2 | -$20.5M | |
| 3 | -$15.9M | |
| 4 |
ECM
Engle Capital Management
Greenwich,
Connecticut
|
-$15.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$14.4M |