Morningstar
MORN
MORN
323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
7% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 94
30% less call options, than puts
Call options by funds: $12.2M | Put options by funds: $17.5M
Holders
323
Holding in Top 10
2
Calls
$12.2M
Puts
$17.5M
Top Buyers
| 1 | +$287M | |
| 2 | +$131M | |
| 3 | +$89.1M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$81.8M |
| 5 |
State Street
Boston,
Massachusetts
|
+$73.7M |
Top Sellers
| 1 | -$112M | |
| 2 | -$101M | |
| 3 | -$79.3M | |
| 4 |
Millennium Management
New York
|
-$65.2M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$18.8M |