Morningstar
MORN
MORN
135 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
less call options, than puts
Call options by funds: $ | Put options by funds: $
less capital invested
Capital invested by funds: $ → $
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
Holders
135
Holding in Top 10
1
Calls
$713K
Puts
$801K
Top Buyers
| 1 | +$15.8M | |
| 2 | +$5.58M | |
| 3 | +$2.99M | |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$2.55M |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$2M |
Top Sellers
| 1 | -$48.5M | |
| 2 | -$17.2M | |
| 3 | -$14.2M | |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.32M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.05M |