Morningstar
MORN
MORN
137 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 50 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Holders
137
Holding in Top 10
2
Calls
$175K
Puts
–
Top Buyers
| 1 | +$18.3M | |
| 2 | +$3.4M | |
| 3 | +$2.9M | |
| 4 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$2.77M |
| 5 |
Bank of New York Mellon
New York
|
+$2.61M |
Top Sellers
| 1 | -$7.42M | |
| 2 | -$6.25M | |
| 3 | -$4.8M | |
| 4 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$3.45M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$3.16M |