MORN icon

Morningstar

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 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 ownership

Funds ownership:

less funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $393K

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
$393K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$12.1M
27
$11.3M
28
$10.9M
29
$9.82M
30
$9.43M
31
$8.44M
32
$7.46M
33
$7.42M
34
$7.33M
35
$4.98M
36
$4.79M
37
$4.6M
38
$4.39M
39
$4.27M
40
$4.15M
41
$3.88M
42
$3.86M
43
$3.69M
44
$3.64M
45
$3.47M
46
$2.79M
47
$2.76M
48
$2.6M
49
$2.57M
50
$2.51M