Morningstar
MORN
MORN
152 hedge funds and large institutions have $1.42B invested in Morningstar in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
4% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 50
0.55% more ownership
Funds ownership: 38.64% → 39.19% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
152
Holding in Top 10
1
Calls
$2.81M
Puts
$603K
Top Buyers
| 1 | +$27.3M | |
| 2 | +$12.7M | |
| 3 | +$3.22M | |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.14M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
+$2.98M |
Top Sellers
| 1 | -$24.8M | |
| 2 | -$5.86M | |
| 3 | -$4.08M | |
| 4 |
BlackRock
New York
|
-$3.82M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$2.45M |