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Morningstar

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

13% more capital invested

Capital invested by funds: $1.42B → $1.61B (+$191M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 39.19%38.97% (-0.22%)

Holders
180
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
$1.77M
Puts
$19K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$15.4M
27
$14.1M
28
$13.7M
29
$12.9M
30
$11.8M
31
$11M
32
$10.4M
33
$6.82M
34
$6.62M
35
$6.41M
36
$6.24M
37
$6.14M
38
$5.67M
39
$4.85M
40
$4.75M
41
$4.09M
42
$3.68M
43
$3.68M
44
$3.49M
45
$3.29M
46
$3.17M
47
$3.13M
48
$2.92M
49
$2.75M
50
$2.74M