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Morningstar
MORN
MORN
244 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 70 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
55% more call options, than puts
Call options by funds: $3.13M | Put options by funds: $2.02M
48% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 21
33% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 70
4% more funds holding
Funds holding: 234 → 244 (+10)
1.35% more ownership
Funds ownership: 44.73% → 46.08% (+1.4%)
4% more capital invested
Capital invested by funds: $2.76B → $2.88B (+$122M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
244
Holders Change
+10
Holders Change %
+4.27%
% of All Funds
5.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
93
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K
Top Buyers
| 1 |
Invesco
Atlanta,
Georgia
|
+$48.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.3M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$11.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.77M |
Top Sellers
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$15.4M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$11.4M |
| 3 |
Charles Schwab
San Francisco,
California
|
-$9.49M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$7.59M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$6.07M |
