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Morningstar
MORN
MORN
295 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 118 increasing their positions, 90 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
31% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 90
16% more capital invested
Capital invested by funds: $4.83B → $5.62B (+$790M)
2% more call options, than puts
Call options by funds: $2.62M | Put options by funds: $2.57M
0.87% more ownership
Funds ownership: 50.05% → 50.92% (+0.87%)
4% less funds holding
Funds holding: 308 → 295 (-13)
33% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 39
Holders
295
Holders Change
-13
Holders Change %
-4.22%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
118
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M
Top Buyers
| 1 |
Select Equity Group
New York
|
+$138M |
| 2 |
PIMC
Praesidium Investment Management Company
New York
|
+$57M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$40.2M |
| 4 |
State Street
Boston,
Massachusetts
|
+$17.1M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$15.9M |
