Morningstar
MORN
MORN
162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
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:
more call options, than puts
Call options by funds: $ | Put options by funds: $
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $1.59B → $1.45B (-$139M)
Holders
162
Holding in Top 10
1
Calls
$2.25M
Puts
$2.01M
Top Buyers
| 1 | +$17.6M | |
| 2 | +$14.4M | |
| 3 | +$9.54M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.94M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$6.73M |
Top Sellers
| 1 | -$205M | |
| 2 | -$7.66M | |
| 3 | -$4.38M | |
| 4 |
RA
Royce & Associates
New York
|
-$3.83M |
| 5 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$2.53M |