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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
51
$2.69M
52
$2.68M
53
$2.62M
54
$2.21M
55
$2.11M
56
$2.1M
57
$2.08M
58
$1.87M
59
$1.87M
60
$1.71M
61
$1.62M
62
$1.59M
63
$1.58M
64
$1.56M
65
$1.51M
66
$1.47M
67
$1.45M
68
$1.43M
69
$1.41M
70
$1.25M
71
$1.17M
72
$1.12M
73
$981K
74
$945K
75
$942K