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Morningstar

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.81% more ownership

Funds ownership: 46.06%46.87% (+0.81%)

2% less funds holding

Funds holding: 243239 (-4)

13% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 88

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.51M
Puts
$1.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$7.66M
52
$7.07M
53
$5.95M
54
$5.57M
55
$5.17M
56
$4.64M
57
$4.61M
58
$4.56M
59
$4.41M
60
$4.34M
61
$4.3M
62
$4.23M
63
$4.02M
64
$3.98M
65
$3.8M
66
$3.6M
67
$3.56M
68
$3.53M
69
$3.41M
70
$3.38M
71
$3.18M
72
$3.18M
73
$3.06M
74
$3.02M
75
$2.94M