Morningstar
MORN
MORN
147 hedge funds and large institutions have $1.44B invested in Morningstar in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less capital invested
Capital invested by funds: $ → $
9% less funds holding
Funds holding: 162 → 147 (-15)
52% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 25
Holders
147
Holding in Top 10
1
Calls
$2.28M
Puts
$1.89M
Top Buyers
| 1 | +$20.8M | |
| 2 | +$10.6M | |
| 3 | +$8.43M | |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$7.84M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.24M |
Top Sellers
| 1 | -$36.1M | |
| 2 | -$9.54M | |
| 3 | -$8.57M | |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.24M |
| 5 |
Morgan Stanley
New York
|
-$3.97M |