Morningstar
MORN
MORN
170 hedge funds and large institutions have $1.22B invested in Morningstar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
1% less funds holding
Funds holding: 171 → 170 (-1)
6% less capital invested
Capital invested by funds: $1.31B → $1.22B (-$84.5M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
170
Holding in Top 10
–
Calls
$1.02M
Puts
$213K
Top Buyers
| 1 | +$22.9M | |
| 2 | +$14.6M | |
| 3 | +$9.94M | |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$9.87M |
| 5 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$6.97M |
Top Sellers
| 1 | -$33.3M | |
| 2 | -$15.3M | |
| 3 | -$7.11M | |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$4.1M |
| 5 |
HCM
Highbridge Capital Management
New York
|
-$4.08M |