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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
76
$932K
77
$892K
78
$847K
79
$811K
80
$735K
81
$684K
82
$641K
83
$627K
84
$618K
85
$586K
86
$585K
87
$577K
88
$575K
89
$562K
90
$558K
91
$556K
92
$540K
93
$515K
94
$493K
95
$476K
96
$457K
97
$423K
98
$420K
99
$402K
100
$401K