MORN icon

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
76
$2.94M
77
$2.94M
78
$2.88M
79
$2.72M
80
$2.6M
81
$2.47M
82
$2.46M
83
$2.41M
84
$2.36M
85
$2.3M
86
$2.27M
87
$2.2M
88
$2.11M
89
$2.05M
90
$2.01M
91
$1.95M
92
$1.83M
93
$1.73M
94
$1.59M
95
$1.57M
96
$1.47M
97
$1.44M
98
$1.43M
99
$1.41M
100
$1.41M