Morningstar
MORN
MORN
222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 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 ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
7% less funds holding
Funds holding: 239 → 222 (-17)
22% less capital invested
Capital invested by funds: $3.04B → $2.36B (-$680M)
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
Holders
222
Holding in Top 10
2
Calls
$1.48M
Puts
$513K
Top Buyers
| 1 | +$26.2M | |
| 2 | +$10.8M | |
| 3 | +$9.02M | |
| 4 |
Lazard Asset Management
New York
|
+$8.47M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.18M |
Top Sellers
| 1 | -$23.4M | |
| 2 | -$5.56M | |
| 3 | -$5.49M | |
| 4 |
Goldman Sachs
New York
|
-$5.31M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$4.56M |