Morningstar
MORN
MORN
307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
2% less capital invested
Capital invested by funds: $4.91B → $4.83B (-$76.9M)
7% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 106
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Holders
307
Holding in Top 10
2
Calls
$8.21M
Puts
$7.11M
Top Buyers
| 1 | +$188M | |
| 2 | +$100M | |
| 3 | +$70.1M | |
| 4 |
ESCM
Echo Street Capital Management
New York
|
+$63.1M |
| 5 |
BlackRock
New York
|
+$18.7M |
Top Sellers
| 1 | -$47.2M | |
| 2 | -$46.2M | |
| 3 | -$42.4M | |
| 4 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$32.9M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$28.9M |