Morningstar
MORN
MORN
135 hedge funds and large institutions have $1.59B invested in Morningstar in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less call options, than puts
Call options by funds: $ | Put options by funds: $
14% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 51
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
135
Holding in Top 10
1
Calls
$2.81M
Puts
$3M
Top Buyers
| 1 | +$7.84M | |
| 2 | +$4.2M | |
| 3 | +$2.99M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.74M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$2.14M |
Top Sellers
| 1 | -$18.6M | |
| 2 | -$12.4M | |
| 3 | -$8.77M | |
| 4 |
Morgan Stanley
New York
|
-$4.49M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.64M |