Morningstar
MORN
MORN
172 hedge funds and large institutions have $1.31B invested in Morningstar in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
74% less call options, than puts
Call options by funds: $63K | Put options by funds: $238K
Holders
172
Holding in Top 10
1
Calls
$63K
Puts
$238K
Top Buyers
| 1 | +$16.8M | |
| 2 | +$14.5M | |
| 3 | +$12.4M | |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.05M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$5.85M |
Top Sellers
| 1 | -$20.3M | |
| 2 | -$17M | |
| 3 | -$10.9M | |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$4.89M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$3.96M |