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Morningstar

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

less funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $393K

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
$393K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$293K
102
$288K
103
$285K
104
$284K
105
$282K
106
$278K
107
$270K
108
$264K
109
$261K
110
$260K
111
$260K
112
$259K
113
$255K
114
$252K
115
$250K
116
$241K
117
$236K
118
$226K
119
$213K
120
$205K
121
$192K
122
$170K
123
$169K
124
$166K
125
$163K