Morningstar
MORN
MORN
146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
14% less funds holding
Funds holding: 169 → 146 (-23)
50% less call options, than puts
Call options by funds: $904K | Put options by funds: $1.81M
73% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 30
Holders
146
Holding in Top 10
1
Calls
$904K
Puts
$1.81M
Top Buyers
| 1 | +$8.09M | |
| 2 | +$5.78M | |
| 3 | +$5.29M | |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$4.73M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$4.34M |
Top Sellers
| 1 | -$26.8M | |
| 2 | -$7.55M | |
| 3 | -$3.23M | |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.18M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$3.11M |