Morningstar
MORN
MORN
147 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: 170 → 147 (-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
147
Holding in Top 10
1
Calls
$904K
Puts
$1.81M
Top Buyers
| 1 | +$7.79M | |
| 2 | +$5.56M | |
| 3 | +$5.09M | |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$4.55M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$4.18M |
Top Sellers
| 1 | -$25.8M | |
| 2 | -$7.27M | |
| 3 | -$3.11M | |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$3.07M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.99M |