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Morningstar

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

13% more capital invested

Capital invested by funds: $1.42B → $1.61B (+$191M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 39.19%38.97% (-0.22%)

Holders
180
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
$1.77M
Puts
$19K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$390K
102
$382K
103
$379K
104
$366K
105
$354K
106
$340K
107
$339K
108
$328K
109
$327K
110
$323K
111
$313K
112
$308K
113
$304K
114
$299K
115
$272K
116
$271K
117
$270K
118
$268K
119
$264K
120
$264K
121
$253K
122
$253K
123
$253K
124
$249K
125
$226K