Morningstar
MORN
MORN
234 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 89 reducing their positions, and 32 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less funds holding
Funds holding: 236 → 234 (-2)
19% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 89
Holders
234
Holding in Top 10
1
Calls
$2.57M
Puts
$723K
Top Buyers
| 1 | +$71.9M | |
| 2 | +$18.3M | |
| 3 | +$16.2M | |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$15.5M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$13.3M |
Top Sellers
| 1 | -$26.5M | |
| 2 | -$9.27M | |
| 3 | -$8.28M | |
| 4 |
Renaissance Technologies
New York
|
-$7.25M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$6.16M |