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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
256% more call options, than puts
Call options by funds: $2.57M | Put options by funds: $723K
18% more capital invested
Capital invested by funds: $2.34B → $2.76B (+$423M)
1.18% more ownership
Funds ownership: 43.55% → 44.73% (+1.2%)
9% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 32
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
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
72
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.9M |
| 2 |
Select Equity Group
New York
|
+$18.3M |
| 3 |
Bank of New York Mellon
New York
|
+$16.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$15.5M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$13.3M |
Top Sellers
| 1 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$26.5M |
| 2 |
Millennium Management
New York
|
-$9.27M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$8.28M |
| 4 |
Renaissance Technologies
New York
|
-$7.25M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$6.16M |
