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Morningstar

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.81% more ownership

Funds ownership: 46.06%46.87% (+0.81%)

2% less funds holding

Funds holding: 243239 (-4)

13% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 88

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.51M
Puts
$1.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
101
$1.38M
102
$1.33M
103
$1.33M
104
$1.29M
105
$1.24M
106
$1.21M
107
$1.17M
108
$1.05M
109
$1M
110
$999K
111
$988K
112
$922K
113
$888K
114
$871K
115
$864K
116
$863K
117
$832K
118
$793K
119
$774K
120
$768K
121
$733K
122
$726K
123
$717K
124
$712K
125
$707K