Morningstar
MORN
MORN
249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions 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: $ → $
12% more funds holding
Funds holding: 222 → 249 (+27)
1.3% more ownership
Funds ownership: 47.28% → 48.57% (+1.3%)
2% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 84
Holders
249
Holding in Top 10
3
Calls
$1.42M
Puts
$846K
Top Buyers
| 1 | +$91.2M | |
| 2 | +$22M | |
| 3 | +$20.1M | |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$14.5M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$12.5M |
Top Sellers
| 1 | -$54.6M | |
| 2 | -$35.7M | |
| 3 | -$29.3M | |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$19.7M |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$17.3M |