Morningstar
MORN
MORN
268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
8% more funds holding
Funds holding: 249 → 268 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.67% less ownership
Funds ownership: 48.57% → 47.91% (-0.67%)
Holders
268
Holding in Top 10
3
Calls
$2.12M
Puts
$819K
Top Buyers
| 1 | +$28.3M | |
| 2 | +$17.5M | |
| 3 | +$15.6M | |
| 4 |
Bank of New York Mellon
New York
|
+$9.84M |
| 5 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
+$8.8M |
Top Sellers
| 1 | -$26.8M | |
| 2 | -$14.2M | |
| 3 | -$13.7M | |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$13.5M |
| 5 |
GGPE
Golden Gate Private Equity
San Francisco,
California
|
-$12.5M |