Morningstar
MORN
MORN
300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
1.59% more ownership
Funds ownership: 47.91% → 49.5% (+1.6%)
10% less call options, than puts
Call options by funds: $6.99M | Put options by funds: $7.78M
31% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 115
Holders
300
Holding in Top 10
4
Calls
$6.99M
Puts
$7.78M
Top Buyers
| 1 | +$385M | |
| 2 | +$45.2M | |
| 3 | +$32.3M | |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$17.2M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$15.5M |
Top Sellers
| 1 | -$49.8M | |
| 2 | -$48.9M | |
| 3 | -$48.7M | |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$40.7M |
| 5 |
JP Morgan Chase
New York
|
-$34M |