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Morningstar

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 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 ownership

Funds ownership:

less funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

99% less call options, than puts

Call options by funds: $2K | Put options by funds: $393K

Holders
169
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2K
Puts
$393K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
126
$143K
127
$122K
128
$111K
129
$99K
130
$97K
131
$88K
132
$78.6K
133
$72K
134
$70K
135
$68K
136
$55K
137
$54.3K
138
$48K
139
$47K
140
$44K
141
$32K
142
$31K
143
$21K
144
$19K
145
$19K
146
$17K
147
$16K
148
$16K
149
$15K
150
$13K