Morningstar
MORN
MORN
383 hedge funds and large institutions have $7.92B invested in Morningstar in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 113 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 repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
6% less call options, than puts
Call options by funds: $5.37M | Put options by funds: $5.71M
3.43% less ownership
Funds ownership: 63.56% → 60.13% (-3.4%)
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Holders
383
Holding in Top 10
1
Calls
$5.37M
Puts
$5.71M
Top Buyers
| 1 | +$125M | |
| 2 | +$86.5M | |
| 3 | +$38.4M | |
| 4 |
BlackRock
New York
|
+$17M |
| 5 |
Goldman Sachs
New York
|
+$15.6M |
Top Sellers
| 1 | -$597M | |
| 2 | -$120M | |
| 3 | -$53M | |
| 4 |
PIMC
Praesidium Investment Management Company
New York
|
-$11.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$10.1M |