Morningstar
MORN
MORN
391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
2% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 142
4% less capital invested
Capital invested by funds: $7.92B → $7.63B (-$292M)
28% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $3.64M
Holders
391
Holding in Top 10
1
Calls
$2.6M
Puts
$3.64M
Top Buyers
| 1 | +$57.5M | |
| 2 | +$56.8M | |
| 3 | +$46.6M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$46M |
| 5 |
BlackRock
New York
|
+$26.5M |
Top Sellers
| 1 | -$51.1M | |
| 2 | -$47.5M | |
| 3 | -$28.9M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$25.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$23M |