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Morningstar
MORN
MORN
156 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,527% more call options, than puts
Call options by funds: $578K | Put options by funds: $22K
333% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 6
43% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 42
14% more funds holding
Funds holding: 137 → 156 (+19)
0% more capital invested
Capital invested by funds: $1.42B → $1.42B (+$1.17M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
26
Increased
60
Reduced
42
Closed
6
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
+$381K
Top Buyers
Top Sellers
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$14.2M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$6.68M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
-$4.7M |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$4.47M |
| 5 |
JP Morgan Chase
New York
|
-$3.77M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DSC
151
Duncker Streett & Co
St. Louis,
Missouri
| $5K | – | – | – |
|
152
Creative Planning
Overland Park,
Kansas
| $5K | +$5.22K | +64 | New |
|
|
AA
153
ALPS Advisors
Denver,
Colorado
| $4.95K | +$504K | +6,168 | New |
|
|
NFG
154
Next Financial Group
Houston,
Texas
| $2K | – | – | – |
|
|
S
155
SignatureFD
Atlanta,
Georgia
| $1K | – | – | – |
|
156
Federated Hermes
Pittsburgh,
Pennsylvania
| $1K | +$163 | +2 | New |
|
157
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $101 | – | – | – |
|
|
CCP
158
Clarkston Capital Partners
Rochester,
Michigan
| – | -$2.03M | -25,500 | Closed |
|
|
WI
159
WBI Investments
Red Bank,
New Jersey
| – | -$1.68M | -21,097 | Closed |
|
160
American Century Companies
Kansas City,
Missouri
| – | -$1.18M | -14,827 | Closed |
|
|
QI
161
Quotient Investors
New York
| – | -$650K | -8,177 | Closed |
|
|
IRF
162
IBM Retirement Fund
Armonk,
New York
| – | -$352K | -4,428 | Closed |
|
|
RBC
163
Ronald Blue & Co
Roswell,
Georgia
| – | -$207K | -2,608 | Closed |
|