Morningstar
MORN
MORN
177 hedge funds and large institutions have $1.36B invested in Morningstar in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 11 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
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: →
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $1.42B → $1.36B (-$61.5M)
Holders
177
Holding in Top 10
2
Calls
$371K
Puts
$28K
Top Buyers
| 1 | +$8.64M | |
| 2 | +$8M | |
| 3 | +$7.73M | |
| 4 |
Lazard Asset Management
New York
|
+$5.8M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$4.6M |
Top Sellers
| 1 | -$80M | |
| 2 | -$28.6M | |
| 3 | -$18.7M | |
| 4 |
EIP
Epoch Investment Partners
New York
|
-$12.6M |
| 5 |
TCP
TAMRO Capital Partners
Alexandria,
Virginia
|
-$6.64M |