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Morningstar

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 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 funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

13% more capital invested

Capital invested by funds: $1.42B → $1.61B (+$191M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.22% less ownership

Funds ownership: 39.19%38.97% (-0.22%)

Holders
180
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
$1.77M
Puts
$19K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
151
$43K
152
$32K
153
$24K
154
$24K
155
$24K
156
$23K
157
$22K
158
$22K
159
$22K
160
$20K
161
$19K
162
$18K
163
$15K
164
$13K
165
$13K
166
$10K
167
$8K
168
$7K
169
$7K
170
$6K
171
$6K
172
$5K
173
$3K
174
$3K
175
$3K