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Morningstar

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.85% more ownership

Funds ownership: 40.38%41.23% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

Holders
228
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
$6.47M
Puts
$4.96M
Net Calls
Net Calls Change

Top Sellers

1 -$72.3M
2 -$24.2M
3 -$8.14M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.91M
5
Northern Trust
Northern Trust
Illinois
-$7.88M
Name Holding Trade Value Shares
Change
Change in
Stake
151
$266K
152
$258K
153
$252K
154
$248K
155
$245K
156
$236K
157
$234K
158
$227K
159
$227K
160
$224K
161
$217K
162
$214K
163
$212K
164
$209K
165
$206K
166
$201K
167
$201K
168
$195K
169
$177K
170
$171K
171
$151K
172
$141K
173
$123K
174
$119K
175
$110K