Morningstar
MORN
MORN
312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
22% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 41
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
77% less call options, than puts
Call options by funds: $4.5M | Put options by funds: $19.2M
Holders
312
Holding in Top 10
3
Calls
$4.5M
Puts
$19.2M
Top Buyers
| 1 | +$87.5M | |
| 2 | +$48.1M | |
| 3 | +$7.48M | |
| 4 |
Man Group
London,
United Kingdom
|
+$7.11M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.51M |
Top Sellers
| 1 | -$46.8M | |
| 2 | -$19.7M | |
| 3 | -$15.4M | |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$12.4M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$10.7M |