Morningstar
MORN
MORN
300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
33% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 46
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
64% less call options, than puts
Call options by funds: $934K | Put options by funds: $2.6M
Holders
300
Holding in Top 10
2
Calls
$934K
Puts
$2.6M
Top Buyers
| 1 | +$81.6M | |
| 2 | +$30.5M | |
| 3 | +$25.5M | |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$8.88M |
| 5 |
JPMorgan Chase & Co
New York
|
+$7.51M |
Top Sellers
| 1 | -$60.6M | |
| 2 | -$17.1M | |
| 3 | -$15M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$11.3M |
| 5 |
Goldman Sachs
New York
|
-$9.92M |