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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
176
$101K
177
$90K
178
$90K
179
$78K
180
$72K
181
$68K
182
$56K
183
$55K
184
$50K
185
$41K
186
$40K
187
$38K
188
$37K
189
$35K
190
$33K
191
$31K
192
$29K
193
$26K
194
$25K
195
$25K
196
$25K
197
$25K
198
$23K
199
$19K
200
$16K