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Morningstar

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

0.81% more ownership

Funds ownership: 46.06%46.87% (+0.81%)

2% less funds holding

Funds holding: 243239 (-4)

13% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 88

Holders
239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.51M
Puts
$1.59M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
176
$234K
177
$230K
178
$229K
179
$228K
180
$224K
181
$218K
182
$218K
183
$217K
184
$216K
185
$215K
186
$206K
187
$188K
188
$186K
189
$183K
190
$181K
191
$151K
192
$151K
193
$143K
194
$130K
195
$121K
196
$121K
197
$121K
198
$117K
199
$105K
200
$89K