Morningstar
MORN
MORN
334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
19% less capital invested
Capital invested by funds: $7.91B → $6.38B (-$1.53B)
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
82% less call options, than puts
Call options by funds: $8.71M | Put options by funds: $47.5M
Holders
334
Holding in Top 10
4
Calls
$8.71M
Puts
$47.5M
Top Buyers
| 1 | +$331M | |
| 2 | +$43M | |
| 3 | +$35.5M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.1M |
| 5 |
Goldman Sachs
New York
|
+$10.5M |
Top Sellers
| 1 | -$195M | |
| 2 | -$34.2M | |
| 3 | -$33.1M | |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
-$23.5M |
| 5 |
NRCM
Northern Right Capital Management
Darien,
Connecticut
|
-$18.8M |