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Morningstar
MORN
MORN
177 hedge funds and large institutions have $1.45B invested in Morningstar in 2016 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
2,735% more call options, than puts
Call options by funds: $482K | Put options by funds: $17K
13% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 60
7% more capital invested
Capital invested by funds: $1.36B → $1.45B (+$90.5M)
4% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 25
0% more funds holding
Funds holding: 177 → 177 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Holders
177
Holders Change
–
Holders Change %
0%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
68
Reduced
60
Closed
25
Calls
$482K
Puts
$17K
Net Calls
+$465K
Net Calls Change
+$122K
Top Buyers
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$28.1M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$11M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$6.48M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.38M |
| 5 |
Renaissance Technologies
New York
|
+$5.15M |
Top Sellers
| 1 |
ACM
Ashe Capital Management
Englewood Cliffs,
New Jersey
|
-$46.9M |
| 2 |
RA
Royce & Associates
New York
|
-$11.5M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
-$9.03M |
| 4 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
-$7.01M |
| 5 |
BAMCO Inc
New York
|
-$6.84M |