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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
201
$88K
202
$73K
203
$70K
204
$70K
205
$61K
206
$59K
207
$56K
208
$54K
209
$50K
210
$49K
211
$45K
212
$39K
213
$30K
214
$29K
215
$29K
216
$24K
217
$20K
218
$15K
219
$15K
220
$15K
221
$14K
222
$13K
223
$12K
224
$11K
225
$11K