Morningstar
MORN
MORN
352 hedge funds and large institutions have $7.77B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
1.88% more ownership
Funds ownership: 61.68% → 63.56% (+1.9%)
14% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 129
44% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $22.2M
Holders
352
Holding in Top 10
3
Calls
$12.4M
Puts
$22.2M
Top Buyers
| 1 | +$548M | |
| 2 | +$45.9M | |
| 3 | +$23.5M | |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$19.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| 1 | -$176M | |
| 2 | -$55.3M | |
| 3 | -$33.2M | |
| 4 |
Goldman Sachs
New York
|
-$31.9M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$28.2M |