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Morningstar
MORN
MORN
135 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 14 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 139 → 135 (-4)
11% less call options, than puts
Call options by funds: $713K | Put options by funds: $801K
12% less capital invested
Capital invested by funds: $1.31B → $1.16B (-$152M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
43
Reduced
63
Closed
14
Calls
$713K
Puts
$801K
Net Calls
-$88K
Net Calls Change
+$423K
Top Buyers
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$15.9M |
| 2 |
JP Morgan Chase
New York
|
+$5.62M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$3.01M |
| 4 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
+$2.57M |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
+$2.02M |
Top Sellers
| 1 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$48.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$17.3M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$14.3M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$7.38M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.09M |
