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Morningstar

147 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions 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 funds holding

Funds holding:

0% more capital invested

Capital invested by funds: $1.16B → $1.16B (+$342K)

6% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 51

Holders
147
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
$776K
Puts
$357K
Net Calls
Net Calls Change

Top Buyers

1 +$4.74M
2 +$3.7M
3 +$3.49M
4
PIM
Perkins Investment Management
Illinois
+$2.82M
5
Morgan Stanley
Morgan Stanley
New York
+$2.61M

Top Sellers

1 -$16.1M
2 -$8.52M
3 -$6.05M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.73M
5
William Blair & Company
William Blair & Company
Illinois
-$4.48M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$291M
2
$114M
3
$106M
4
$79.6M
5
$78.5M
6
$45.5M
7
$30.7M
8
$27.5M
9
$27.2M
10
$26.9M
11
$26.5M
12
$19.8M
13
$17.9M
14
$15.3M
15
$14.6M
16
$14.2M
17
$14.2M
18
$13.8M
19
$12.4M
20
$11.8M
21
$10.3M
22
$9.63M
23
$9.3M
24
$8.4M
25
$7.54M