Morningstar
MORN
MORN
140 hedge funds and large institutions have $1.34B invested in Morningstar in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 50 reducing their positions, and 21 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
24% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 21
57% less call options, than puts
Call options by funds: $97K | Put options by funds: $225K
Holders
140
Holding in Top 10
2
Calls
$97K
Puts
$225K
Top Buyers
| 1 | +$19.6M | |
| 2 | +$15.8M | |
| 3 | +$4.96M | |
| 4 |
Bank of New York Mellon
New York
|
+$4.82M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.4M |
Top Sellers
| 1 | -$30.6M | |
| 2 | -$7.89M | |
| 3 | -$7.31M | |
| 4 |
GAM
Gotham Asset Management
New York
|
-$4.1M |
| 5 |
CIA
Capital Impact Advisors
Boston,
Massachusetts
|
-$2.35M |