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Morningstar
MORN
MORN
177 hedge funds and large institutions have $1.58B invested in Morningstar in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 69 increasing their positions, 56 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
23% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 56
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.13% less ownership
Funds ownership: 39.01% → 38.87% (-0.13%)
2% less capital invested
Capital invested by funds: $1.61B → $1.58B (-$30.6M)
2% less funds holding
Funds holding: 181 → 177 (-4)
10% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 20
19% less call options, than puts
Call options by funds: $3.98M | Put options by funds: $4.91M
Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
69
Reduced
56
Closed
20
Calls
$3.98M
Puts
$4.91M
Net Calls
-$927K
Net Calls Change
-$2.68M
Top Buyers
Top Sellers
| 1 |
JIC
Johnson Investment Counsel
Cincinnati,
Ohio
|
-$13.7M |
| 2 |
William Blair & Company
Chicago,
Illinois
|
-$12.3M |
| 3 |
Lazard Asset Management
New York
|
-$5.83M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
-$4.85M |
| 5 |
Millennium Management
New York
|
-$3.62M |
