MORN icon

Morningstar

197 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 75 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.54% more ownership

Funds ownership: 38.84%40.38% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.96M
Puts
$3.81M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$364M
2
$205M
3
$187M
4
$166M
5
$100M
6
$95.9M
7
$83.1M
8
$77.1M
9
$76.9M
10
$50.3M
11
$44.3M
12
$36.9M
13
$36.1M
14
$35.5M
15
$35.3M
16
$34.2M
17
$32.9M
18
$29.6M
19
$29.3M
20
$27.8M
21
$27.7M
22
$27.5M
23
$22.1M
24
$21.4M
25
$19.4M