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Morningstar

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 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

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.85% more ownership

Funds ownership: 40.38%41.23% (+0.85%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 76

Holders
228
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
$6.47M
Puts
$4.96M
Net Calls
Net Calls Change

Top Sellers

1 -$72.3M
2 -$24.2M
3 -$8.14M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$7.91M
5
Northern Trust
Northern Trust
Illinois
-$7.88M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$285M
2
$221M
3
$206M
4
$184M
5
$100M
6
$98.4M
7
$81.1M
8
$74M
9
$70M
10
$60.9M
11
$49.8M
12
$42.5M
13
$37.8M
14
$37M
15
$36.2M
16
$35.3M
17
$34.4M
18
$33M
19
$31.2M
20
$27.3M
21
$27.1M
22
$26.6M
23
$20.9M
24
$20.8M
25
$19.7M