Morningstar
MORN
MORN
315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more capital invested
Capital invested by funds: $ → $
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
18% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 116
22% less call options, than puts
Call options by funds: $4.48M | Put options by funds: $5.75M
Holders
315
Holding in Top 10
4
Calls
$4.48M
Puts
$5.75M
Top Buyers
| 1 | +$136M | |
| 2 | +$46.3M | |
| 3 | +$27.1M | |
| 4 |
LP
LMR Partners
London,
United Kingdom
|
+$17.7M |
| 5 |
2
2Xideas
Kusnacht,
Switzerland
|
+$11.2M |
Top Sellers
| 1 | -$31M | |
| 2 | -$25M | |
| 3 | -$19.5M | |
| 4 |
Nuveen Asset Management
Chicago,
Illinois
|
-$12.1M |
| 5 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$11.2M |