Morningstar
MORN
MORN
293 hedge funds and large institutions have $4.79B invested in Morningstar in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
2% less funds holding
Funds holding: 300 → 293 (-7)
18% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 39
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Holders
293
Holding in Top 10
–
Calls
$8.93M
Puts
$4.5M
Top Buyers
| 1 | +$135M | |
| 2 | +$74.2M | |
| 3 | +$62.7M | |
| 4 |
Morgan Stanley
New York
|
+$62.2M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$28.1M |
Top Sellers
| 1 | -$228M | |
| 2 | -$79.6M | |
| 3 | -$29.7M | |
| 4 |
JPMorgan Chase & Co
New York
|
-$19.2M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
-$10.1M |