Morningstar
MORN
MORN
405 hedge funds and large institutions have $8.14B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 105 reducing their positions, and 34 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
7% more capital invested
Capital invested by funds: $7.63B → $8.14B (+$502M)
4% more funds holding
Funds holding: 391 → 405 (+14)
0.78% less ownership
Funds ownership: 60.35% → 59.56% (-0.78%)
Holders
405
Holding in Top 10
2
Calls
$5.55M
Puts
$1.53M
Top Buyers
| 1 | +$55.8M | |
| 2 | +$32.6M | |
| 3 | +$27.2M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$23M |
| 5 |
BFM
Boston Financial Management
Boston,
Massachusetts
|
+$19.7M |
Top Sellers
| 1 | -$215M | |
| 2 | -$27.5M | |
| 3 | -$23.6M | |
| 4 |
Bank of New York Mellon
New York
|
-$14.4M |
| 5 |
JPMorgan Chase & Co
New York
|
-$13.4M |