Morningstar
MORN
MORN
446 hedge funds and large institutions have $8.66B invested in Morningstar in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 145 reducing their positions, and 28 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
5% more repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 145
0.42% more ownership
Funds ownership: 59.56% → 59.98% (+0.42%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
446
Holding in Top 10
1
Calls
$4.75M
Puts
$1.04M
Top Buyers
| 1 | +$56.6M | |
| 2 | +$50.7M | |
| 3 | +$43.8M | |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$33.8M |
| 5 |
BlackRock
New York
|
+$30.6M |
Top Sellers
| 1 | -$130M | |
| 2 | -$85.3M | |
| 3 | -$69.9M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$62.4M |
| 5 |
Amundi
Paris,
France
|
-$61.9M |