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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$42.6M
3
PPA
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
Boston Trust Walden
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Paloma Partners
Connecticut
– -$884K -7,020 Closed
Verition Fund Management
227
Verition Fund Management
Connecticut
– -$817K -6,487 Closed
OAM
228
Oberweis Asset Management
Illinois
– -$563K -4,470 Closed
BCM
229
BlueCrest Capital Management
Jersey
– -$490K -3,894 Closed
TI
230
Trexquant Investment
Connecticut
– -$334K -2,654 Closed
Teacher Retirement System of Texas
231
Teacher Retirement System of Texas
Texas
– -$284K -2,254 Closed
SSA
232
Schonfeld Strategic Advisors
New York
– -$279K -2,213 Closed
Susquehanna International Group
233
Susquehanna International Group
Pennsylvania
– -$234K -1,861 Closed
SAMC
234
Spectrum Asset Management (California)
California
– -$227K -1,800 Closed
Comerica Bank
235
Comerica Bank
Texas
– -$209K -1,800 Closed
OWA
236
One Wealth Advisors
California
– -$214K -1,701 Closed
COI
237
Connable Office Inc
Michigan
– -$212K -1,680 Closed
VIA
238
Vident Investment Advisory
Georgia
– -$206K -1,637 Closed
QT
239
Quantbot Technologies
New York
– -$123K -983 Closed
CPH
240
C Partners Holding
Switzerland
– -$110K -876 Closed
HFM
241
Harvest Fund Management
China
– -$78K -618 Closed
TG
242
TLP Group
Illinois
– -$25K -198 Closed
Simplex Trading
243
Simplex Trading
Illinois
– -$19K -153 Closed
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
– -$12K -97 Closed
TPWA
245
TRUE Private Wealth Advisors
Oregon
– -$10.7K -85 Closed
SMFS
246
Squar Milner Financial Services
California
– -$8K -67 Closed
AS
247
Altshuler Shaham
Israel
– -$6K -49 Closed
BBHC
248
Brown Brothers Harriman & Co
New York
– -$5K -43 Closed
GRP
249
Global Retirement Partners
California
– -$4K -35 Closed
CFD
250
Creative Financial Designs
Indiana
– -$4K -33 Closed
7 8 9
10
11