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Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
226
Financial Gravity Asset Management
Texas
$3K -$682 -5 -19%
VFA
227
Valeo Financial Advisors
Indiana
$3K – – –
HAM
228
Highstreet Asset Management
Ontario, Canada
$3K – – –
TPWA
229
TRUE Private Wealth Advisors
Oregon
$2K +$2K +14 New
RCAG
230
Rehmann Capital Advisory Group
Michigan
$1.3K – – –
CFA
231
Camarda Financial Advisors
Florida
$1K – – –
GRP
232
Global Retirement Partners
California
$1K +$1K +4 New
GT
233
Glenmede Trust
Pennsylvania
$391 -$29 -200 -7%
EIP
234
Epoch Investment Partners
New York
– -$8.28M -65,709 Closed
WI
235
WBI Investments
New Jersey
– -$4.77M -37,837 Closed
Brown Advisory
236
Brown Advisory
Maryland
– -$2.27M -18,010 Closed
Parallax Volatility Advisers
237
Parallax Volatility Advisers
California
– -$1.14M -9,064 Closed
N
238
Natixis
France
– -$1.13M -9,052 Closed
BCM
239
BlueCrest Capital Management
Jersey
– -$615K -4,883 Closed
PSUF
240
People's United Financial
Connecticut
– -$580K -4,607 Closed
IWS
241
Insight Wealth Strategies
California
– -$425K -3,372 Closed
SCM
242
Stevens Capital Management
Pennsylvania
– -$327K -2,595 Closed
SCA
243
Secor Capital Advisors
New York
– -$256K -2,040 Closed
RIA
244
Realta Investment Advisors
Delaware
– -$201K -1,599 Closed
OWA
245
One Wealth Advisors
California
– -$152K -1,208 Closed
FHB
246
First Hawaiian Bank
Hawaii
– -$90K -711 Closed
PAM
247
Paradigm Asset Management
New York
– -$88.2K -700 Closed
GAM
248
GQ Asset Management
New York
– -$69K -544 Closed
NSIM
249
North Star Investment Management
Illinois
– -$41K -325 Closed
PCM
250
Penserra Capital Management
California
– -$36K -252 Closed
7 8 9
10
11