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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
226
City Holding Co
West Virginia
$9K – – –
IA
227
IFP Advisors
Florida
$8K – – –
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
NFG
229
Next Financial Group
Texas
$6K -$147K -933 -96%
QCG
230
Quadrant Capital Group
Ohio
$5K – – –
EWM
231
EPG Wealth Management
Georgia
$5K +$5K +35 New
Rockefeller Capital Management
232
Rockefeller Capital Management
New York
$4K -$10.8K -78 -73%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FCM
234
Firestone Capital Management
Florida
$4K +$4K +27 New
VFA
235
Valeo Financial Advisors
Indiana
$3K – – –
SL
236
Savior LLC
Massachusetts
$3K +$3K +22 New
PFGIA
237
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$125 -1 -11%
GRP
238
Global Retirement Partners
California
$1K – – –
FQ
239
First Quadrant
California
– -$3.08M -21,086 Closed
American Century Companies
240
American Century Companies
Missouri
– -$2.54M -17,377 Closed
DF
241
Donoghue Forlines
Massachusetts
– -$2.32M -15,845 Closed
CI
242
Cigna Investments
Connecticut
– -$1.31M -8,117 Closed
JG
243
Jefferies Group
New York
– -$1.1M -7,502 Closed
WCM
244
Weld Capital Management
New York
– -$742K -5,078 Closed
OAM
245
Oxford Asset Management
United Kingdom
– -$624K -4,270 Closed
Jane Street
246
Jane Street
New York
– -$464K -3,176 Closed
Squarepoint
247
Squarepoint
New York
– -$410K -2,806 Closed
SCM
248
Stevens Capital Management
Pennsylvania
– -$405K -2,769 Closed
VAS
249
Vestmark Advisory Solutions
Massachusetts
– -$357K -2,445 Closed
NI
250
Noked Israel
Israel
– -$336K -2,300 Closed
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10
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