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Morningstar
MORN

Overview Fund Activity

133 hedge funds and large institutions have $1.57B invested in Morningstar in 2013 Q2 according to their latest regulatory filings, with 133 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
133
Holders Change
+133
Holders Change %
–
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
133
Increased
–
Reduced
–
Closed
–
Calls
$1.34M
Puts
$3.1M
Net Calls
-$1.75M
Net Calls Change
-$1.75M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$305M
2
Morgan Stanley
2
Morgan Stanley
New York
$214M
3
RA
3
Royce & Associates
New York
$143M
4
BAMCO Inc
4
BAMCO Inc
New York
$128M
5
KCM
5
Kornitzer Capital Management
Kansas
$95.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
26
Bedlam Asset Management
United Kingdom
$8.77M 162,880 +162,880 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$8.12M 104,683 +104,683 New
Geode Capital Management
28
Geode Capital Management
Massachusetts
$8.11M 104,591 +104,591 New
EAM
29
Eagle Asset Management
Florida
$7.31M 94,212 +94,212 New
TCIM
30
TIAA CREF Investment Management
New York
$6.84M 88,134 +88,134 New
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$6.51M 83,993 +83,993 New
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.42M 69,879 +69,879 New
NTCOC
33
Northern Trust Company of Connecticut
Connecticut
$4.71M 60,727 +60,727 New
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$4.69M 60,474 +60,474 New
PI
35
Putnam Investments
Massachusetts
$4.29M 55,270 +55,270 New
U
36
UBS
Switzerland
$3.94M 50,769 +50,769 New
NC
37
Nicholas Company
Wisconsin
$3.9M 50,280 +50,280 New
WF
38
Welch & Forbes
Massachusetts
$3.83M 49,341 +49,341 New
Fidelity Investments
39
Fidelity Investments
Massachusetts
$3.64M 46,900 +46,900 New
State Board of Administration of Florida Retirement System
40
State Board of Administration of Florida Retirement System
Florida
$3.25M 41,941 +41,941 New
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$2.8M 36,033 +36,033 New
Charles Schwab
42
Charles Schwab
California
$2.65M 34,022 +34,022 New
Invesco
43
Invesco
Georgia
$2.27M 29,199 +29,199 New
Ameriprise
44
Ameriprise
Minnesota
$2.17M 28,004 +28,004 New
CS
45
Credit Suisse
Switzerland
$2.13M 27,512 +27,512 New
JHIU
46
Janus Henderson Investors US
Colorado
$2.11M 27,200 +27,200 New
RFC
47
Russell Frank Company
Washington
$1.96M 25,303 +25,303 New
Bank of America
48
Bank of America
North Carolina
$1.87M 24,130 +24,130 New
SBCM
49
Schwerin Boyle Capital Management
Massachusetts
$1.78M 23,000 +23,000 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$1.78M 22,966 +22,966 New
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