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Morningstar
MORN

Overview Fund Activity

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.8M
3
AL
3
AJO LP
Pennsylvania
$9.54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.94M
5
PPA
5
Parametric Portfolio Associates
Washington
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
TCP
2
TAMRO Capital Partners
Virginia
$36.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$139M
5
KCM
5
Kornitzer Capital Management
Kansas
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$8.7M 111,399 +2,084 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$7.08M 90,641 +4,601 +5%
EAM
28
Eagle Asset Management
Florida
$6.91M 88,492 -2,436 -3%
HCM
29
Highbridge Capital Management
New York
$6.59M 84,357 +84,357 New
Morgan Stanley
30
Morgan Stanley
New York
$6.17M 78,997 -2,627,904 -97%
TCIM
31
TIAA CREF Investment Management
New York
$6.01M 77,000 -1,818 -2%
Invesco
32
Invesco
Georgia
$5.64M 72,157 +19,800 +38%
Ohio Public Employees Retirement System (OPERS)
33
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.62M 71,918 +961 +1%
Citadel Advisors
34
Citadel Advisors
Florida
$5.16M 66,124 +18,205 +38%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$4.99M 62,568 +1,295 +2%
CS
36
Credit Suisse
Switzerland
$4.88M 62,487 +41,244 +194%
NTCOC
37
Northern Trust Company of Connecticut
Connecticut
$4.63M 59,227 -400 -0.7%
Millennium Management
38
Millennium Management
New York
$4.36M 55,817 +52,629 +1,651%
U
39
UBS
Switzerland
$4.11M 52,657 +1,417 +3%
NC
40
Nicholas Company
Wisconsin
$3.92M 50,205 – –
WF
41
Welch & Forbes
Massachusetts
$3.84M 49,191 -400 -0.8%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$3.63M 46,500 -10,500 -18%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$3.51M 44,985 +41,592 +1,226%
State Board of Administration of Florida Retirement System
44
State Board of Administration of Florida Retirement System
Florida
$3.39M 43,394 +1,453 +3%
NCCM
45
Nine Chapters Capital Management
New Jersey
$3.24M 41,500 +41,500 New
Charles Schwab
46
Charles Schwab
California
$3.11M 39,858 +3,376 +9%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$3.09M 39,624 +35,057 +768%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$3.01M 38,514 +12,121 +46%
Deutsche Bank
49
Deutsche Bank
Germany
$2.97M 38,039 +20,916 +122%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.93M 37,480 +300 +0.8%
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