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Morningstar
MORN

Overview Fund Activity

197 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 9 closing their positions.

Holders
197
Holders Change
+21
Holders Change %
+11.93%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
61
Reduced
75
Closed
9
Calls
$7.96M
Puts
$3.81M
Net Calls
+$4.16M
Net Calls Change
+$5.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$95.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$166M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$205M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$29.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$35.3M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$364M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.4M
4
CIP
4
Champlain Investment Partners
Vermont
$44.3M
5
Millennium Management
5
Millennium Management
New York
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
26
Confluence Investment Management
Missouri
$17.5M -$657K -5,125 -4%
Charles Schwab
27
Charles Schwab
California
$17.3M +$743K +5,795 +4%
MAM
28
Martingale Asset Management
Massachusetts
$16.5M +$628K +4,893 +4%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$12.9M -$2.95M -22,994 -19%
Goldman Sachs
30
Goldman Sachs
New York
$11.2M +$7.64M +59,535 +216%
SEI Investments
31
SEI Investments
Pennsylvania
$11M +$786K +6,131 +8%
Millennium Management
32
Millennium Management
New York
$9.6M -$7.06M -55,012 -42%
Lazard Asset Management
33
Lazard Asset Management
New York
$9.35M -$1.59M -12,379 -15%
GGPE
34
Golden Gate Private Equity
California
$9.25M – – –
TCIM
35
TIAA CREF Investment Management
New York
$8.65M +$28.9K +225 +0.3%
Ohio Public Employees Retirement System (OPERS)
36
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.51M -$101K -789 -1%
NC
37
Nicholas Company
Wisconsin
$7.32M -$589K -4,595 -7%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$6.87M +$1.64M +12,769 +31%
William Blair & Company
39
William Blair & Company
Illinois
$6.18M -$4.3M -33,520 -41%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$5.74M -$522K -4,068 -8%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$5.59M +$5.59M +43,586 New
Fisher Asset Management
42
Fisher Asset Management
Washington
$5.34M – – –
TA
43
Teachers Advisors
New York
$5.05M +$163K +1,271 +3%
Asset Management One
44
Asset Management One
Japan
$4.75M +$4.75M +37,107 New
AG
45
Aperio Group
California
$4.61M +$499K +3,891 +12%
Swiss National Bank
46
Swiss National Bank
Switzerland
$4.28M – – –
First Trust Advisors
47
First Trust Advisors
Illinois
$4.16M -$481K -3,753 -10%
State Board of Administration of Florida Retirement System
48
State Board of Administration of Florida Retirement System
Florida
$4.15M +$15.4K +120 +0.4%
PC
49
Palo Capital
California
$4.12M -$357K -2,786 -8%
Morgan Stanley
50
Morgan Stanley
New York
$3.93M -$4.71M -36,761 -55%
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