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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$42.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Chicago Capital
Illinois
$16.9M -$299K -2,723 -2%
BTW
27
Boston Trust Walden
Massachusetts
$14.9M -$3.32M -30,241 -18%
Charles Schwab
28
Charles Schwab
California
$14.8M -$543K -4,945 -4%
Goldman Sachs
29
Goldman Sachs
New York
$14.1M +$469K +4,274 +3%
MAM
30
Martingale Asset Management
Massachusetts
$13.9M -$352K -3,200 -2%
CIM
31
Confluence Investment Management
Missouri
$13.8M +$495K +4,502 +4%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$11.3M -$196K -1,784 -2%
Millennium Management
33
Millennium Management
New York
$11.1M +$6.16M +56,052 +124%
First Trust Advisors
34
First Trust Advisors
Illinois
$9.86M +$2.09M +18,994 +27%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$9.74M -$435K -3,959 -4%
Lazard Asset Management
36
Lazard Asset Management
New York
$9M +$639K +5,818 +8%
TCIM
37
TIAA CREF Investment Management
New York
$7.65M -$111K -1,012 -1%
GGPE
38
Golden Gate Private Equity
California
$7.14M -$384K -3,500 -5%
APG Asset Management
39
APG Asset Management
Netherlands
$6.73M +$183K +1,900 +3%
EIP
40
Epoch Investment Partners
New York
$6.61M +$269K +2,450 +4%
NC
41
Nicholas Company
Wisconsin
$6.16M – – –
Loomis, Sayles & Company
42
Loomis, Sayles & Company
Massachusetts
$5.93M +$1.08M +9,864 +22%
AQR Capital Management
43
AQR Capital Management
Connecticut
$5.66M +$3.76M +34,269 +198%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.12M -$250K -2,276 -5%
SEI Investments
45
SEI Investments
Pennsylvania
$4.73M +$769K +6,658 +19%
TA
46
Teachers Advisors
New York
$4.58M +$128K +1,167 +3%
William Blair & Company
47
William Blair & Company
Illinois
$4.34M -$638K -5,805 -13%
Ohio Public Employees Retirement System (OPERS)
48
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.2M -$710K -6,466 -14%
Victory Capital Management
49
Victory Capital Management
Texas
$3.97M +$19.4K +177 +0.5%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.72M +$54.9K +500 +1%
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