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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$5.96M
4
WI
4
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$84K
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$20.4M -$860K -6,823 -4%
CC
27
Chicago Capital
Illinois
$19M -$393K -3,123 -2%
BTW
28
Boston Trust Walden
Massachusetts
$17.2M +$110K +874 +0.6%
MAM
29
Martingale Asset Management
Massachusetts
$16.8M +$869K +6,900 +5%
Goldman Sachs
30
Goldman Sachs
New York
$16.7M +$483K +3,832 +3%
CIM
31
Confluence Investment Management
Missouri
$15.9M +$44.3K +352 +0.3%
Millennium Management
32
Millennium Management
New York
$13.1M +$307K +2,439 +2%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$12.9M -$5.42K -43 -0%
Lazard Asset Management
34
Lazard Asset Management
New York
$11.8M +$1.48M +11,780 +14%
APG Asset Management
35
APG Asset Management
Netherlands
$11.7M +$3.86M +34,400 +49%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$9.95M -$1.22M -9,663 -11%
First Trust Advisors
37
First Trust Advisors
Illinois
$9.78M -$1.54M -12,193 -14%
AQR Capital Management
38
AQR Capital Management
Connecticut
$9.41M +$2.91M +23,135 +45%
TCIM
39
TIAA CREF Investment Management
New York
$9.18M +$406K +3,222 +5%
GGPE
40
Golden Gate Private Equity
California
$8.53M +$344K +2,734 +4%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$8.33M +$1.52M +12,058 +22%
EIP
42
Epoch Investment Partners
New York
$8.28M +$701K +5,562 +9%
NC
43
Nicholas Company
Wisconsin
$7.05M -$12K -95 -0.2%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$5.96M +$5.96M +47,294 New
Marshall Wace
45
Marshall Wace
United Kingdom
$5.74M +$4.63M +36,777 +419%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$5.73M -$142K -1,128 -2%
TA
47
Teachers Advisors
New York
$5.26M +$12.1K +96 +0.2%
SEI Investments
48
SEI Investments
Pennsylvania
$5.01M -$186K -1,469 -4%
William Blair & Company
49
William Blair & Company
Illinois
$4.97M -$7.43K -59 -0.1%
Morgan Stanley
50
Morgan Stanley
New York
$4.82M +$653K +5,187 +16%
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