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Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$21.5M 148,579 -13,263 -8%
CC
27
Chicago Capital
Illinois
$21.2M 146,590 -4,206 -3%
Goldman Sachs
28
Goldman Sachs
New York
$20.9M 144,628 +12,023 +9%
CCM
29
Copeland Capital Management
Pennsylvania
$20.9M 144,560 -40,706 -22%
BTW
30
Boston Trust Walden
Massachusetts
$19.5M 135,137 -1,683 -1%
Select Equity Group
31
Select Equity Group
New York
$19.2M 132,611 +132,611 New
MAM
32
Martingale Asset Management
Massachusetts
$18.9M 130,429 -3,000 -2%
Artisan Partners
33
Artisan Partners
Wisconsin
$18M 124,517 +92,137 +285%
CIM
34
Confluence Investment Management
Missouri
$18M 124,498 -1,498 -1%
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$16.2M 112,176 +112,176 New
Lazard Asset Management
36
Lazard Asset Management
New York
$14.9M 103,169 +9,472 +10%
AQR Capital Management
37
AQR Capital Management
Connecticut
$14.5M 99,959 +25,273 +34%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$14M 96,512 +30,441 +46%
Marshall Wace
39
Marshall Wace
United Kingdom
$10.8M 74,719 +29,175 +64%
Invesco
40
Invesco
Georgia
$10.3M 71,536 +53,258 +291%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$10.1M 70,019 -8,949 -11%
GGPE
42
Golden Gate Private Equity
California
$10.1M 69,500 +1,766 +3%
First Trust Advisors
43
First Trust Advisors
Illinois
$9.22M 63,769 -13,824 -18%
NC
44
Nicholas Company
Wisconsin
$8.09M 55,915 -70 -0.1%
APG Asset Management
45
APG Asset Management
Netherlands
$7.6M 59,800 -44,600 -43%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$6.87M 47,476 +182 +0.4%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$5.66M 39,106 -6,359 -14%
William Blair & Company
48
William Blair & Company
Illinois
$5.59M 38,665 -749 -2%
Fisher Asset Management
49
Fisher Asset Management
Washington
$5.57M 38,530 +9,501 +33%
Millennium Management
50
Millennium Management
New York
$5.31M 36,677 -67,160 -65%
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