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Morningstar
MORN

Overview Fund Activity

133 hedge funds and large institutions have $1.57B invested in Morningstar in 2013 Q2 according to their latest regulatory filings, with 133 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
133
Holders Change
+133
Holders Change %
–
% of All Funds
4.34%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.07%
New
133
Increased
–
Reduced
–
Closed
–
Calls
$1.34M
Puts
$3.1M
Net Calls
-$1.75M
Net Calls Change
-$1.75M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$305M
2
Morgan Stanley
2
Morgan Stanley
New York
$214M
3
RA
3
Royce & Associates
New York
$143M
4
BAMCO Inc
4
BAMCO Inc
New York
$128M
5
KCM
5
Kornitzer Capital Management
Kansas
$95.8M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$1.56M 20,154 +20,154 New
Allianz Asset Management
52
Allianz Asset Management
Germany
$1.54M 19,900 +19,900 New
Swiss National Bank
53
Swiss National Bank
Switzerland
$1.53M 19,700 +19,700 New
FA
54
FDx Advisors
Illinois
$1.48M 19,090 +19,090 New
BG
55
BlackRock Group
United Kingdom
$1.45M 18,703 +18,703 New
Deutsche Bank
56
Deutsche Bank
Germany
$1.39M 17,938 +17,938 New
TCM
57
Twin Capital Management
Pennsylvania
$1.33M 17,200 +17,200 New
CIM
58
Confluence Investment Management
Missouri
$1.31M 16,828 +16,828 New
State of Wisconsin Investment Board
59
State of Wisconsin Investment Board
Wisconsin
$1.27M 16,387 +16,387 New
Citigroup
60
Citigroup
New York
$1.21M 15,648 +15,648 New
YIA
61
YHB Investment Advisors
Connecticut
$1.18M 15,150 +15,150 New
PP
62
PDT Partners
New York
$1.15M 14,839 +14,839 New
PI
63
Placemark Investments
Illinois
$1.15M 14,759 +14,759 New
TA
64
Teachers Advisors
New York
$1.14M 14,654 +14,654 New
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.07M 13,825 +13,825 New
Citadel Advisors
66
Citadel Advisors
Florida
$1.04M 13,339 +13,339 New
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$928K 11,931 +11,931 New
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$861K 11,100 +11,100 New
VOYA Investment Management
69
VOYA Investment Management
Georgia
$844K 10,883 +10,883 New
Natixis Advisors
70
Natixis Advisors
Massachusetts
$826K 10,642 +10,642 New
IRF
71
IBM Retirement Fund
New York
$743K 9,582 +9,582 New
First Trust Advisors
72
First Trust Advisors
Illinois
$739K 9,531 +9,531 New
UBS AM
73
UBS AM
Illinois
$736K 9,492 +9,492 New
GC
74
Guggenheim Capital
Illinois
$658K 8,480 +8,480 New
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$650K 8,375 +8,375 New
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