MORN icon

Morningstar
MORN

Overview Fund Activity

135 hedge funds and large institutions have $1.59B invested in Morningstar in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
51
Closed
16
Calls
$2.81M
Puts
$3M
Net Calls
-$190K
Net Calls Change
+$1.56M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$319M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$4.52M
3
BAMCO Inc
3
BAMCO Inc
New York
$134M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.8M
5
AI
5
Analytic Investors
California
$2.14M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
BCM
2
Bares Capital Management
Texas
$1.53M
3
BAM
3
Bedlam Asset Management
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$215M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Allianz Asset Management
51
Allianz Asset Management
Germany
$1.58M 19,900 – –
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.57M 19,822 -332 -2%
WBC
53
Westpac Banking Corp
Australia
$1.56M 19,700 +19,700 New
BCM
54
Bares Capital Management
Texas
$1.53M 19,315 -156,372 -89%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$1.51M 19,059 +15,109 +383%
FA
56
FDx Advisors
Illinois
$1.49M 18,824 -266 -1%
Citigroup
57
Citigroup
New York
$1.45M 18,305 +2,657 +17%
Deutsche Bank
58
Deutsche Bank
Germany
$1.36M 17,123 -815 -5%
CIM
59
Confluence Investment Management
Missouri
$1.32M 16,652 -176 -1%
TCM
60
Twin Capital Management
Pennsylvania
$1.28M 16,100 -1,100 -6%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.27M 15,973 +4,042 +34%
BG
62
BlackRock Group
United Kingdom
$1.21M 15,224 -3,479 -19%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.21M 15,207 -1,180 -7%
PI
64
Placemark Investments
Illinois
$1.2M 15,145 +386 +3%
YIA
65
YHB Investment Advisors
Connecticut
$1.2M 15,105 -45 -0.3%
COPPSERS
66
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.1M 13,825 – –
TA
67
Teachers Advisors
New York
$978K 12,344 -2,310 -16%
Bank of America
68
Bank of America
North Carolina
$954K 12,037 -12,093 -50%
PP
69
PDT Partners
New York
$898K 11,326 -3,513 -24%
VRS
70
Virginia Retirement Systems
Virginia
$872K 11,000 +3,100 +39%
VOYA Investment Management
71
VOYA Investment Management
Georgia
$863K 10,883 – –
UBS AM
72
UBS AM
Illinois
$863K 10,892 +1,400 +15%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$851K 10,732 +2,357 +28%
Natixis Advisors
74
Natixis Advisors
Massachusetts
$850K 10,725 +83 +0.8%
RFC
75
Regions Financial Corp
Alabama
$792K 10,000 +4,657 +87%
1 2
3
4 5