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Morningstar
MORN

Overview Fund Activity

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.8M
3
AL
3
AJO LP
Pennsylvania
$9.54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.94M
5
PPA
5
Parametric Portfolio Associates
Washington
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
TCP
2
TAMRO Capital Partners
Virginia
$36.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$139M
5
KCM
5
Kornitzer Capital Management
Kansas
$93M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
Analytic Investors
California
$2.38M +$270K +3,452 +13%
GAM
52
Gotham Asset Management
New York
$2.3M +$2.04M +26,167 +787%
Allianz Asset Management
53
Allianz Asset Management
Germany
$2.21M +$659K +8,440 +42%
RFC
54
Russell Frank Company
Washington
$1.94M -$135K -1,703 -7%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$1.85M +$1.02M +13,015 +121%
PP
56
PDT Partners
New York
$1.82M +$938K +12,009 +106%
Ameriprise
57
Ameriprise
Minnesota
$1.81M -$196K -2,515 -10%
SBCM
58
Schwerin Boyle Capital Management
Massachusetts
$1.8M – – –
SCM
59
Stevens Capital Management
Pennsylvania
$1.62M +$1.62M +20,727 New
KCM
60
Kames Capital Management
United Kingdom
$1.59M +$1.59M +20,408 New
CIA
61
Capital Impact Advisors
Massachusetts
$1.59M +$1.59M +20,382 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$1.59M +$103K +1,321 +7%
Swiss National Bank
63
Swiss National Bank
Switzerland
$1.58M – – –
WBC
64
Westpac Banking Corp
Australia
$1.54M – – –
BCM
65
Bares Capital Management
Texas
$1.51M – – –
AllianceBernstein
66
AllianceBernstein
Tennessee
$1.5M -$261K -3,341 -15%
FA
67
FDx Advisors
Illinois
$1.49M +$17.8K +228 +1%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.42M -$129K -1,651 -8%
BG
69
BlackRock Group
United Kingdom
$1.36M +$167K +2,142 +14%
Bank of America
70
Bank of America
North Carolina
$1.25M +$313K +4,010 +33%
CIM
71
Confluence Investment Management
Missouri
$1.23M -$68.8K -882 -5%
Two Sigma Investments
72
Two Sigma Investments
New York
$1.23M +$1.23M +15,721 New
YIA
73
YHB Investment Advisors
Connecticut
$1.22M +$39.1K +500 +3%
PI
74
Placemark Investments
Illinois
$1.17M -$18.5K -237 -2%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$1.15M -$36.7K -470 -3%
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