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Morningstar
MORN

Overview Fund Activity

147 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
48
Reduced
51
Closed
9
Calls
$776K
Puts
$357K
Net Calls
+$419K
Net Calls Change
+$507K

Top Buyers

1
ACM
1
Ashe Capital Management
New Jersey
$79.6M
2
CIM
2
Confluence Investment Management
Missouri
$7.19M
3
UBS Group
3
UBS Group
Switzerland
$4.71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.63M

Top Sellers

1
KCM
1
Kornitzer Capital Management
Kansas
$2.17M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.2M
3
Wells Fargo
3
Wells Fargo
California
$7.55M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.38M
5
William Blair & Company
5
William Blair & Company
Illinois
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.5M 23,200 +500 +2%
SBCM
52
Schwerin Boyle Capital Management
Massachusetts
$1.49M 23,000 – –
KCM
53
Kames Capital Management
United Kingdom
$1.48M 22,976 – –
QI
54
Quotient Investors
New York
$1.36M 21,051 +21,051 New
Prudential Financial
55
Prudential Financial
New Jersey
$1.3M 20,143 -4,300 -18%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.3M 20,108 -21,366 -52%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.26M 19,423 -15,278 -44%
Ameriprise
58
Ameriprise
Minnesota
$1.22M 18,818 -197 -1%
FA
59
FDx Advisors
Illinois
$1.19M 18,388 +43 +0.2%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$1.17M 18,120 -55,001 -75%
RFC
61
Russell Frank Company
Washington
$1.16M 17,717 -19,880 -53%
YIA
62
YHB Investment Advisors
Connecticut
$1.13M 17,405 +880 +5%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$1.11M 17,171 +1,050 +7%
WI
64
WBI Investments
New Jersey
$1.09M 16,869 +998 +6%
BCM
65
Bares Capital Management
Texas
$1.08M 16,695 – –
Schroder Investment Management Group
66
Schroder Investment Management Group
United Kingdom
$1.07M 16,600 -6,200 -27%
TA
67
Teachers Advisors
New York
$1.01M 15,530 +3,214 +26%
State of Wisconsin Investment Board
68
State of Wisconsin Investment Board
Wisconsin
$978K 15,117 +860 +6%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$908K 14,036 +9,931 +242%
HK
70
Horizon Kinetics
New York
$840K 12,985 +821 +7%
PI
71
Placemark Investments
Illinois
$833K 12,857 -570 -4%
Citigroup
72
Citigroup
New York
$788K 12,182 -2,617 -18%
Natixis Advisors
73
Natixis Advisors
Massachusetts
$777K 12,009 +577 +5%
Bank of America
74
Bank of America
North Carolina
$759K 11,726 -7,099 -38%
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
$704K 10,885 +4,505 +71%
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