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Morningstar

156 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,527% more call options, than puts

Call options by funds: $578K | Put options by funds: $22K

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

14% more funds holding

Funds holding: 137156 (+19)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$1.17M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
60
Reduced
42
Closed
6
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$1.64M +$30.5K +374 +2%
Prudential Financial
52
Prudential Financial
New Jersey
$1.62M
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$1.6M +$1.63M +19,920 New
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.57M -$317K -3,884 -17%
TU
55
TDAM USA
Ontario, Canada
$1.55M +$12.2K +150 +0.8%
YIA
56
YHB Investment Advisors
Connecticut
$1.52M +$21.6K +265 +1%
TA
57
Teachers Advisors
New York
$1.47M +$290K +3,558 +24%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.47M -$434K -5,315 -23%
CS
59
Credit Suisse
Switzerland
$1.34M +$676K +8,286 +98%
UBS AM
60
UBS AM
Illinois
$1.23M +$260K +3,185 +26%
Goldman Sachs
61
Goldman Sachs
New York
$1.16M +$423K +5,185 +56%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$1.14M -$35.1K -430 -3%
Citigroup
63
Citigroup
New York
$1.14M +$289K +3,541 +33%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$1.11M +$992K +12,155 +741%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.07M +$884K +10,822 +438%
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$1.04M -$684K -8,380 -39%
FA
67
FDx Advisors
Illinois
$1.02M -$41.1K -504 -4%
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$975K +$43.4K +531 +5%
T. Rowe Price Associates
69
T. Rowe Price Associates
Maryland
$971K
CIA
70
Capital Impact Advisors
Massachusetts
$939K
US Bancorp
71
US Bancorp
Minnesota
$936K +$14.8K +181 +2%
BG
72
BlackRock Group
United Kingdom
$861K +$104K +1,272 +13%
AllianceBernstein
73
AllianceBernstein
Tennessee
$830K -$3.27K -40 -0.4%
VRS
74
Virginia Retirement Systems
Virginia
$795K +$57.1K +700 +8%
BIM
75
BlackRock Investment Management
Delaware
$755K -$90.2K -1,105 -11%