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Morningstar
MORN

Overview Fund Activity

177 hedge funds and large institutions have $1.36B invested in Morningstar in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
70
Reduced
41
Closed
11
Calls
$371K
Puts
$28K
Net Calls
+$343K
Net Calls Change
-$213K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$132M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$42M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$9.33M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$31.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$270M
2
RA
2
Royce & Associates
New York
$95.7M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
EIP
4
Epoch Investment Partners
New York
$22.4M
5
TCP
5
TAMRO Capital Partners
Virginia
$5.35M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$2.38M 29,601 +21,127 +249%
State Board of Administration of Florida Retirement System
52
State Board of Administration of Florida Retirement System
Florida
$2.38M 29,532 – –
Swiss National Bank
53
Swiss National Bank
Switzerland
$2.18M 27,100 – –
KCM
54
Kornitzer Capital Management
Kansas
$1.96M 24,365 -750 -3%
CS
55
Credit Suisse
Switzerland
$1.96M 24,344 +7,611 +45%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$1.88M 23,411 +15,570 +199%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.84M 22,924 +3,373 +17%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$1.77M 21,960 +16,856 +330%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$1.68M 20,907 +110 +0.5%
HCM
60
Highbridge Capital Management
New York
$1.65M 20,479 +16,460 +410%
Prudential Financial
61
Prudential Financial
New Jersey
$1.61M 20,043 -100 -0.5%
TA
62
Teachers Advisors
New York
$1.47M 18,327 – –
NFA
63
Nationwide Fund Advisors
Ohio
$1.46M 18,145 -10,810 -37%
YIA
64
YHB Investment Advisors
Connecticut
$1.44M 17,900 -1,050 -6%
UBS AM
65
UBS AM
Illinois
$1.33M 16,477 +1,100 +7%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$1.29M 16,076 +2,281 +17%
Deutsche Bank
67
Deutsche Bank
Germany
$1.28M 16,004 -4,452 -22%
CIP
68
Convergence Investment Partners
Florida
$1.23M 15,260 +15,260 New
DA
69
Denali Advisors
California
$1.21M 15,100 +15,100 New
Two Sigma Investments
70
Two Sigma Investments
New York
$1.2M 14,900 +14,900 New
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$1.11M 13,847 -410 -3%
BG
72
BlackRock Group
United Kingdom
$1.01M 12,613 +1,885 +18%
US Bancorp
73
US Bancorp
Minnesota
$980K 12,198 +526 +5%
T. Rowe Price Associates
74
T. Rowe Price Associates
Maryland
$976K 12,139 +39 +0.3%
SS
75
Simplicity Solutions
Minnesota
$970K 12,060 +12,060 New
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