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Morningstar
MORN

Overview Fund Activity

171 hedge funds and large institutions have $1.31B invested in Morningstar in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
66
Reduced
55
Closed
18
Calls
$63K
Puts
$238K
Net Calls
-$175K
Net Calls Change
-$178K

Top Buyers

1
ACM
1
American Capital Management
New York
$16.2M
2
Bessemer Group
2
Bessemer Group
New Jersey
$13.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$76.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.54M
5
UBS AM
5
UBS AM
Illinois
$8.33M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$33.3M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
PIM
3
Perkins Investment Management
Illinois
$396K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.86M
5
AIM
5
Artemis Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.51M -$95.1K -1,200 -4%
TA
52
Teachers Advisors
New York
$2.5M +$861K +10,861 +53%
LG
53
Leuthold Group
Minnesota
$2.11M +$2.11M +26,598 New
NFA
54
Nationwide Fund Advisors
Ohio
$2.03M -$95.7K -1,207 -4%
CS
55
Credit Suisse
Switzerland
$1.98M +$740K +9,335 +60%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.9M +$1.9M +23,984 New
First Trust Advisors
57
First Trust Advisors
Illinois
$1.86M -$4.72M -59,506 -72%
Capital Fund Management (CFM)
58
Capital Fund Management (CFM)
France
$1.8M -$444K -5,599 -20%
ZCM
59
Zebra Capital Management
Connecticut
$1.78M +$287K +3,621 +19%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$1.77M -$1.49M -18,800 -46%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$1.76M -$13.1K -165 -0.7%
KCM
62
Kornitzer Capital Management
Kansas
$1.71M -$178K -2,250 -9%
SEI Investments
63
SEI Investments
Pennsylvania
$1.69M +$464K +5,852 +38%
AAMU
64
AEGON Asset Management (UK)
United Kingdom
$1.62M -$496K -6,266 -23%
FQ
65
First Quadrant
California
$1.61M +$1.56M +19,675 +3,098%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.6M +$412K +5,200 +35%
YIA
67
YHB Investment Advisors
Connecticut
$1.42M +$15.9K +200 +1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$1.27M -$31.7K -400 -2%
SCA
69
Secor Capital Advisors
New York
$1.27M +$349K +4,407 +38%
CG
70
Clinton Group
New York
$1.25M +$857K +10,814 +219%
US Bancorp
71
US Bancorp
Minnesota
$1.24M +$92.1K +1,163 +8%
GC
72
Guggenheim Capital
Illinois
$1.23M -$151K -1,901 -11%
LCM
73
Landscape Capital Management
New Jersey
$1.13M +$37.7K +476 +3%
TU
74
TDAM USA
Ontario, Canada
$1.12M -$19.8K -250 -2%
AIA
75
Avalon Investment & Advisory
Texas
$1.11M +$7.53K +95 +0.7%
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