MORN icon

Morningstar
MORN

Overview Fund Activity

170 hedge funds and large institutions have $1.22B invested in Morningstar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.

Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
61
Reduced
54
Closed
22
Calls
$1.02M
Puts
$213K
Net Calls
+$809K
Net Calls Change
+$984K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$94.1M
2
BTW
2
Boston Trust Walden
Massachusetts
$14.6M
3
JIC
3
Johnson Investment Counsel
Ohio
$10.6M
4
CCM
4
Copeland Capital Management
Pennsylvania
$9.87M
5
CIP
5
Champlain Investment Partners
Vermont
$6.97M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$0
2
RA
2
Royce & Associates
New York
$57.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$818K
4
Northern Trust
4
Northern Trust
Illinois
$15.5M
5
HCM
5
Highbridge Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
51
Millennium Management
New York
$2.26M -$2.28M -31,061 -50%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$2.25M +$1.66M +22,558 +282%
PC
53
Palo Capital
California
$2.18M +$2.18M +29,660 New
AP
54
AHL Partners
United Kingdom
$1.98M +$1.1M +14,924 +124%
NFA
55
Nationwide Fund Advisors
Ohio
$1.81M -$72.5K -985 -4%
First Trust Advisors
56
First Trust Advisors
Illinois
$1.76M +$34.6K +470 +2%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$1.75M +$117K +1,589 +7%
Citigroup
58
Citigroup
New York
$1.74M -$1.76M -23,971 -50%
LG
59
Leuthold Group
Minnesota
$1.7M -$258K -3,505 -13%
CS
60
Credit Suisse
Switzerland
$1.65M -$190K -2,586 -10%
FQ
61
First Quadrant
California
$1.57M +$74.4K +1,011 +5%
ZCM
62
Zebra Capital Management
Connecticut
$1.56M -$86.5K -1,175 -5%
KCM
63
Kornitzer Capital Management
Kansas
$1.55M -$34.9K -475 -2%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$1.48M – – –
MC
65
Menta Capital
California
$1.46M +$1.46M +19,804 New
SEI Investments
66
SEI Investments
Pennsylvania
$1.4M -$170K -2,314 -11%
UBS Group
67
UBS Group
Switzerland
$1.39M +$366K +4,974 +36%
YIA
68
YHB Investment Advisors
Connecticut
$1.38M +$58.5K +795 +4%
PGIM
69
Pacific Global Investment Management
California
$1.37M +$432K +5,868 +46%
CCMH
70
Cornerstone Capital Management Holdings
New York
$1.2M -$2.44M -33,125 -67%
CI
71
Cigna Investments
Connecticut
$1.13M +$1.13M +15,369 New
BG
72
BlackRock Group
United Kingdom
$1.12M +$132K +1,798 +13%
CG
73
Clinton Group
New York
$1.1M -$54.8K -745 -5%
Invesco
74
Invesco
Georgia
$1.06M +$139K +1,887 +15%
TU
75
TDAM USA
Ontario, Canada
$1.05M +$9.86K +134 +0.9%
1 2
3
4 5