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Morningstar
MORN

Overview Fund Activity

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
57
Reduced
59
Closed
15
Calls
$2K
Puts
$393K
Net Calls
-$391K
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.9M
2
CIP
2
Champlain Investment Partners
Vermont
$22.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$110M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.43M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$25.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
RA
2
Royce & Associates
New York
$52M
3
ACM
3
Atlanta Capital Management
Georgia
$255M
4
UBS AM
4
UBS AM
Illinois
$723K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$2.48M – – –
VOYA Investment Management
52
VOYA Investment Management
Georgia
$2.38M -$26.4K -336 -1%
First Trust Advisors
53
First Trust Advisors
Illinois
$2.3M +$423K +5,387 +23%
PC
54
Palo Capital
California
$2.25M -$78.2K -995 -3%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$2.22M -$1.4M -17,853 -39%
ZCM
56
Zebra Capital Management
Connecticut
$1.86M +$193K +2,456 +12%
NFA
57
Nationwide Fund Advisors
Ohio
$1.8M -$141K -1,792 -7%
LG
58
Leuthold Group
Minnesota
$1.78M -$39.8K -507 -2%
FQ
59
First Quadrant
California
$1.74M +$59.4K +756 +4%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.64M +$55.2K +702 +3%
KCM
61
Kornitzer Capital Management
Kansas
$1.61M -$52.9K -673 -3%
PAM
62
Panagora Asset Management
Massachusetts
$1.57M +$1.4M +17,826 +853%
YIA
63
YHB Investment Advisors
Connecticut
$1.44M +$69.1K +945 +5%
Invesco
64
Invesco
Georgia
$1.43M +$291K +3,707 +26%
CI
65
Cigna Investments
Connecticut
$1.28M +$71.6K +911 +6%
CS
66
Credit Suisse
Switzerland
$1.24M -$523K -6,647 -30%
US Bancorp
67
US Bancorp
Minnesota
$1.19M +$86.4K +1,100 +8%
TU
68
TDAM USA
Ontario, Canada
$1.14M +$20.4K +260 +2%
TCM
69
Twin Capital Management
Pennsylvania
$958K -$19.6K -250 -2%
UBS Group
70
UBS Group
Switzerland
$951K -$538K -6,851 -36%
CCMINC
71
Cardinal Capital Management Inc (North Carolina)
North Carolina
$894K +$15.2K +194 +2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$870K -$3.93K -50 -0.4%
MF
73
Magnetar Financial
Illinois
$834K +$834K +10,614 New
GC
74
Globeflex Capital
California
$802K – – –
Neuberger Berman Group
75
Neuberger Berman Group
New York
$781K +$127K +1,611 +19%
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