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Morningstar
MORN

Overview Fund Activity

146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
146
Holders Change
-23
Holders Change %
-13.61%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
66
Reduced
43
Closed
30
Calls
$904K
Puts
$1.81M
Net Calls
-$906K
Net Calls Change
-$515K

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.8M
2
Norges Bank
2
Norges Bank
Norway
$23.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$30.7M
4
CIP
4
Champlain Investment Partners
Vermont
$27.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$18.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$8.58M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
ACM
3
Atlanta Capital Management
Georgia
$251M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$7.68M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.29M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$2.36M 30,106 -129 -0.4%
PC
52
Palo Capital
California
$2.3M 29,341 +676 +2%
NFA
53
Nationwide Fund Advisors
Ohio
$2.28M 29,161 +6,310 +28%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$2.26M 28,810 -27,062 -48%
MC
55
Menta Capital
California
$2.24M 28,540 -4,200 -13%
T. Rowe Price Associates
56
T. Rowe Price Associates
Maryland
$1.79M 22,844 +2,001 +10%
YIA
57
YHB Investment Advisors
Connecticut
$1.79M 22,846 +3,145 +16%
ZCM
58
Zebra Capital Management
Connecticut
$1.76M 22,466 -1,233 -5%
BCIM
59
Black Creek Investment Management
Ontario, Canada
$1.68M 21,500 +21,500 New
FQ
60
First Quadrant
California
$1.57M 20,060 -2,017 -9%
PAM
61
Panagora Asset Management
Massachusetts
$1.56M 19,916 – –
KCM
62
Kornitzer Capital Management
Kansas
$1.3M 16,617 -3,825 -19%
CI
63
Cigna Investments
Connecticut
$1.28M 16,280 – –
US Bancorp
64
US Bancorp
Minnesota
$1.2M 15,305 +197 +1%
TCM
65
Twin Capital Management
Pennsylvania
$1.12M 14,240 +2,050 +17%
TU
66
TDAM USA
Ontario, Canada
$1.07M 13,664 -882 -6%
Deutsche Bank
67
Deutsche Bank
Germany
$1.06M 13,513 +5,667 +72%
CCMINC
68
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.05M 13,450 +2,073 +18%
Invesco
69
Invesco
Georgia
$1.01M 12,907 -5,263 -29%
CS
70
Credit Suisse
Switzerland
$991K 12,649 -3,137 -20%
UBS AM
71
UBS AM
Illinois
$938K 11,979 +2,783 +30%
AllianceBernstein
72
AllianceBernstein
Tennessee
$888K 11,334 +270 +2%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$794K 10,137 +206 +2%
PCM
74
Piermont Capital Management
Missouri
$719K 9,180 – –
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$700K 8,934 -19,364 -68%
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