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Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$2.69M 27,735 -254 -0.9%
WF
52
Welch & Forbes
Massachusetts
$2.68M 27,621 -4,369 -14%
AG
53
Aperio Group
California
$2.62M 27,052 +5,981 +28%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$2.22M 22,844 – –
YIA
55
YHB Investment Advisors
Connecticut
$2.11M 21,786 +260 +1%
UBS Group
56
UBS Group
Switzerland
$2.1M 21,661 -47,929 -69%
BCIM
57
Black Creek Investment Management
Ontario, Canada
$2.09M 21,500 – –
US Bancorp
58
US Bancorp
Minnesota
$1.87M 19,274 +978 +5%
UBS AM
59
UBS AM
Illinois
$1.87M 19,246 +4,969 +35%
First Trust Advisors
60
First Trust Advisors
Illinois
$1.71M 17,660 -17,344 -50%
CS
61
Credit Suisse
Switzerland
$1.62M 16,732 +3,119 +23%
ZCM
62
Zebra Capital Management
Connecticut
$1.59M 16,384 -5,686 -26%
CI
63
Cigna Investments
Connecticut
$1.59M 16,343 – –
FQ
64
First Quadrant
California
$1.56M 16,129 – –
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.51M 15,608 -16,182 -51%
Invesco
66
Invesco
Georgia
$1.47M 15,111 +648 +4%
VOYA Investment Management
67
VOYA Investment Management
Georgia
$1.45M 14,948 -287 -2%
CCMINC
68
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.43M 14,793 -46 -0.3%
KCM
69
Kornitzer Capital Management
Kansas
$1.41M 14,492 -600 -4%
Neuberger Berman Group
70
Neuberger Berman Group
New York
$1.25M 12,928 -434 -3%
TU
71
TDAM USA
Ontario, Canada
$1.17M 12,023 -1,507 -11%
AllianceBernstein
72
AllianceBernstein
Tennessee
$1.12M 11,534 -50 -0.4%
Citigroup
73
Citigroup
New York
$981K 10,119 -381 -4%
Legal & General Group
74
Legal & General Group
United Kingdom
$945K 9,745 +2,101 +27%
M&T Bank
75
M&T Bank
New York
$942K 9,707 +2,982 +44%
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