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Morningstar
MORN

Overview Fund Activity

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+31
Holders Change %
+15.74%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
76
Reduced
76
Closed
11
Calls
$6.47M
Puts
$4.96M
Net Calls
+$1.51M
Net Calls Change
-$2.64M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$221M
2
EAM
2
Eagle Asset Management
Florida
$34.4M
3
CTA
3
Carillon Tower Advisers
Florida
$27.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$60.9M
5
Wells Fargo
5
Wells Fargo
California
$42.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$285M
2
EIP
2
Epoch Investment Partners
New York
$7.26M
3
CIP
3
Champlain Investment Partners
Vermont
$35.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Northern Trust
5
Northern Trust
Illinois
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
51
Deutsche Bank
Germany
$4.34M +$2.95M +23,453 +213%
Swiss National Bank
52
Swiss National Bank
Switzerland
$4.21M – – –
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$3.98M -$95.7K -760 -2%
CS
54
Credit Suisse
Switzerland
$3.86M +$882K +7,009 +30%
Fisher Asset Management
55
Fisher Asset Management
Washington
$3.65M -$1.59M -12,597 -30%
PC
56
Palo Capital
California
$3.6M -$442K -3,513 -11%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.51M -$11.5K -91 -0.3%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$3.49M +$872K +6,923 +33%
Brown Advisory
59
Brown Advisory
Maryland
$3.29M -$54.5K -433 -2%
Asset Management One
60
Asset Management One
Japan
$3.24M -$1.44M -11,443 -31%
UBS AM
61
UBS AM
Illinois
$2.97M +$29.6K +235 +1%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$2.87M -$11.7K -93 -0.4%
WF
63
Welch & Forbes
Massachusetts
$2.85M -$113K -900 -4%
YIA
64
YHB Investment Advisors
Connecticut
$2.73M -$31.5K -250 -1%
Citadel Advisors
65
Citadel Advisors
Florida
$2.55M +$2.55M +20,279 New
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$2.54M -$197K -1,562 -7%
US Bancorp
67
US Bancorp
Minnesota
$2.35M -$169K -1,342 -7%
Robeco Institutional Asset Management
68
Robeco Institutional Asset Management
Netherlands
$2.2M +$2.2M +17,494 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$2.18M +$1.51K +12 +0.1%
Invesco
70
Invesco
Georgia
$2.11M +$32.6K +259 +2%
Nisa Investment Advisors
71
Nisa Investment Advisors
Missouri
$2.04M +$2.04M +16,181 New
VOYA Investment Management
72
VOYA Investment Management
Georgia
$1.94M -$26.7K -212 -1%
CCMINC
73
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.85M -$3.65K -29 -0.2%
Barclays
74
Barclays
United Kingdom
$1.79M +$1.18M +9,358 +192%
Assenagon Asset Management
75
Assenagon Asset Management
Luxembourg
$1.78M +$1.78M +14,168 New
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