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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$42.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$3.71M -$97.1K -884 -3%
Morgan Stanley
52
Morgan Stanley
New York
$3.63M -$777K -7,072 -18%
State Board of Administration of Florida Retirement System
53
State Board of Administration of Florida Retirement System
Florida
$3.37M -$107K -971 -3%
Deutsche Bank
54
Deutsche Bank
Germany
$3.36M -$425K -3,875 -11%
Fisher Asset Management
55
Fisher Asset Management
Washington
$3.19M – – –
PC
56
Palo Capital
California
$3.15M +$9.34K +85 +0.3%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$3.14M +$79.7K +726 +3%
KC
58
Kepos Capital
New York
$3.1M +$2.13M +19,426 +220%
CS
59
Credit Suisse
Switzerland
$2.9M -$467K -4,255 -14%
SG Americas Securities
60
SG Americas Securities
New York
$2.87M +$2.72M +24,784 +1,826%
YIA
61
YHB Investment Advisors
Connecticut
$2.62M +$238K +2,163 +10%
Citadel Advisors
62
Citadel Advisors
Florida
$2.55M +$318K +2,894 +14%
AG
63
Aperio Group
California
$2.48M -$1.85M -16,809 -43%
WF
64
Welch & Forbes
Massachusetts
$2.44M -$49.4K -450 -2%
T. Rowe Price Associates
65
T. Rowe Price Associates
Maryland
$2.32M -$181K -1,652 -7%
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.31M +$2.31M +21,000 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$2.26M +$1.82M +16,563 +417%
Invesco
68
Invesco
Georgia
$2.11M +$276K +2,515 +15%
UBS AM
69
UBS AM
Illinois
$2.11M -$480K -4,369 -19%
Brown Advisory
70
Brown Advisory
Maryland
$2.1M -$774K -7,047 -27%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$2.08M -$136K -1,238 -6%
US Bancorp
72
US Bancorp
Minnesota
$2.03M -$18.8K -171 -0.9%
Robeco Institutional Asset Management
73
Robeco Institutional Asset Management
Netherlands
$1.92M -$7.91K -72 -0.4%
Ameriprise
74
Ameriprise
Minnesota
$1.75M +$258K +2,348 +17%
CCMINC
75
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.65M +$31.1K +283 +2%
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