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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$5.96M
4
WI
4
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$84K
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WI
51
WBI Investments
New Jersey
$4.77M +$4.77M +37,837 New
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.66M -$155K -1,230 -3%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.41M +$139K +1,100 +3%
PAMU
54
Pictet Asset Management (UK)
United Kingdom
$4.3M +$279K +2,214 +7%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$4.23M -$26.6K -211 -0.6%
Artisan Partners
56
Artisan Partners
Wisconsin
$4.08M +$4.08M +32,380 New
State Board of Administration of Florida Retirement System
57
State Board of Administration of Florida Retirement System
Florida
$3.84M -$25.2K -200 -0.7%
Citadel Advisors
58
Citadel Advisors
Florida
$3.73M +$811K +6,436 +28%
Fisher Asset Management
59
Fisher Asset Management
Washington
$3.66M +$3.28K +26 +0.1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.62M +$16.4K +130 +0.5%
Deutsche Bank
61
Deutsche Bank
Germany
$3.22M -$631K -5,013 -16%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$3.21M +$621K +4,926 +24%
Barclays
63
Barclays
United Kingdom
$3.08M +$1.24M +9,864 +68%
MMA
64
Miracle Mile Advisors
California
$2.98M +$2.98M +23,651 New
UBS AM
65
UBS AM
Illinois
$2.95M +$525K +4,170 +22%
YIA
66
YHB Investment Advisors
Connecticut
$2.94M -$67.5K -536 -2%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$2.89M +$1.28M +10,200 +80%
AG
68
Aperio Group
California
$2.88M +$27.6K +219 +1%
WF
69
Welch & Forbes
Massachusetts
$2.79M – – –
T. Rowe Price Associates
70
T. Rowe Price Associates
Maryland
$2.67M +$2.39K +19 +0.1%
Public Sector Pension Investment Board (PSP Investments)
71
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.65M – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$2.57M +$189K +1,502 +8%
US Bancorp
73
US Bancorp
Minnesota
$2.39M +$57.8K +459 +2%
Man Group
74
Man Group
United Kingdom
$2.35M +$468K +3,716 +25%
CS
75
Credit Suisse
Switzerland
$2.32M -$1.01M -8,041 -30%
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