MORN icon

Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$5.31M 36,806 -2,661 -7%
Swiss National Bank
52
Swiss National Bank
Switzerland
$5.16M 35,700 +700 +2%
Morgan Stanley
53
Morgan Stanley
New York
$4.96M 34,281 -3,961 -10%
Ohio Public Employees Retirement System (OPERS)
54
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.67M 32,255 -4,707 -13%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$4.52M 31,230 +2,503 +9%
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$4.22M 29,150 -1,300 -4%
PAMU
57
Pictet Asset Management (UK)
United Kingdom
$4.1M 28,348 -5,766 -17%
MMA
58
Miracle Mile Advisors
California
$3.93M 27,145 +3,494 +15%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$3.77M 26,044 +3,071 +13%
AG
60
Aperio Group
California
$3.33M 23,035 +212 +0.9%
CS
61
Credit Suisse
Switzerland
$3.32M 22,914 +4,533 +25%
UBS AM
62
UBS AM
Illinois
$3.29M 22,713 -683 -3%
Deutsche Bank
63
Deutsche Bank
Germany
$3.26M 22,567 -2,998 -12%
YIA
64
YHB Investment Advisors
Connecticut
$3.23M 22,305 -988 -4%
WF
65
Welch & Forbes
Massachusetts
$3.1M 21,463 -708 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$3.07M 21,188 +26 +0.1%
Public Sector Pension Investment Board (PSP Investments)
67
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.04M 21,000 – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.98M 20,619 +195 +1%
Man Group
69
Man Group
United Kingdom
$2.91M 20,088 +1,473 +8%
BNP Paribas Financial Markets
70
BNP Paribas Financial Markets
France
$2.91M 20,089 -5,375 -21%
Citadel Advisors
71
Citadel Advisors
Florida
$2.84M 19,614 -9,995 -34%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.73M 18,854 -14,688 -44%
US Bancorp
73
US Bancorp
Minnesota
$2.53M 17,488 -1,454 -8%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$2.35M 16,268 -359 -2%
SRAM
75
Stone Ridge Asset Management
New York
$2.11M 14,569 +300 +2%
1 2
3
4 5