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Morningstar
MORN

Overview Fund Activity

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K

Top Buyers

1
Invesco
1
Invesco
Georgia
$56.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.7M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$234M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$92K
3
Charles Schwab
3
Charles Schwab
California
$17.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$5.26M 36,000 +300 +0.8%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$4.79M 32,748 +6,704 +26%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$4.62M 31,605 +375 +1%
William Blair & Company
54
William Blair & Company
Illinois
$4.48M 30,683 -7,982 -21%
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$4.26M 29,150 – –
AG
56
Aperio Group
California
$4.2M 28,703 +5,668 +25%
PAMU
57
Pictet Asset Management (UK)
United Kingdom
$4.14M 28,348 – –
WG
58
Winton Group
United Kingdom
$4.13M 28,284 +20,557 +266%
Citadel Advisors
59
Citadel Advisors
Florida
$4.08M 27,921 +8,307 +42%
MMA
60
Miracle Mile Advisors
California
$3.73M 25,547 -1,598 -6%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.72M 25,418 -6,837 -21%
UBS AM
62
UBS AM
Illinois
$3.66M 25,062 +2,349 +10%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$3.45M 23,630 +3,011 +15%
YIA
64
YHB Investment Advisors
Connecticut
$3.33M 22,768 +463 +2%
MSL
65
Mackay Shields LLC
New York
$3.21M 21,988 +21,988 New
CS
66
Credit Suisse
Switzerland
$3.11M 21,248 -1,666 -7%
WF
67
Welch & Forbes
Massachusetts
$3.1M 21,213 -250 -1%
FQ
68
First Quadrant
California
$3.08M 21,086 +9,747 +86%
Public Sector Pension Investment Board (PSP Investments)
69
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.07M 21,000 – –
CB
70
Commerce Bank
Missouri
$2.87M 19,651 +16,686 +563%
T. Rowe Price Associates
71
T. Rowe Price Associates
Maryland
$2.76M 18,851 -2,337 -11%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$2.71M 18,557 -297 -2%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$2.63M 18,018 +1,750 +11%
American Century Companies
74
American Century Companies
Missouri
$2.54M 17,377 +17,377 New
US Bancorp
75
US Bancorp
Minnesota
$2.46M 16,796 -692 -4%
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