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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
51
Axa
France
$7.66M 50,604 +33,904 +203%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$7.07M 46,737 -933 -2%
Morgan Stanley
53
Morgan Stanley
New York
$5.95M 39,301 -22,344 -36%
Swiss National Bank
54
Swiss National Bank
Switzerland
$5.57M 36,800 +800 +2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$5.17M 34,194 +2,589 +8%
William Blair & Company
56
William Blair & Company
Illinois
$4.64M 30,684 +1 +0%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$4.61M 30,437 +6,807 +29%
PAMU
58
Pictet Asset Management (UK)
United Kingdom
$4.56M 30,156 +1,808 +6%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$4.41M 29,150 – –
Principal Financial Group
60
Principal Financial Group
Iowa
$4.34M 28,661 +26,396 +1,165%
AG
61
Aperio Group
California
$4.3M 28,418 -285 -1%
SEI Investments
62
SEI Investments
Pennsylvania
$4.23M 27,638 -12,734 -32%
UBS AM
63
UBS AM
Illinois
$4.02M 26,556 +1,494 +6%
MMA
64
Miracle Mile Advisors
California
$3.98M 26,316 +769 +3%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.8M 25,127 -291 -1%
CS
66
Credit Suisse
Switzerland
$3.6M 23,785 +2,537 +12%
Russell Investments Group
67
Russell Investments Group
United Kingdom
$3.56M 23,509 -26,878 -53%
Fisher Asset Management
68
Fisher Asset Management
Washington
$3.53M 23,339 -21,109 -47%
YIA
69
YHB Investment Advisors
Connecticut
$3.41M 22,563 -205 -0.9%
Deutsche Bank
70
Deutsche Bank
Germany
$3.38M 22,368 -50,661 -69%
Public Sector Pension Investment Board (PSP Investments)
71
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.18M 21,000 – –
WF
72
Welch & Forbes
Massachusetts
$3.18M 20,997 -216 -1%
WG
73
Winton Group
United Kingdom
$3.06M 20,245 -8,039 -28%
CB
74
Commerce Bank
Missouri
$3.02M 19,935 +284 +1%
T. Rowe Price Associates
75
T. Rowe Price Associates
Maryland
$2.94M 19,446 +595 +3%
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