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Morningstar
MORN

Overview Fund Activity

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.8M
3
AL
3
AJO LP
Pennsylvania
$9.54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.94M
5
PPA
5
Parametric Portfolio Associates
Washington
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
TCP
2
TAMRO Capital Partners
Virginia
$36.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$139M
5
KCM
5
Kornitzer Capital Management
Kansas
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
VRS
76
Virginia Retirement Systems
Virginia
$1.14M 14,600 +3,600 +33%
First Trust Advisors
77
First Trust Advisors
Illinois
$1.12M 14,276 -19,213 -57%
PP
78
Paloma Partners
Connecticut
$1.1M 14,077 +14,077 New
RFC
79
Regions Financial Corp
Alabama
$1.09M 13,958 +3,958 +40%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.08M 13,825 – –
TA
81
Teachers Advisors
New York
$988K 12,658 +314 +3%
TCM
82
Twin Capital Management
Pennsylvania
$914K 11,700 -4,400 -27%
Jane Street
83
Jane Street
New York
$868K 11,114 +11,114 New
UBS AM
84
UBS AM
Illinois
$859K 10,992 +100 +0.9%
Citigroup
85
Citigroup
New York
$846K 10,830 -7,475 -41%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$842K 10,784 -99 -0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
87
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$781K 10,000 +500 +5%
Natixis Advisors
88
Natixis Advisors
Massachusetts
$777K 9,952 -773 -7%
JG
89
Jefferies Group
New York
$774K 9,917 +9,917 New
American Century Companies
90
American Century Companies
Missouri
$735K 9,418 +9,418 New
Arrowstreet Capital
91
Arrowstreet Capital
Massachusetts
$655K 8,391 +8,391 New
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$653K 8,375 -7,598 -48%
Principal Financial Group
93
Principal Financial Group
Iowa
$643K 8,235 +4,716 +134%
DC
94
Deere & Company
Illinois
$641K 8,208 – –
IRF
95
IBM Retirement Fund
New York
$632K 8,103 -141 -2%
AG
96
Aperio Group
California
– – -4,759 Closed
GC
97
Guggenheim Capital
Illinois
$597K 7,648 -94 -1%
Public Employees Retirement Association of Colorado
98
Public Employees Retirement Association of Colorado
Colorado
$582K 7,455 +11 +0.1%
BIM
99
BlackRock Investment Management
Delaware
$553K 7,087 -219 -3%
FIM
100
Fernwood Investment Management
Massachusetts
$522K 6,685 +6,685 New
2 3
4
5 6