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Morningstar
MORN

Overview Fund Activity

147 hedge funds and large institutions have $1.44B invested in Morningstar in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 25 closing their positions.

Holders
147
Holders Change
-15
Holders Change %
-9.26%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
57
Reduced
50
Closed
25
Calls
$2.28M
Puts
$1.89M
Net Calls
+$387K
Net Calls Change
+$145K

Top Buyers

1
MNA
1
Manning & Napier Advisors
New York
$20.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$19.4M
3
AI
3
Analytic Investors
California
$10.8M
4
Prudential Financial
4
Prudential Financial
New Jersey
$8.23M
5
PPA
5
Parametric Portfolio Associates
Washington
$21.9M

Top Sellers

1
TCP
1
TAMRO Capital Partners
Virginia
$0
2
AL
2
AJO LP
Pennsylvania
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$482K
4
Invesco
4
Invesco
Georgia
$466K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
NCCM
76
Nine Chapters Capital Management
New Jersey
$940K 11,900 -29,600 -71%
PI
77
Placemark Investments
Illinois
$938K 11,857 -3,051 -20%
UBS AM
78
UBS AM
Illinois
$868K 10,992 – –
VOYA Investment Management
79
VOYA Investment Management
Georgia
$867K 10,978 +194 +2%
TCM
80
Twin Capital Management
Pennsylvania
$841K 10,640 -1,060 -9%
Natixis Advisors
81
Natixis Advisors
Massachusetts
$834K 10,550 +598 +6%
Grantham, Mayo, Van Otterloo & Co (GMO)
82
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$798K 10,100 +100 +1%
GMIM
83
General Motors Investment Management
New York
$789K 9,982 +9,982 New
HK
84
Horizon Kinetics
New York
$774K 9,801 +3,147 +47%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$750K 9,491 -14,256 -60%
Stifel Financial
86
Stifel Financial
Missouri
$728K 9,218 +9,218 New
RFC
87
Regions Financial Corp
Alabama
$706K 8,942 -5,016 -36%
AG
88
Aperio Group
California
$662K 8,382 +8,382 New
PP
89
PDT Partners
New York
$649K 8,208 -15,127 -65%
DC
90
Deere & Company
Illinois
$649K 8,208 – –
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$589K 7,455 – –
US Bancorp
92
US Bancorp
Minnesota
$584K 7,389 +1,580 +27%
BIM
93
BlackRock Investment Management
Delaware
$581K 7,353 +266 +4%
AA
94
ALPS Advisors
Colorado
$572K 7,241 +987 +16%
FIM
95
Fernwood Investment Management
Massachusetts
$528K 6,685 – –
HNB
96
Huntington National Bank
Ohio
$489K 6,185 -134 -2%
Wellington Management Group
97
Wellington Management Group
Massachusetts
$482K 6,095 -108,426 -95%
Invesco
98
Invesco
Georgia
$466K 5,891 -66,266 -92%
SG Americas Securities
99
SG Americas Securities
New York
$465K 5,890 +5,890 New
WBC
100
Westpac Banking Corp
Australia
$458K 5,800 -13,900 -71%
2 3
4
5 6