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Morningstar

156 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,527% more call options, than puts

Call options by funds: $578K | Put options by funds: $22K

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

14% more funds holding

Funds holding: 137156 (+19)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$1.17M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
60
Reduced
42
Closed
6
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
76
Aperio Group
California
$751K +$18.5K +226 +2%
Invesco
77
Invesco
Georgia
$739K +$41.2K +505 +6%
Arrowstreet Capital
78
Arrowstreet Capital
Massachusetts
$722K +$735K +9,000 New
PI
79
Putnam Investments
Massachusetts
$704K +$716K +8,775 New
VOYA Investment Management
80
VOYA Investment Management
Georgia
$695K -$9.8K -120 -1%
HK
81
Horizon Kinetics
New York
$693K -$250K -3,059 -26%
UBS Group
82
UBS Group
Switzerland
$680K -$522K -6,392 -43%
Tudor Investment Corp
83
Tudor Investment Corp
Connecticut
$629K +$262K +3,205 +69%
AIA
84
Avalon Investment & Advisory
Texas
$606K +$616K +7,547 New
CCMINC
85
Cardinal Capital Management Inc (North Carolina)
North Carolina
$575K +$72.8K +892 +14%
Public Employees Retirement Association of Colorado
86
Public Employees Retirement Association of Colorado
Colorado
$543K -$22.5K -276 -4%
Allianz Asset Management
87
Allianz Asset Management
Germany
$513K -$192K -2,355 -27%
EMG
88
Ellington Management Group
Connecticut
$506K +$514K +6,300 New
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$462K +$185K +2,260 +65%
AQR Capital Management
90
AQR Capital Management
Connecticut
$426K +$433K +5,309 New
QI
91
QS Investors
New York
$425K +$433K +5,300 New
HNB
92
Huntington National Bank
Ohio
$411K -$12.7K -155 -3%
M&T Bank
93
M&T Bank
New York
$411K +$129K +1,585 +45%
D.E. Shaw & Co
94
D.E. Shaw & Co
New York
$410K -$167K -2,042 -29%
Principal Financial Group
95
Principal Financial Group
Iowa
$405K -$53.6K -656 -12%
IFLIT
96
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$401K
BMCMI
97
Bryn Mawr Capital Management Inc
Pennsylvania
$374K +$381K +4,662 New
Stifel Financial
98
Stifel Financial
Missouri
$358K +$94.9K +1,162 +35%
BA
99
BlackRock Advisors
Delaware
$352K +$119K +1,457 +50%
HIM
100
Hillsdale Investment Management
Ontario, Canada
$345K