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Morningstar

171 hedge funds and large institutions have $1.31B invested in Morningstar in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 18 closing their positions.

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
66
Reduced
55
Closed
18
Calls
$63K
Puts
$238K
Net Calls
-$175K
Net Calls Change
-$178K
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
76
UBS Group
Switzerland
$1.11M 13,977 +2,587 +23%
BG
77
BlackRock Group
United Kingdom
$1.06M 13,354 -1,610 -11%
PGIM
78
Pacific Global Investment Management
California
$1.01M 12,725 +12,725 New
Invesco
79
Invesco
Georgia
$997K 12,576 +1,989 +19%
Prudential Financial
80
Prudential Financial
New Jersey
$955K 12,043 -6,800 -36%
AP
81
AHL Partners
United Kingdom
$954K 12,031 +12,031 New
State of Wisconsin Investment Board
82
State of Wisconsin Investment Board
Wisconsin
$913K 11,517 -100 -0.9%
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$912K 11,496 -38,991 -77%
BlackRock
84
BlackRock
New York
$885K 11,153 +5,751 +106%
TCM
85
Twin Capital Management
Pennsylvania
$847K 10,690 +6,350 +146%
GC
86
Globeflex Capital
California
$809K 10,200
FA
87
FDx Advisors
Illinois
$801K 10,105 -1,106 -10%
BA
88
BlackRock Advisors
Delaware
$788K 9,938 +311 +3%
CCMINC
89
Cardinal Capital Management Inc (North Carolina)
North Carolina
$747K 9,424 +865 +10%
Allianz Asset Management
90
Allianz Asset Management
Germany
$737K 9,292 -23,196 -71%
RQS
91
Ramsey Quantitative Systems
Kentucky
$730K 9,208 +9,208 New
AG
92
Aperio Group
California
$710K 8,959 +564 +7%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$707K 8,924 +8,924 New
JIC
94
Johnson Investment Counsel
Ohio
$676K 8,539 +2,000 +31%
Neuberger Berman Group
95
Neuberger Berman Group
New York
$563K 7,097 +1,130 +19%
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$555K 7,000 -4,831 -41%
BIM
97
BlackRock Investment Management
Delaware
$531K 6,698
DTL
98
Dynamic Technology Lab
Singapore
$503K 6,349 +3,202 +102%
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$470K 5,928 -1,958 -25%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$456K 5,760