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Morningstar
MORN

Overview Fund Activity

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
57
Reduced
59
Closed
15
Calls
$2K
Puts
$393K
Net Calls
-$391K
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.9M
2
CIP
2
Champlain Investment Partners
Vermont
$22.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$110M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.43M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$25.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
RA
2
Royce & Associates
New York
$52M
3
ACM
3
Atlanta Capital Management
Georgia
$255M
4
UBS AM
4
UBS AM
Illinois
$723K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$46.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
76
Wealth Enhancement Advisory Services
Minnesota
$776K 10,016 +10,016 New
UBS AM
77
UBS AM
Illinois
$723K 9,196 -42,599 -82%
PCM
78
Piermont Capital Management
Missouri
$722K 9,180 – –
FA
79
FDx Advisors
Illinois
$695K 8,840 -372 -4%
AG
80
Aperio Group
California
$684K 8,708 +1,763 +25%
HCM
81
Highbridge Capital Management
New York
$674K 8,578 +8,578 New
Citigroup
82
Citigroup
New York
$626K 7,968 -15,699 -66%
Deutsche Bank
83
Deutsche Bank
Germany
$616K 7,846 +2,452 +45%
Legal & General Group
84
Legal & General Group
United Kingdom
$591K 7,517 +3,912 +109%
IR
85
Invictus RG
Bermuda
$536K 6,822 +6,822 New
VKH
86
Virtu KCG Holdings
New York
$502K 6,388 +3,401 +114%
RQS
87
Ramsey Quantitative Systems
Kentucky
$488K 9,541 +3,387 +55%
PGIM
88
Pacific Global Investment Management
California
$474K 6,025 -12,568 -68%
AA
89
ALPS Advisors
Colorado
$472K 6,002 +6,002 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$453K 5,760 – –
HK
91
Horizon Kinetics
New York
$406K 5,171 -490 -9%
DTL
92
Dynamic Technology Lab
Singapore
$384K 4,888 +4,888 New
Ameriprise
93
Ameriprise
Minnesota
$360K 4,574 +4,574 New
RFCA
94
R&F Capital Advisors
New York
$355K 4,522 +4,522 New
Barclays
95
Barclays
United Kingdom
$350K 4,449 -1,318 -23%
GC
96
Guggenheim Capital
Illinois
$345K 4,394 -2,275 -34%
M&T Bank
97
M&T Bank
New York
$320K 4,085 +24 +0.6%
GT
98
Glenmede Trust
Pennsylvania
$318K 4,066 – –
OAM
99
Oppenheimer Asset Management
New York
$299K 3,809 +3,809 New
Envestnet Asset Management
100
Envestnet Asset Management
Illinois
$297K 3,779 +225 +6%
2 3
4
5 6