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Morningstar
MORN

Overview Fund Activity

152 hedge funds and large institutions have $1.42B invested in Morningstar in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
52
Reduced
50
Closed
10
Calls
$2.81M
Puts
$603K
Net Calls
+$2.21M
Net Calls Change
+$3.12M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$60.6M
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$3.22M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.98M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$85.9M
2
Norges Bank
2
Norges Bank
Norway
$19.5M
3
CIM
3
Confluence Investment Management
Missouri
$11.7M
4
BlackRock
4
BlackRock
New York
$65.4M
5
ACM
5
Atlanta Capital Management
Georgia
$270M
Name Market Value Shares Shares
Change 		Shares
Change %
FA
76
FDx Advisors
Illinois
$719K 8,464 -303 -3%
Legal & General Group
77
Legal & General Group
United Kingdom
$649K 7,644 – –
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$618K 7,276 -1,658 -19%
M&T Bank
79
M&T Bank
New York
$571K 6,725 +1,677 +33%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$489K 5,760 – –
AA
81
ALPS Advisors
Colorado
$488K 5,737 -281 -5%
CCMH
82
Cornerstone Capital Management Holdings
New York
$454K 5,352 +5,352 New
PCM
83
Piermont Capital Management
Missouri
$451K 5,310 -3,870 -42%
HK
84
Horizon Kinetics
New York
$401K 4,722 -389 -8%
Barclays
85
Barclays
United Kingdom
$374K 4,405 -1,145 -21%
GT
86
Glenmede Trust
Pennsylvania
$368K 4,341 +275 +7%
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$341K 4,029 -97 -2%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$328K 3,854 +80 +2%
PHS
89
Pekin Hardy Strauss
Illinois
$324K 3,812 +276 +8%
Deutsche Bank
90
Deutsche Bank
Germany
$314K 3,715 -9,798 -73%
AP
91
AHL Partners
United Kingdom
$311K 3,665 – –
CB
92
Commerce Bank
Missouri
$309K 3,634 – –
ACI
93
AMP Capital Investors
Australia
$307K 3,616 – –
AB
94
Amalgamated Bank
New York
$303K 3,568 +59 +2%
URS
95
Utah Retirement Systems
Utah
$297K 3,490 – –
Nomura Holdings
96
Nomura Holdings
Japan
$296K 3,477 +3,477 New
Public Employees Retirement Association of Colorado
97
Public Employees Retirement Association of Colorado
Colorado
$288K 3,383 – –
RJA
98
Raymond James & Associates
Florida
$288K 3,386 +88 +3%
Stifel Financial
99
Stifel Financial
Missouri
$280K 3,246 +3,246 New
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$280K 3,289 +3,289 New
2 3
4
5 6