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Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$932K 9,617 +1,087 +13%
SRAM
77
Stone Ridge Asset Management
New York
$892K 9,195 +9,195 New
CCMH
78
Cornerstone Capital Management Holdings
New York
$847K 8,747 +3,395 +63%
FA
79
FDx Advisors
Illinois
$811K 8,364 -100 -1%
YMRC
80
Yorktown Management & Research Company
Virginia
$735K 7,575 +7,575 New
SSP
81
Sapphire Star Partners
Washington
$684K 7,056 +7,056 New
Teacher Retirement System of Texas
82
Teacher Retirement System of Texas
Texas
$641K 6,610 +6,610 New
OAM
83
Oberweis Asset Management
Illinois
$627K 6,470 +6,470 New
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$618K 6,376 -900 -12%
BSW
85
Buckingham Strategic Wealth
Missouri
$586K 6,047 +6,047 New
MC
86
Menta Capital
California
$585K 6,031 -11,964 -66%
Acadian Asset Management
87
Acadian Asset Management
Massachusetts
$577K 5,945 +5,945 New
Deutsche Bank
88
Deutsche Bank
Germany
$575K 5,955 +2,240 +60%
HHC
89
Hutchin Hill Capital
New York
$562K 5,800 +5,800 New
Bank of Nova Scotia
90
Bank of Nova Scotia
Ontario, Canada
$558K 5,760 – –
AA
91
ALPS Advisors
Colorado
$556K 5,737 – –
PG
92
PEAK6 Group
Illinois
$540K 5,568 +5,568 New
PCM
93
Piermont Capital Management
Missouri
$515K 5,310 – –
Balyasny Asset Management
94
Balyasny Asset Management
Illinois
$493K 5,089 +1,800 +55%
Stifel Financial
95
Stifel Financial
Missouri
$476K 4,925 +1,679 +52%
FCM
96
Force Capital Management
New York
$457K 4,715 +4,715 New
FIM
97
Freedom Investment Management
Connecticut
$423K 4,363 +4,363 New
GT
98
Glenmede Trust
Pennsylvania
$420K 4,341 – –
HK
99
Horizon Kinetics
New York
$402K 4,150 -572 -12%
Rafferty Asset Management
100
Rafferty Asset Management
New York
$401K 4,134 +972 +31%
2 3
4
5 6