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Morningstar
MORN

Overview Fund Activity

176 hedge funds and large institutions have $1.58B invested in Morningstar in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
68
Reduced
56
Closed
20
Calls
$3.99M
Puts
$4.91M
Net Calls
-$927K
Net Calls Change
-$2.68M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$92.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.67M
3
CIP
3
Champlain Investment Partners
Vermont
$40.3M
4
Wells Fargo
4
Wells Fargo
California
$19.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.7M

Top Sellers

1
JIC
1
Johnson Investment Counsel
Ohio
$2.48M
2
William Blair & Company
2
William Blair & Company
Illinois
$7.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$8.14M
4
CGI
4
CI Global Investments
California
$0
5
Millennium Management
5
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
76
Ameriprise
Minnesota
$1.04M +$123K +1,283 +13%
Legal & General Group
77
Legal & General Group
United Kingdom
$943K +$11.8K +124 +1%
SRAM
78
Stone Ridge Asset Management
New York
$878K – – –
Citigroup
79
Citigroup
New York
$866K -$101K -1,053 -10%
Deutsche Bank
80
Deutsche Bank
Germany
$863K +$295K +3,092 +52%
FCM
81
Force Capital Management
New York
$842K +$392K +4,100 +87%
Balyasny Asset Management
82
Balyasny Asset Management
Illinois
$840K +$354K +3,700 +73%
AIM
83
Assured Investment Management
New York
$815K +$815K +8,535 New
FA
84
FDx Advisors
Illinois
$789K -$9.84K -103 -1%
YMRC
85
Yorktown Management & Research Company
Virginia
$724K – – –
SSP
86
Sapphire Star Partners
Washington
$688K +$14.6K +153 +2%
Stifel Financial
87
Stifel Financial
Missouri
$648K +$179K +1,883 +38%
OAM
88
Oberweis Asset Management
Illinois
$618K – – –
OAM
89
Oxford Asset Management
United Kingdom
$615K +$615K +6,439 New
BSW
90
Buckingham Strategic Wealth
Missouri
$578K – – –
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$561K -$47.7K -500 -8%
ACI
92
AMP Capital Investors
Australia
$560K +$560K +5,900 New
PAM
93
Panagora Asset Management
Massachusetts
$510K +$310K +3,251 +156%
PCM
94
Piermont Capital Management
Missouri
$507K – – –
SCM
95
Stevens Capital Management
Pennsylvania
$504K +$504K +5,274 New
Rafferty Asset Management
96
Rafferty Asset Management
New York
$462K +$67K +701 +17%
FIM
97
Freedom Investment Management
Connecticut
$442K +$25.2K +264 +6%
GT
98
Glenmede Trust
Pennsylvania
$420K – – –
Teacher Retirement System of Texas
99
Teacher Retirement System of Texas
Texas
$407K -$224K -2,347 -36%
HK
100
Horizon Kinetics
New York
$399K +$2.2K +23 +0.6%
2 3
4
5 6