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Morningstar
MORN

Overview Fund Activity

197 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 9 closing their positions.

Holders
197
Holders Change
+21
Holders Change %
+11.93%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
61
Reduced
75
Closed
9
Calls
$7.96M
Puts
$3.81M
Net Calls
+$4.16M
Net Calls Change
+$5.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$95.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$166M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$205M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$29.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$35.3M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$364M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.4M
4
CIP
4
Champlain Investment Partners
Vermont
$44.3M
5
Millennium Management
5
Millennium Management
New York
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
76
Kornitzer Capital Management
Kansas
$1.3M -$377K -2,942 -22%
SRAM
77
Stone Ridge Asset Management
New York
$1.28M +$101K +786 +9%
FCM
78
Force Capital Management
New York
$1.26M +$128K +1,000 +11%
BCIM
79
Black Creek Investment Management
Ontario, Canada
$1.22M -$1.09M -8,500 -47%
ZCM
80
Zebra Capital Management
Connecticut
$1.13M -$872K -6,798 -44%
Legal & General Group
81
Legal & General Group
United Kingdom
$1.11M -$155K -1,209 -12%
Squarepoint
82
Squarepoint
New York
$1.11M +$1.11M +8,650 New
TU
83
TDAM USA
Ontario, Canada
$1.07M -$573K -4,470 -35%
Citigroup
84
Citigroup
New York
$1.05M -$113K -881 -10%
AIM
85
Assured Investment Management
New York
$1.03M -$64.4K -502 -6%
Stifel Financial
86
Stifel Financial
Missouri
$1.02M +$142K +1,104 +16%
SSP
87
Sapphire Star Partners
Washington
$967K +$42.5K +331 +5%
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$959K +$205K +1,600 +27%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$885K +$885K +6,902 New
Two Sigma Advisers
90
Two Sigma Advisers
New York
$864K +$864K +6,736 New
CTC
91
Central Trust Company
Missouri
$790K +$790K +6,158 New
BSW
92
Buckingham Strategic Wealth
Missouri
$774K -$1.41K -11 -0.2%
ACI
93
AMP Capital Investors
Australia
$757K – – –
PCM
94
Piermont Capital Management
Missouri
$681K – – –
BA
95
Bridgewater Associates
Connecticut
$649K -$814K -6,344 -56%
YMRC
96
Yorktown Management & Research Company
Virginia
$641K -$330K -2,574 -34%
Barclays
97
Barclays
United Kingdom
$624K +$494K +3,852 +379%
Rafferty Asset Management
98
Rafferty Asset Management
New York
$611K -$9.37K -73 -2%
ARTA
99
A.R.T. Advisors
New York
$589K +$589K +4,600 New
OAM
100
Oberweis Asset Management
Illinois
$573K -$256K -2,000 -31%
2 3
4
5 6