MORN icon

Morningstar
MORN

Overview Fund Activity

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+31
Holders Change %
+15.74%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
76
Reduced
76
Closed
11
Calls
$6.47M
Puts
$4.96M
Net Calls
+$1.51M
Net Calls Change
-$2.64M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$221M
2
EAM
2
Eagle Asset Management
Florida
$34.4M
3
CTA
3
Carillon Tower Advisers
Florida
$27.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$60.9M
5
Wells Fargo
5
Wells Fargo
California
$42.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$285M
2
EIP
2
Epoch Investment Partners
New York
$7.26M
3
CIP
3
Champlain Investment Partners
Vermont
$35.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Northern Trust
5
Northern Trust
Illinois
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
76
M&T Bank
New York
$1.72M +$155K +1,235 +10%
Ameriprise
77
Ameriprise
Minnesota
$1.71M +$220K +1,743 +15%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$1.46M -$29.3K -233 -2%
JIC
79
Johnson Investment Counsel
Ohio
$1.4M -$301K -2,395 -18%
Stifel Financial
80
Stifel Financial
Missouri
$1.38M +$369K +2,884 +36%
SRAM
81
Stone Ridge Asset Management
New York
$1.32M +$60K +476 +5%
AllianceBernstein
82
AllianceBernstein
Tennessee
$1.31M -$18.6K -148 -1%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$1.29M +$441K +3,500 +52%
AIM
84
Assured Investment Management
New York
$1.27M +$261K +2,070 +26%
KCM
85
Kornitzer Capital Management
Kansas
$1.26M -$18.9K -150 -1%
UBS Group
86
UBS Group
Switzerland
$1.23M -$227K -1,805 -16%
BCIM
87
Black Creek Investment Management
Ontario, Canada
$1.2M – – –
FCM
88
Force Capital Management
New York
$1.18M -$58.7K -466 -5%
Legal & General Group
89
Legal & General Group
United Kingdom
$1.11M +$20.8K +165 +2%
KC
90
Kepos Capital
New York
$1.11M +$671K +5,331 +153%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$1.06M +$119K +948 +13%
SSP
92
Sapphire Star Partners
Washington
$997K +$47.4K +376 +5%
Bank of Nova Scotia
93
Bank of Nova Scotia
Ontario, Canada
$957K +$957K +7,601 New
CTC
94
Central Trust Company
Missouri
$949K +$174K +1,379 +22%
DTL
95
Dynamic Technology Lab
Singapore
$948K +$474K +3,766 +100%
Citigroup
96
Citigroup
New York
$921K -$110K -875 -11%
MAM
97
Meeder Asset Management
Ohio
$905K +$638K +5,075 +239%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$888K +$377K +2,991 +74%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$885K +$885K +7,692 New
PP
100
Paloma Partners
Connecticut
$884K +$884K +7,020 New
2 3
4
5 6