MORN icon

Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$42.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Asset Management One
76
Asset Management One
Japan
$1.64M 14,906 -10,758 -42%
Man Group
77
Man Group
United Kingdom
$1.64M 14,899 +8,225 +123%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.62M 14,744 -650 -4%
Barclays
79
Barclays
United Kingdom
$1.61M 14,601 +375 +3%
Stifel Financial
80
Stifel Financial
Missouri
$1.46M 13,265 +2,469 +23%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$1.45M 13,161 +13,161 New
SRAM
82
Stone Ridge Asset Management
New York
$1.41M 12,871 +2,414 +23%
BA
83
Bridgewater Associates
Connecticut
$1.41M 12,848 +11,070 +623%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$1.4M 12,773 +11,049 +641%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.35M 12,299 +1,900 +18%
UBS Group
86
UBS Group
Switzerland
$1.34M 12,201 +2,412 +25%
Neuberger Berman Group
87
Neuberger Berman Group
New York
$1.26M 11,468 -149 -1%
AFA
88
Abacus FCF Advisors
Florida
$1.22M 11,071 +11,071 New
BCIM
89
Black Creek Investment Management
Ontario, Canada
$1.21M 11,000 +1,500 +16%
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$1.21M 11,000 +11,000 New
JIC
91
Johnson Investment Counsel
Ohio
$1.19M 10,865 -270 -2%
SCM
92
Stevens Capital Management
Pennsylvania
$1.15M 10,464 +7,440 +246%
Two Sigma Advisers
93
Two Sigma Advisers
New York
$1.1M 10,000 -236 -2%
Legal & General Group
94
Legal & General Group
United Kingdom
$1.1M 9,963 +1,138 +13%
KCM
95
Kornitzer Capital Management
Kansas
$1.08M 9,850 -150 -2%
Marshall Wace
96
Marshall Wace
United Kingdom
$963K 8,767 +8,767 New
M&T Bank
97
M&T Bank
New York
$924K 8,413 -5,246 -38%
OAM
98
Oxford Asset Management
United Kingdom
$920K 8,372 +5,642 +207%
SSP
99
Sapphire Star Partners
Washington
$893K 8,121 +205 +3%
Jane Street
100
Jane Street
New York
$866K 7,884 +7,884 New
2 3
4
5 6