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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$5.96M
4
WI
4
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$84K
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Invesco
76
Invesco
Georgia
$2.3M -$122K -967 -5%
Brown Advisory
77
Brown Advisory
Maryland
$2.27M -$138K -1,093 -6%
Ameriprise
78
Ameriprise
Minnesota
$2.21M +$196K +1,549 +10%
Axa
79
Axa
France
$2.13M +$2.13M +16,900 New
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$2.1M +$437K +3,466 +26%
Robeco Institutional Asset Management
81
Robeco Institutional Asset Management
Netherlands
$1.97M -$228K -1,813 -10%
UBS Group
82
UBS Group
Switzerland
$1.92M +$382K +3,028 +25%
CCMINC
83
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.9M +$15.5K +123 +0.8%
SRAM
84
Stone Ridge Asset Management
New York
$1.8M +$176K +1,398 +11%
Stifel Financial
85
Stifel Financial
Missouri
$1.8M +$107K +844 +6%
BCIM
86
Black Creek Investment Management
Ontario, Canada
$1.7M +$315K +2,500 +23%
WG
87
Winton Group
United Kingdom
$1.56M +$908K +7,209 +140%
AFA
88
Abacus FCF Advisors
Florida
$1.47M +$69.7K +553 +5%
Legal & General Group
89
Legal & General Group
United Kingdom
$1.31M +$50.8K +403 +4%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$1.29M -$155K -1,230 -11%
AllianceBernstein
91
AllianceBernstein
Tennessee
$1.29M -$265K -2,100 -17%
JIC
92
Johnson Investment Counsel
Ohio
$1.27M -$102K -812 -7%
KCM
93
Kornitzer Capital Management
Kansas
$1.19M -$50.4K -400 -4%
Parallax Volatility Advisers
94
Parallax Volatility Advisers
California
$1.14M +$1.14M +9,064 New
N
95
Natixis
France
$1.13M +$1.13M +9,052 New
AI
96
Atria Investments
North Carolina
$1.06M +$376K +2,985 +55%
Two Sigma Advisers
97
Two Sigma Advisers
New York
$1.06M -$202K -1,600 -16%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$1.06M -$800K -6,354 -43%
M&T Bank
99
M&T Bank
New York
$1.03M -$29.5K -234 -3%
SBH
100
Segall Bryant & Hamill
Illinois
$1M +$1M +7,947 New
2 3
4
5 6