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Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
CCMINC
76
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.06M 14,230 -874 -6%
Stifel Financial
77
Stifel Financial
Missouri
$2.04M 14,200 +91 +0.6%
Ameriprise
78
Ameriprise
Minnesota
$1.98M 13,702 -3,756 -22%
UBS Group
79
UBS Group
Switzerland
$1.98M 13,711 -1,518 -10%
Legal & General Group
80
Legal & General Group
United Kingdom
$1.82M 12,564 +2,198 +21%
Axa
81
Axa
France
$1.69M 11,700 -5,200 -31%
BCIM
82
Black Creek Investment Management
Ontario, Canada
$1.65M 11,400 -2,100 -16%
VOYA Investment Management
83
VOYA Investment Management
Georgia
$1.64M 11,368 +2,978 +35%
FQ
84
First Quadrant
California
$1.64M 11,339 +11,339 New
AI
85
Atria Investments
North Carolina
$1.6M 10,368 +1,936 +23%
AllianceBernstein
86
AllianceBernstein
Tennessee
$1.52M 10,499 +300 +3%
AFA
87
Abacus FCF Advisors
Florida
$1.51M 10,439 -1,185 -10%
Barclays
88
Barclays
United Kingdom
$1.5M 10,397 -14,068 -58%
Robeco Institutional Asset Management
89
Robeco Institutional Asset Management
Netherlands
$1.44M 9,995 -5,614 -36%
Neuberger Berman Group
90
Neuberger Berman Group
New York
$1.4M 9,662 -576 -6%
JIC
91
Johnson Investment Counsel
Ohio
$1.38M 9,569 -484 -5%
KCM
92
Kornitzer Capital Management
Kansas
$1.37M 9,450 – –
Franklin Resources
93
Franklin Resources
California
$1.31M 9,054 +4,322 +91%
SBH
94
Segall Bryant & Hamill
Illinois
$1.29M 8,942 +995 +13%
M&T Bank
95
M&T Bank
New York
$1.25M 8,613 +434 +5%
CI
96
Cigna Investments
Connecticut
$1.23M 8,117 +8,117 New
Two Sigma Advisers
97
Two Sigma Advisers
New York
$1.22M 8,400 – –
MWNA
98
Marshall Wace North America
New York
$1.19M 8,244 +4,510 +121%
Treasurer of the State of North Carolina
99
Treasurer of the State of North Carolina
North Carolina
$1.14M 7,880 +650 +9%
WG
100
Winton Group
United Kingdom
$1.12M 7,727 -4,633 -37%
2 3
4
5 6