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Morningstar
MORN

Overview Fund Activity

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K

Top Buyers

1
Invesco
1
Invesco
Georgia
$56.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.7M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$234M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$92K
3
Charles Schwab
3
Charles Schwab
California
$17.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Axa
76
Axa
France
$2.44M 16,700 +5,000 +43%
Franklin Resources
77
Franklin Resources
California
$2.41M 16,508 +7,454 +82%
Millennium Management
78
Millennium Management
New York
$2.34M 16,013 -20,664 -56%
DF
79
Donoghue Forlines
Massachusetts
$2.32M 15,845 +15,845 New
Legal & General Group
80
Legal & General Group
United Kingdom
$2.19M 14,958 +2,394 +19%
Ameriprise
81
Ameriprise
Minnesota
$2.16M 14,788 +1,086 +8%
Stifel Financial
82
Stifel Financial
Missouri
$2.13M 14,635 +435 +3%
SRAM
83
Stone Ridge Asset Management
New York
$2.13M 14,569 – –
Barclays
84
Barclays
United Kingdom
$2.09M 14,286 +3,889 +37%
CCMINC
85
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.02M 13,820 -410 -3%
HW
86
Hancock Whitney
Mississippi
$1.91M 13,053 +9,334 +251%
UBS Group
87
UBS Group
Switzerland
$1.82M 12,473 -1,238 -9%
AI
88
Atria Investments
North Carolina
$1.75M 11,964 +1,596 +15%
VOYA Investment Management
89
VOYA Investment Management
Georgia
$1.69M 11,546 +178 +2%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.53M 10,499 – –
Robeco Institutional Asset Management
91
Robeco Institutional Asset Management
Netherlands
$1.46M 9,995 – –
JIC
92
Johnson Investment Counsel
Ohio
$1.37M 9,364 -205 -2%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$1.36M 9,314 -348 -4%
BCIM
94
Black Creek Investment Management
Ontario, Canada
$1.36M 9,300 -2,100 -18%
KCM
95
Kornitzer Capital Management
Kansas
$1.35M 9,250 -200 -2%
SBH
96
Segall Bryant & Hamill
Illinois
$1.35M 9,217 +275 +3%
M&T Bank
97
M&T Bank
New York
$1.32M 9,041 +428 +5%
CI
98
Cigna Investments
Connecticut
$1.31M 8,117 – –
D.E. Shaw & Co
99
D.E. Shaw & Co
New York
$1.26M 8,597 +2,906 +51%
AFA
100
Abacus FCF Advisors
Florida
$1.22M 8,328 -2,111 -20%
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4
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