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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$2.94M +$2.39M +15,792 +434%
Franklin Resources
77
Franklin Resources
California
$2.94M +$440K +2,908 +18%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$2.88M +$70.2K +464 +3%
Envestnet Asset Management
79
Envestnet Asset Management
Illinois
$2.72M -$4.84K -32 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.6M +$2.6M +17,200 New
HSBC Holdings
81
HSBC Holdings
United Kingdom
$2.47M -$2.48M -16,414 -50%
US Bancorp
82
US Bancorp
Minnesota
$2.47M -$76.6K -506 -3%
Stifel Financial
83
Stifel Financial
Missouri
$2.41M +$199K +1,315 +9%
Ameriprise
84
Ameriprise
Minnesota
$2.36M +$126K +836 +6%
Legal & General Group
85
Legal & General Group
United Kingdom
$2.3M +$35.9K +237 +2%
MSL
86
Mackay Shields LLC
New York
$2.27M -$1.06M -6,990 -32%
SRAM
87
Stone Ridge Asset Management
New York
$2.2M – – –
UBS Group
88
UBS Group
Switzerland
$2.11M +$222K +1,465 +12%
CCMINC
89
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.05M -$36.6K -242 -2%
HW
90
Hancock Whitney
Mississippi
$2.01M +$33.9K +224 +2%
Capital Fund Management (CFM)
91
Capital Fund Management (CFM)
France
$1.95M +$1.17M +7,760 +152%
AI
92
Atria Investments
North Carolina
$1.83M +$21.2K +140 +1%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$1.73M +$427K +2,821 +33%
AllianceBernstein
94
AllianceBernstein
Tennessee
$1.59M – – –
Daiwa Securities Group
95
Daiwa Securities Group
Japan
$1.57M +$1.57M +10,405 New
AC
96
Allstate Corporation
Illinois
$1.47M +$1.47M +9,716 New
MSE
97
MUFG Securities EMEA
United Kingdom
$1.44M +$1.44M +9,489 New
Neuberger Berman Group
98
Neuberger Berman Group
New York
$1.43M +$17.1K +113 +1%
JIC
99
Johnson Investment Counsel
Ohio
$1.41M -$3.48K -23 -0.2%
KCM
100
Kornitzer Capital Management
Kansas
$1.41M +$11.3K +75 +0.8%
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4
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