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Morningstar
MORN

Overview Fund Activity

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.8M
3
AL
3
AJO LP
Pennsylvania
$9.54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.94M
5
PPA
5
Parametric Portfolio Associates
Washington
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
TCP
2
TAMRO Capital Partners
Virginia
$36.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$139M
5
KCM
5
Kornitzer Capital Management
Kansas
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
HK
101
Horizon Kinetics
New York
$520K 6,654 +2,365 +55%
HNB
102
Huntington National Bank
Ohio
$493K 6,319 +217 +4%
AA
103
ALPS Advisors
Colorado
$483K 6,254 +3,010 +93%
ARTA
104
A.R.T. Advisors
New York
$455K 5,831 +5,831 New
US Bancorp
105
US Bancorp
Minnesota
$454K 5,809 +1,646 +40%
PG
106
PEAK6 Group
Illinois
$438K 5,610 +5,610 New
BMCMI
107
Bryn Mawr Capital Management Inc
Pennsylvania
$426K 5,460 +5,460 New
AL
108
Airain Ltd
Guernsey
$424K 5,425 +5,425 New
TAM
109
Tocqueville Asset Management
New York
$422K 5,400 – –
Prudential Financial
110
Prudential Financial
New Jersey
$388K 4,963 +1,600 +48%
Goldman Sachs
111
Goldman Sachs
New York
$382K 4,891 -1,180 -19%
DTL
112
Dynamic Technology Lab
Singapore
$361K 4,625 +4,625 New
CG
113
Clinton Group
New York
$342K 4,383 +4,383 New
CONA
114
Capital One National Association
New York
$337K 4,321 -88 -2%
BBHC
115
Brown Brothers Harriman & Co
New York
$312K 4,000 – –
CCP
116
Clarkston Capital Partners
Michigan
$312K 4,000 +4,000 New
GT
117
Glenmede Trust
Pennsylvania
$307K 3,944 -100 -2%
URS
118
Utah Retirement Systems
Utah
$288K 3,690 – –
Tudor Investment Corp
119
Tudor Investment Corp
Connecticut
$283K 3,619 +3,619 New
CB
120
Commerce Bank
Missouri
$281K 3,600 +400 +13%
HA
121
Halsey Associates
Connecticut
$269K 3,450 – –
Susquehanna International Group
122
Susquehanna International Group
Pennsylvania
$250K 3,200 +3,200 New
BA
123
BlackRock Advisors
Delaware
$247K 3,162 +230 +8%
SCA
124
SAC Capital Advisors
Connecticut
$243K 3,114 +3,114 New
RJT
125
Raymond James Trust
Florida
$220K 2,816 +2,816 New
3 4
5
6 7