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Morningstar
MORN

Overview Fund Activity

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
57
Reduced
59
Closed
15
Calls
$2K
Puts
$393K
Net Calls
-$391K
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.9M
2
CIP
2
Champlain Investment Partners
Vermont
$22.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$110M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.43M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$25.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
RA
2
Royce & Associates
New York
$52M
3
ACM
3
Atlanta Capital Management
Georgia
$255M
4
UBS AM
4
UBS AM
Illinois
$723K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$46.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$293K 3,696 -41 -1%
AP
102
AHL Partners
United Kingdom
$288K 3,665 -23,290 -86%
CB
103
Commerce Bank
Missouri
$285K 3,634 – –
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$284K 3,614 -6,326 -64%
ACI
105
AMP Capital Investors
Australia
$282K 3,616 +3,616 New
PHS
106
Pekin Hardy Strauss
Illinois
$278K 3,535 +1 +0%
OAM
107
Oxford Asset Management
United Kingdom
$270K 3,435 +3,435 New
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$264K 3,354 -8 -0.2%
Principal Financial Group
109
Principal Financial Group
Iowa
$261K 3,319 -278 -8%
JG
110
Jefferies Group
New York
$260K 3,311 -3,030 -48%
RJA
111
Raymond James & Associates
Florida
$260K 3,305 -193 -6%
URS
112
Utah Retirement Systems
Utah
$259K 3,290 – –
Rafferty Asset Management
113
Rafferty Asset Management
New York
$255K 3,241 +3,241 New
QC
114
Quadrature Capital
United Kingdom
$252K 3,202 -1,872 -37%
BFS
115
Bradley Foster & Sargent
Connecticut
$250K 3,181 +21 +0.7%
PL
116
Parkwood LLC
Ohio
$241K 3,060 -328 -10%
Prudential Financial
117
Prudential Financial
New Jersey
$236K 3,003 -9,040 -75%
LSCM
118
LaSalle Street Capital Management
Illinois
$226K 2,872 – –
Nomura Holdings
119
Nomura Holdings
Japan
$213K 2,717 +2,717 New
AB
120
Amalgamated Bank
New York
$205K 2,613 -577 -18%
HNB
121
Huntington National Bank
Ohio
$192K 2,437 -18 -0.7%
Royal Bank of Canada
122
Royal Bank of Canada
Ontario, Canada
$170K 2,152 +99 +5%
SF
123
Synovus Financial
Georgia
$169K 2,121 +206 +11%
LTFS
124
Ladenburg Thalmann Financial Services
Florida
$166K 2,117 -279 -12%
Pacer Advisors
125
Pacer Advisors
Pennsylvania
$163K 2,068 +174 +9%
3 4
5
6 7