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Morningstar
MORN

Overview Fund Activity

146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
146
Holders Change
-23
Holders Change %
-13.61%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
66
Reduced
43
Closed
30
Calls
$904K
Puts
$1.81M
Net Calls
-$906K
Net Calls Change
-$515K

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.8M
2
Norges Bank
2
Norges Bank
Norway
$23.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$30.7M
4
CIP
4
Champlain Investment Partners
Vermont
$27.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$18.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$8.58M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
ACM
3
Atlanta Capital Management
Georgia
$251M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$7.68M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.29M
Name Market Value Shares Shares
Change 		Shares
Change %
OAM
101
Oppenheimer Asset Management
New York
$252K 3,219 -590 -15%
BFS
102
Bradley Foster & Sargent
Connecticut
$249K 3,181 – –
Rafferty Asset Management
103
Rafferty Asset Management
New York
$220K 2,811 -430 -13%
HNB
104
Huntington National Bank
Ohio
$191K 2,437 – –
Pacer Advisors
105
Pacer Advisors
Pennsylvania
$182K 2,321 +253 +12%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$173K 2,207 +90 +4%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$166K 2,109 -43 -2%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$143K 1,826 – –
Canada Life
109
Canada Life
Manitoba, Canada
$121K 1,554 – –
Manulife (Manufacturers Life Insurance)
110
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118K 1,510 +98 +7%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$102K 1,304 +76 +6%
First Manhattan
112
First Manhattan
New York
$99K 1,269 – –
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$88K 1,120 – –
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$68.2K 870 +179 +26%
TG
115
TLP Group
Illinois
$63K 800 +197 +33%
AG
116
Advisor Group
Arizona
$62K 791 +183 +30%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$55K 698 +135 +24%
PAM
118
Paradigm Asset Management
New York
$54.8K 700 -300 -30%
Fuller & Thaler Asset Management
119
Fuller & Thaler Asset Management
California
$54K 695 – –
EMG
120
ETF Managers Group
New Jersey
$48K 610 +610 New
AIG
121
American International Group
New York
$36K 456 +49 +12%
QT
122
Quantbot Technologies
New York
$31K 404 +404 New
KTC
123
Kistler-Tiffany Companies
Pennsylvania
$21K 267 – –
PFP
124
Pinnacle Financial Partners
Tennessee
$20K 253 +253 New
LNB
125
Ledyard National Bank
$19K 245 – –
3 4
5
6 7