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Morningstar

152 hedge funds and large institutions have $1.42B invested in Morningstar in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
52
Reduced
50
Closed
10
Calls
$2.81M
Puts
$603K
Net Calls
+$2.21M
Net Calls Change
+$3.12M
Name Market Value Shares Shares
Change
Shares
Change %
FMW
101
Farr Miller & Washington
District of Columbia
$274K 3,226
OAM
102
Oppenheimer Asset Management
New York
$271K 3,184 -35 -1%
BFS
103
Bradley Foster & Sargent
Connecticut
$270K 3,181
Rafferty Asset Management
104
Rafferty Asset Management
New York
$269K 3,162 +351 +12%
VF
105
Virtu Financial
New York
$256K 3,008 +3,008 New
Canada Life
106
Canada Life
Manitoba, Canada
$231K 2,725 +1,171 +75%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$223K 2,621 +795 +44%
Pacer Advisors
108
Pacer Advisors
Pennsylvania
$221K 2,596 +275 +12%
Principal Financial Group
109
Principal Financial Group
Iowa
$219K 2,582 +2,582 New
HSBC Holdings
110
HSBC Holdings
United Kingdom
$201K 2,366 +2,366 New
HNB
111
Huntington National Bank
Ohio
$191K 2,247 -190 -8%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$185K 2,178 +69 +3%
PAM
113
Panagora Asset Management
Massachusetts
$178K 2,090 -17,826 -90%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$153K 1,798 -409 -19%
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$130K 1,529 +19 +1%
SG Americas Securities
116
SG Americas Securities
New York
$128K 1,502 +1,502 New
MLICM
117
Metropolitan Life Insurance Company (MetLife)
New York
$117K 1,376 +72 +6%
CCM
118
Covington Capital Management
California
$96K 1,125 +1,125 New
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$95K 1,120
First Manhattan
120
First Manhattan
New York
$80K 951 -318 -25%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$78K 918 +48 +6%
AG
122
Advisor Group
Arizona
$78K 921 +130 +16%
PAM
123
Paradigm Asset Management
New York
$59.5K 700
Fuller & Thaler Asset Management
124
Fuller & Thaler Asset Management
California
$59K 695
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$59K 698