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Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$390K 4,022 -7 -0.2%
PHS
102
Pekin Hardy Strauss
Illinois
$382K 3,937 +125 +3%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$379K 3,906 +52 +1%
AB
104
Amalgamated Bank
New York
$366K 3,778 +210 +6%
CCA
105
Catalyst Capital Advisors
New York
$354K 3,650 +3,650 New
Public Employees Retirement Association of Colorado
106
Public Employees Retirement Association of Colorado
Colorado
$340K 3,504 +121 +4%
URS
107
Utah Retirement Systems
Utah
$339K 3,490 – –
Tudor Investment Corp
108
Tudor Investment Corp
Connecticut
$328K 3,386 +3,386 New
CB
109
Commerce Bank
Missouri
$327K 3,366 -268 -7%
RJA
110
Raymond James & Associates
Florida
$323K 3,336 -50 -1%
FMW
111
Farr Miller & Washington
District of Columbia
$313K 3,226 – –
BFS
112
Bradley Foster & Sargent
Connecticut
$308K 3,181 – –
Principal Financial Group
113
Principal Financial Group
Iowa
$304K 3,133 +551 +21%
CPH
114
C Partners Holding
Switzerland
$299K 3,080 +3,080 New
ASN
115
Advisory Services Network
Georgia
$272K 2,809 +2,730 +3,456%
OAM
116
Oppenheimer Asset Management
New York
$271K 3,184 – –
JG
117
Jefferies Group
New York
$270K 2,782 +2,782 New
SI
118
Sentry Investments
Ontario, Canada
$268K 2,767 +2,767 New
Canada Life
119
Canada Life
Manitoba, Canada
$264K 2,725 – –
HSBC Holdings
120
HSBC Holdings
United Kingdom
$264K 2,719 +353 +15%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$253K 2,610 -11 -0.4%
NA
122
Navellier & Associates
Nevada
$253K 2,606 +2,606 New
TSS
123
Two Sigma Securities
New York
$253K 2,611 +2,611 New
Barclays
124
Barclays
United Kingdom
$249K 2,571 -1,834 -42%
Holocene Advisors
125
Holocene Advisors
New York
$226K 2,332 +2,332 New
3 4
5
6 7