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Morningstar
MORN

Overview Fund Activity

176 hedge funds and large institutions have $1.58B invested in Morningstar in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 20 closing their positions.

Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
68
Reduced
56
Closed
20
Calls
$3.99M
Puts
$4.91M
Net Calls
-$927K
Net Calls Change
-$2.68M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$92.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.67M
3
CIP
3
Champlain Investment Partners
Vermont
$40.3M
4
Wells Fargo
4
Wells Fargo
California
$19.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.7M

Top Sellers

1
JIC
1
Johnson Investment Counsel
Ohio
$2.48M
2
William Blair & Company
2
William Blair & Company
Illinois
$7.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$8.14M
4
CGI
4
CI Global Investments
California
$0
5
Millennium Management
5
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$398K +$3.43K +35 +0.9%
HighTower Advisors
102
HighTower Advisors
Illinois
$392K +$187K +1,963 +91%
AB
103
Amalgamated Bank
New York
$384K +$23.5K +246 +7%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$363K -$10.1K -106 -3%
Principal Financial Group
105
Principal Financial Group
Iowa
$353K +$53.9K +564 +18%
ASN
106
Advisory Services Network
Georgia
$346K +$78K +818 +29%
Public Employees Retirement Association of Colorado
107
Public Employees Retirement Association of Colorado
Colorado
$335K +$96 +1 +0%
URS
108
Utah Retirement Systems
Utah
$333K – – –
Verition Fund Management
109
Verition Fund Management
Connecticut
$329K +$329K +3,440 New
RJA
110
Raymond James & Associates
Florida
$323K +$4.3K +45 +1%
CB
111
Commerce Bank
Missouri
$322K – – –
FMW
112
Farr Miller & Washington
District of Columbia
$319K +$11K +115 +4%
BFS
113
Bradley Foster & Sargent
Connecticut
$304K – – –
OAM
114
Oppenheimer Asset Management
New York
$279K -$25.3K -265 -8%
USAA
115
United Services Automobile Association
Texas
$272K +$272K +2,851 New
PHS
116
Pekin Hardy Strauss
Illinois
$266K -$110K -1,149 -29%
Canada Life
117
Canada Life
Manitoba, Canada
$264K +$2.78K +29 +1%
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$253K +$3.91K +41 +2%
Holocene Advisors
119
Holocene Advisors
New York
$251K +$28.3K +296 +13%
AI
120
Atria Investments
North Carolina
$251K +$51.1K +534 +26%
NA
121
Navellier & Associates
Nevada
$242K -$6.58K -69 -3%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$240K -$19.9K -208 -8%
ERIM
123
Eagle Ridge Investment Management
Connecticut
$231K +$14.9K +156 +7%
Tudor Investment Corp
124
Tudor Investment Corp
Connecticut
$227K -$96.5K -1,010 -30%
Royal Bank of Canada
125
Royal Bank of Canada
Ontario, Canada
$225K +$8.86K +93 +4%
3 4
5
6 7