MORN icon

Morningstar
MORN

Overview Fund Activity

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+31
Holders Change %
+15.74%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
76
Reduced
76
Closed
11
Calls
$6.47M
Puts
$4.96M
Net Calls
+$1.51M
Net Calls Change
-$2.64M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$221M
2
EAM
2
Eagle Asset Management
Florida
$34.4M
3
CTA
3
Carillon Tower Advisers
Florida
$27.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$60.9M
5
Wells Fargo
5
Wells Fargo
California
$42.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$285M
2
EIP
2
Epoch Investment Partners
New York
$7.26M
3
CIP
3
Champlain Investment Partners
Vermont
$35.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Northern Trust
5
Northern Trust
Illinois
$20.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Man Group
101
Man Group
United Kingdom
$840K 6,674 +6,674 New
Verition Fund Management
102
Verition Fund Management
Connecticut
$817K 6,487 +2,576 +66%
ACI
103
AMP Capital Investors
Australia
$744K 5,900 – –
USAA
104
United Services Automobile Association
Texas
$728K 5,784 +1,587 +38%
ACM
105
Ashford Capital Management
Delaware
$698K 5,545 +5,545 New
YMRC
106
Yorktown Management & Research Company
Virginia
$691K 5,487 +486 +10%
BSW
107
Buckingham Strategic Wealth
Missouri
$671K 5,329 -707 -12%
WG
108
Winton Group
United Kingdom
$659K 5,236 +5,236 New
PSUF
109
People's United Financial
Connecticut
$619K 4,917 +4,917 New
RJA
110
Raymond James & Associates
Florida
$615K 4,886 +1,748 +56%
FIM
111
Freedom Investment Management
Connecticut
$563K 3,963 -323 -8%
OAM
112
Oberweis Asset Management
Illinois
$563K 4,470 – –
AI
113
Atria Investments
North Carolina
$559K 4,444 +1,516 +52%
Rafferty Asset Management
114
Rafferty Asset Management
New York
$538K 4,274 -488 -10%
ZCM
115
Zebra Capital Management
Connecticut
$537K 4,265 -4,508 -51%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$500K 3,975 -78 -2%
CSS
117
Cubist Systematic Strategies
Connecticut
$491K 3,903 +3,903 New
BCM
118
BlueCrest Capital Management
Jersey
$490K 3,894 +23 +0.6%
SO
119
STRS Ohio
Ohio
$486K 3,862 +215 +6%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$438K 3,482 -119 -3%
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$435K 3,457 -4 -0.1%
FMW
122
Farr Miller & Washington
District of Columbia
$431K 3,426 +40 +1%
VRS
123
Virginia Retirement Systems
Virginia
$428K 3,400 – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$428K 3,412 +2,005 +143%
URS
125
Utah Retirement Systems
Utah
$427K 3,390 – –
3 4
5
6 7