MORN icon

Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$42.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$787K 7,165 +111 +2%
CTC
102
Central Trust Company
Missouri
$766K 6,972 -565 -7%
USAA
103
United Services Automobile Association
Texas
$665K 6,052 +268 +5%
CSS
104
Cubist Systematic Strategies
Connecticut
$648K 5,898 +1,995 +51%
YMRC
105
Yorktown Management & Research Company
Virginia
$641K 5,833 +346 +6%
Capital Fund Management (CFM)
106
Capital Fund Management (CFM)
France
$637K 5,800 +4,200 +263%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$636K 5,786 -2,638 -31%
ARTA
108
A.R.T. Advisors
New York
$626K 5,700 +2,400 +73%
ACM
109
Ashford Capital Management
Delaware
$609K 5,545 – –
AI
110
Atria Investments
North Carolina
$598K 5,447 +1,003 +23%
BSW
111
Buckingham Strategic Wealth
Missouri
$576K 5,242 -87 -2%
WG
112
Winton Group
United Kingdom
$566K 5,151 -85 -2%
RJA
113
Raymond James & Associates
Florida
$535K 4,871 -15 -0.3%
SC
114
Sepio Capital
Utah
$534K 4,858 +4,858 New
XK
115
Xact Kapitalforvaltning
Sweden
$513K 4,672 +2,200 +89%
DTL
116
Dynamic Technology Lab
Singapore
$511K 4,657 -2,875 -38%
PSUF
117
People's United Financial
Connecticut
$506K 4,607 -310 -6%
DCM
118
Dupont Capital Management
Delaware
$483K 4,400 +4,400 New
Citigroup
119
Citigroup
New York
$474K 4,323 -2,987 -41%
ZCM
120
Zebra Capital Management
Connecticut
$473K 4,309 +44 +1%
ACI
121
AMP Capital Investors
Australia
$462K 4,200 -1,700 -29%
AB
122
Amalgamated Bank
New York
$446K 4,056 +1,571 +63%
FCM
123
Force Capital Management
New York
$427K 3,884 -5,465 -58%
FMW
124
Farr Miller & Washington
District of Columbia
$386K 3,511 +85 +2%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$382K 3,482 – –
3 4
5
6 7