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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
3
BNP Paribas Asset Management
France
$5.96M
4
WI
4
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$84K
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Treasurer of the State of North Carolina
101
Treasurer of the State of North Carolina
North Carolina
$911K +$8.19K +65 +0.9%
YMRC
102
Yorktown Management & Research Company
Virginia
$735K – – –
ACM
103
Ashford Capital Management
Delaware
$727K +$28.3K +225 +4%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$724K -$5.04K -40 -0.7%
BSW
105
Buckingham Strategic Wealth
Missouri
$645K -$15.6K -124 -2%
RJA
106
Raymond James & Associates
Florida
$640K +$26.5K +210 +4%
BCM
107
BlueCrest Capital Management
Jersey
$615K +$615K +4,883 New
Franklin Resources
108
Franklin Resources
California
$596K +$288K +2,284 +93%
XK
109
Xact Kapitalforvaltning
Sweden
$589K – – –
PSUF
110
People's United Financial
Connecticut
$580K – – –
USAA
111
United Services Automobile Association
Texas
$572K -$190K -1,509 -25%
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$554K -$176K -1,400 -24%
HW
113
Hancock Whitney
Mississippi
$549K +$549K +4,353 New
SC
114
Sepio Capital
Utah
$548K -$63.7K -506 -10%
Citigroup
115
Citigroup
New York
$542K -$2.65K -21 -0.5%
AB
116
Amalgamated Bank
New York
$522K +$11.2K +89 +2%
ELI
117
Empire Life Investments
Ontario, Canada
$517K +$517K +4,100 New
TC
118
TownSquare Capital
Utah
$516K +$200K +1,589 +63%
HIM
119
Hanlon Investment Management
New Jersey
$504K +$504K +4,000 New
FCM
120
Force Capital Management
New York
$489K – – –
MWNA
121
Marshall Wace North America
New York
$470K +$403K +3,204 +605%
Rafferty Asset Management
122
Rafferty Asset Management
New York
$460K +$62.7K +498 +16%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$444K +$22.2K +176 +5%
FMW
124
Farr Miller & Washington
District of Columbia
$442K – – –
URS
125
Utah Retirement Systems
Utah
$436K +$8.7K +69 +2%
3 4
5
6 7