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Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
101
AlphaCrest Capital Management
New York
$955K 6,600 +6,600 New
YMRC
102
Yorktown Management & Research Company
Virginia
$902K 6,233 +400 +7%
ARTA
103
A.R.T. Advisors
New York
$858K 5,932 +3,700 +166%
ACM
104
Ashford Capital Management
Delaware
$835K 5,770 – –
D.E. Shaw & Co
105
D.E. Shaw & Co
New York
$823K 5,691 -55 -1%
WCM
106
Weld Capital Management
New York
$804K 5,556 +2,363 +74%
RJA
107
Raymond James & Associates
Florida
$753K 5,206 +125 +2%
BSW
108
Buckingham Strategic Wealth
Missouri
$740K 5,118 – –
Squarepoint
109
Squarepoint
New York
$739K 5,106 +2,057 +67%
Citigroup
110
Citigroup
New York
$717K 4,954 +652 +15%
XK
111
Xact Kapitalforvaltning
Sweden
$676K 4,672 – –
Capital Fund Management (CFM)
112
Capital Fund Management (CFM)
France
$665K 4,600 +200 +5%
SC
113
Sepio Capital
Utah
$629K 4,352 – –
AB
114
Amalgamated Bank
New York
$627K 4,336 +191 +5%
ELI
115
Empire Life Investments
Ontario, Canada
$605K 4,184 +84 +2%
Victory Capital Management
116
Victory Capital Management
Texas
$598K 4,136 +3,468 +519%
HIM
117
Hanlon Investment Management
New Jersey
$579K 4,000 – –
Bessemer Group
118
Bessemer Group
New Jersey
$570K 3,941 +2,866 +267%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$563K 3,886 +361 +10%
HW
120
Hancock Whitney
Mississippi
$538K 3,719 -634 -15%
URS
121
Utah Retirement Systems
Utah
$533K 3,685 +226 +7%
FMW
122
Farr Miller & Washington
District of Columbia
$524K 3,620 +109 +3%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$522K 3,606 +3,606 New
QCM
124
Quantinno Capital Management
New York
$521K 3,604 +3,604 New
BOS
125
Bank of Stockton
California
$503K 3,480 +650 +23%
3 4
5
6 7