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Morningstar
MORN

Overview Fund Activity

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K

Top Buyers

1
Invesco
1
Invesco
Georgia
$56.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.7M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$234M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$92K
3
Charles Schwab
3
Charles Schwab
California
$17.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$1.2M 8,200 -200 -2%
JG
102
Jefferies Group
New York
$1.1M 7,502 +4,034 +116%
Man Group
103
Man Group
United Kingdom
$977K 6,684 -13,404 -67%
YMRC
104
Yorktown Management & Research Company
Virginia
$911K 6,233 – –
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$856K 5,854 +1,968 +51%
Citigroup
106
Citigroup
New York
$839K 5,748 +794 +16%
ACM
107
Ashford Capital Management
Delaware
$836K 5,718 -52 -0.9%
Bessemer Group
108
Bessemer Group
New Jersey
$755K 5,165 +1,224 +31%
BSW
109
Buckingham Strategic Wealth
Missouri
$748K 5,118 – –
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$745K 5,100 +500 +11%
WCM
111
Weld Capital Management
New York
$742K 5,078 -478 -9%
RJA
112
Raymond James & Associates
Florida
$740K 5,067 -139 -3%
ARTA
113
A.R.T. Advisors
New York
$735K 5,032 -900 -15%
AB
114
Amalgamated Bank
New York
$728K 4,979 +643 +15%
BOS
115
Bank of Stockton
California
$709K 4,855 +1,375 +40%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$687K 4,700 -3,180 -40%
XK
117
Xact Kapitalforvaltning
Sweden
$683K 4,672 – –
SC
118
Sepio Capital
Utah
$678K 4,637 +285 +7%
TC
119
TownSquare Capital
Utah
$677K 4,273 +1,129 +36%
OAM
120
Oxford Asset Management
United Kingdom
$624K 4,270 +4,270 New
FMW
121
Farr Miller & Washington
District of Columbia
$621K 4,253 +633 +17%
ELI
122
Empire Life Investments
Ontario, Canada
$620K 4,241 +57 +1%
BF
123
BOK Financial
Oklahoma
$582K 3,985 +3,985 New
URS
124
Utah Retirement Systems
Utah
$539K 3,685 – –
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$531K 3,635 -16,454 -82%
3 4
5
6 7