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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
SBH
101
Segall Bryant & Hamill
Illinois
$1.38M 9,148 -69 -0.7%
M&T Bank
102
M&T Bank
New York
$1.34M 8,820 -221 -2%
MGWM
103
Marks Group Wealth Management
Minnesota
$1.33M 8,780 +8,780 New
BCIM
104
Black Creek Investment Management
Ontario, Canada
$1.29M 8,500 -800 -9%
AFA
105
Abacus FCF Advisors
Florida
$1.24M 8,139 -189 -2%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$1.21M 7,976 -3,570 -31%
Two Sigma Advisers
107
Two Sigma Advisers
New York
$1.17M 7,700 -500 -6%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$1.05M 6,959 -3,036 -30%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$1M 6,611 +757 +13%
YMRC
110
Yorktown Management & Research Company
Virginia
$999K 6,600 +367 +6%
ARTA
111
A.R.T. Advisors
New York
$988K 6,532 +1,500 +30%
BF
112
BOK Financial
Oklahoma
$922K 6,094 +2,109 +53%
Citigroup
113
Citigroup
New York
$888K 5,868 +120 +2%
Bessemer Group
114
Bessemer Group
New Jersey
$871K 5,756 +591 +11%
TC
115
TownSquare Capital
Utah
$864K 5,710 +1,437 +34%
ACM
116
Ashford Capital Management
Delaware
$863K 5,706 -12 -0.2%
AIL
117
AGF Investments LLC
Ontario, Canada
$832K 5,499 +2,743 +100%
AB
118
Amalgamated Bank
New York
$793K 5,239 +260 +5%
BSW
119
Buckingham Strategic Wealth
Missouri
$774K 5,118 – –
RJA
120
Raymond James & Associates
Florida
$768K 5,074 +7 +0.1%
Barclays
121
Barclays
United Kingdom
$733K 4,843 -9,443 -66%
ACM
122
AlphaCrest Capital Management
New York
$726K 4,800 +4,800 New
Treasurer of the State of North Carolina
123
Treasurer of the State of North Carolina
North Carolina
$717K 4,740 +40 +0.9%
FMW
124
Farr Miller & Washington
District of Columbia
$712K 4,703 +450 +11%
XK
125
Xact Kapitalforvaltning
Sweden
$707K 4,672 – –
3 4
5
6 7