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Morningstar
MORN

Overview Fund Activity

135 hedge funds and large institutions have $1.59B invested in Morningstar in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
51
Closed
16
Calls
$2.81M
Puts
$3M
Net Calls
-$190K
Net Calls Change
+$1.56M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$319M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$4.52M
3
BAMCO Inc
3
BAMCO Inc
New York
$134M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.8M
5
AI
5
Analytic Investors
California
$2.14M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
BCM
2
Bares Capital Management
Texas
$1.53M
3
BAM
3
Bedlam Asset Management
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$215M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KTC
126
Kistler-Tiffany Companies
Pennsylvania
$21K 267 – –
LTFS
127
Ladenburg Thalmann Financial Services
Florida
$19K 228 +221 +3,157%
Creative Planning
128
Creative Planning
Kansas
$17K 210 +210 New
TRCT
129
Tower Research Capital (TRC)
New York
$12K 148 +148 New
WRM
130
Westport Resources Management
Connecticut
$8K 98 – –
BC
131
Bartlett & Co
Ohio
$5K 57 +57 New
PCM
132
Prelude Capital Management
New York
$5K 60 +60 New
ECM
133
ETrade Capital Management
Virginia
$3K 44 +44 New
S
134
SignatureFD
Georgia
$1K 7 +7 New
Manulife (Manufacturers Life Insurance)
135
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$188 2,368 -565 -19%
CIP
136
Champlain Investment Partners
Vermont
– – -239,335 Closed
BAM
137
Bedlam Asset Management
United Kingdom
– – -162,880 Closed
Fidelity Investments
138
Fidelity Investments
Massachusetts
– – -46,900 Closed
JHIU
139
Janus Henderson Investors US
Colorado
– – -27,200 Closed
PP
140
Paloma Partners
Connecticut
– – -4,219 Closed
TH
141
Timber Hill
Connecticut
– – -4,172 Closed
Two Sigma Investments
142
Two Sigma Investments
New York
– – -3,841 Closed
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
– – -3,698 Closed
T
144
TradeWorx
New Jersey
– – -3,271 Closed
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
– – -3,265 Closed
DT
146
Diversified Trust
Tennessee
– – -2,650 Closed
OMCS
147
Old Mutual Customised Solutions
South Africa
– – -300 Closed
FNBT
148
FineMark National Bank & Trust
Florida
– – -55 Closed
SMA
149
Simply Money Advisors
Ohio
– – -44 Closed
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
– – -38 Closed
3 4 5
6
7