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Morningstar

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K
Name Holding Trade Value Shares
Change
Shares
Change %
RBC
126
Ronald Blue & Co
Georgia
$216K -$4.45K -57 -2%
CCMINC
127
Cardinal Capital Management Inc (North Carolina)
North Carolina
$212K -$235 -3 -0.1%
VKH
128
Virtu KCG Holdings
New York
$205K -$4.06K -52 -2%
NPIT
129
National Penn Investors Trust
Pennsylvania
$203K -$5.85K -75 -3%
MSA
130
Mason Street Advisors
Wisconsin
$191K -$4.7K -60 -2%
GC
131
Globeflex Capital
California
$187K +$187K +2,400 New
PL
132
Parkwood LLC
Ohio
$186K +$186K +2,386 New
Canada Pension Plan Investment Board
133
Canada Pension Plan Investment Board
Ontario, Canada
$180K +$78.3K +1,000 +77%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$179K +$179K +2,293 New
IFLIT
135
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Germany
$156K
DADC
136
D.A. Davidson & Co
Montana
$149K -$8.86K -114 -6%
Canada Life
137
Canada Life
Manitoba, Canada
$134K +$134K +1,707 New
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$113K
EWM
139
Evercore Wealth Management
New York
$111K -$32.3K -420 -23%
MLICM
140
Metropolitan Life Insurance Company (MetLife)
New York
$111K
BlackRock
141
BlackRock
New York
$101K -$1.42K -18 -1%
MDCM
142
Morgan Dempsey Capital Management
Wisconsin
$89K -$2.35K -30 -3%
SC
143
Saturna Capital
Washington
$78K
Barclays
144
Barclays
United Kingdom
$75K +$11.6K +148 +18%
Teacher Retirement System of Texas
145
Teacher Retirement System of Texas
Texas
$67K -$167K -2,149 -71%
TRCT
146
Tower Research Capital (TRC)
New York
$64K +$52.4K +668 +451%
PAM
147
Panagora Asset Management
Massachusetts
$62K
LTFS
148
Ladenburg Thalmann Financial Services
Florida
$49K +$31.2K +401 +176%
GCT
149
Galaxy Capital Trading
British Virgin Islands
$39K +$39K +500 New
Legal & General Group
150
Legal & General Group
United Kingdom
$35K +$35K +454 New