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Morningstar
MORN

Overview Fund Activity

147 hedge funds and large institutions have $1.16B invested in Morningstar in 2014 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 51 reducing their positions, and 9 closing their positions.

Holders
147
Holders Change
+12
Holders Change %
+8.89%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
22
Increased
48
Reduced
51
Closed
9
Calls
$776K
Puts
$357K
Net Calls
+$419K
Net Calls Change
+$507K

Top Buyers

1
ACM
1
Ashe Capital Management
New Jersey
$79.6M
2
CIM
2
Confluence Investment Management
Missouri
$7.19M
3
UBS Group
3
UBS Group
Switzerland
$4.71M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$45.5M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$9.63M

Top Sellers

1
KCM
1
Kornitzer Capital Management
Kansas
$2.17M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$27.2M
3
Wells Fargo
3
Wells Fargo
California
$7.55M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.38M
5
William Blair & Company
5
William Blair & Company
Illinois
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
126
Ladenburg Thalmann Financial Services
Florida
$49K 707 +70 +11%
EWM
127
Evercore Wealth Management
New York
$48K 744 -1,499 -67%
AIG
128
American International Group
New York
$42.6K 658 +30 +5%
BlackRock
129
BlackRock
New York
$42K 648 -49 -7%
Teacher Retirement System of Texas
130
Teacher Retirement System of Texas
Texas
$39K 604 -114 -16%
Legal & General Group
131
Legal & General Group
United Kingdom
$29K 454 – –
Creative Planning
132
Creative Planning
Kansas
$27K 410 – –
MA
133
MUFG Americas
New York
$24K 369 +3 +0.8%
Barclays
134
Barclays
United Kingdom
$17K 271 -448 -62%
KTC
135
Kistler-Tiffany Companies
Pennsylvania
$17K 267 – –
LNB
136
Ledyard National Bank
$16K 245 – –
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$7.51K 116 – –
WRM
138
Westport Resources Management
Connecticut
$6K 98 – –
AIM
139
Advantage Investment Management
Iowa
$6K 100 +100 New
DSC
140
Duncker Streett & Co
Missouri
$4K 63 – –
S
141
SignatureFD
Georgia
$3K 49 – –
ECM
142
Exchange Capital Management
Michigan
$3K 46 +46 New
NPC
143
National Planning Corporation
California
$2.07K 33 +33 New
NFG
144
Next Financial Group
Texas
$2K 27 – –
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$82 1,263 -82 -6%
BRWA
146
B. Riley Wealth Advisors
Florida
$14 223 +223 New
EAM
147
Eagle Asset Management
Florida
– – -47,503 Closed
TCM
148
Twin Capital Management
Pennsylvania
– – -9,840 Closed
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
– – -4,600 Closed
TAM
150
Tocqueville Asset Management
New York
– – -4,200 Closed
3 4 5
6
7