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Morningstar

156 hedge funds and large institutions have $1.42B invested in Morningstar in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,527% more call options, than puts

Call options by funds: $578K | Put options by funds: $22K

333% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 6

43% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 42

14% more funds holding

Funds holding: 137156 (+19)

0% more capital invested

Capital invested by funds: $1.42B → $1.42B (+$1.17M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
156
Holders Change
+19
Holders Change %
+13.87%
% of All Funds
4.36%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
60
Reduced
42
Closed
6
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
+$381K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$112K
First Manhattan
127
First Manhattan
New York
$101K
SC
128
Saturna Capital
Washington
$80K
IGIM
129
I.G. Investment Management
Manitoba, Canada
$79K +$80.6K +987 New
MDCM
130
Morgan Dempsey Capital Management
Wisconsin
$72K -$18.4K -225 -20%
SIG
131
Stanford Investment Group
California
$72K
PAM
132
Panagora Asset Management
Massachusetts
$64K -$125K -1,527 -66%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$59K +$1.63K +20 +3%
AIG
134
American International Group
New York
$59K +$3.43K +42 +6%
BlackRock
135
BlackRock
New York
$55K +$11.1K +136 +25%
EWM
136
Evercore Wealth Management
New York
$52K
FQ
137
First Quadrant
California
$40K +$40.8K +500 New
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
$39.5K -$77.6K -951 -66%
KT
139
Kanaly Trust
Texas
$39K
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$26K +$21.1K +259 +375%
Barclays
141
Barclays
United Kingdom
$24K -$245 -3 -1%
Walleye Trading
142
Walleye Trading
New York
$24K +$8.49K +104 +52%
JHIU
143
Janus Henderson Investors US
Colorado
$24K +$24.5K +300 New
TRCT
144
Tower Research Capital (TRC)
New York
$22K +$14.5K +177 +184%
KTC
145
Kistler-Tiffany Companies
Pennsylvania
$21K
LNB
146
Ledyard National Bank
$20K
MGIA
147
Moneta Group Investment Advisors
Missouri
$16K +$16K +196 New
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$14K +$14K +172 New
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$7.88K
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$6K +$6.12K +75 New