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Morningstar
MORN

Overview Fund Activity

177 hedge funds and large institutions have $1.36B invested in Morningstar in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
70
Reduced
41
Closed
11
Calls
$371K
Puts
$28K
Net Calls
+$343K
Net Calls Change
-$213K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$132M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$42M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$9.33M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$31.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$270M
2
RA
2
Royce & Associates
New York
$95.7M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
EIP
4
Epoch Investment Partners
New York
$22.4M
5
TCP
5
TAMRO Capital Partners
Virginia
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
126
Stifel Financial
Missouri
$281K -$77.7K -968 -22%
CB
127
Commerce Bank
Missouri
$281K – – –
URS
128
Utah Retirement Systems
Utah
$272K – – –
PCM
129
Piermont Capital Management
Missouri
$261K +$261K +3,250 New
BFS
130
Bradley Foster & Sargent
Connecticut
$254K – – –
CSS
131
Cubist Systematic Strategies
Connecticut
$249K -$10.7K -133 -4%
RFC
132
Regions Financial Corp
Alabama
$235K +$5.72K +71 +2%
Nomura Holdings
133
Nomura Holdings
Japan
$224K +$224K +2,776 New
OAC
134
OMERS Administration Corp
Ontario, Canada
$207K – – –
NMIMC
135
Northwestern Mutual Investment Management Company
Wisconsin
$181K +$884 +11 +0.5%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$147K -$50.3K -626 -25%
Canada Life
137
Canada Life
Manitoba, Canada
$137K – – –
Fuller & Thaler Asset Management
138
Fuller & Thaler Asset Management
California
$137K – – –
Legal & General Group
139
Legal & General Group
United Kingdom
$136K – – –
FQ
140
First Quadrant
California
$129K +$88.7K +1,100 +220%
CF
141
CenterStar Fund
Illinois
$127K -$117K – –
DADC
142
D.A. Davidson & Co
Montana
$121K +$2.56K +32 +2%
SG Americas Securities
143
SG Americas Securities
New York
$118K -$9K -112 -7%
MLICM
144
Metropolitan Life Insurance Company (MetLife)
New York
$115K +$3.06K +38 +3%
First Manhattan
145
First Manhattan
New York
$102K – – –
IGIM
146
I.G. Investment Management
Manitoba, Canada
$102K +$23K +287 +29%
Walleye Trading
147
Walleye Trading
New York
$88K +$63.7K +796 +262%
SF
148
Synovus Financial
Georgia
$81K +$81K +996 New
SC
149
Saturna Capital
Washington
$80K – – –
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$72.5K +$33K +410 +83%
4 5
6
7 8