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Morningstar
MORN

Overview Fund Activity

146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.

Holders
146
Holders Change
-23
Holders Change %
-13.61%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
66
Reduced
43
Closed
30
Calls
$904K
Puts
$1.81M
Net Calls
-$906K
Net Calls Change
-$515K

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.8M
2
Norges Bank
2
Norges Bank
Norway
$23.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$30.7M
4
CIP
4
Champlain Investment Partners
Vermont
$27.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$18.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$8.58M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
ACM
3
Atlanta Capital Management
Georgia
$251M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$7.68M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
126
Ledyard National Bank
$19K – – –
VCM
127
Versant Capital Management
Arizona
$17K – – –
Creative Planning
128
Creative Planning
Kansas
$17K +$2.77K +36 +19%
NSIM
129
North Star Investment Management
Illinois
$16K – – –
WAM
130
Wealthspire Advisors (Maryland)
Maryland
$16K +$6.34K +82 +66%
PA
131
Parallel Advisors
California
$11K -$2.85K -36 -21%
PCM
132
Penserra Capital Management
California
$10K +$10K +130 New
IA
133
IFP Advisors
Florida
$9K – – –
PCP
134
Proficio Capital Partners
Massachusetts
$8K -$9.11K -115 -53%
EWM
135
Evercore Wealth Management
New York
$6K – – –
ASN
136
Advisory Services Network
Georgia
$6K +$1.14K +15 +23%
WA
137
Winfield Associates
Ohio
$6K +$6K +71 New
CHC
138
City Holding Co
West Virginia
$5K – – –
DSC
139
Duncker Streett & Co
Missouri
$5K – – –
QCG
140
Quadrant Capital Group
Ohio
$4K +$2.94K +39 +279%
LWCFA
141
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K – – –
CFD
142
Creative Financial Designs
Indiana
$3K – – –
BFEC
143
Benjamin F. Edwards & Company
Missouri
$3K – – –
IUHSA
144
Itau Unibanco Holding S.A.
Brazil
$2K -$2K -30 -50%
NFG
145
Next Financial Group
Texas
$2K – – –
QI
146
QS Investors
New York
$1K +$200 +1 +25%
First Trust Advisors
147
First Trust Advisors
Illinois
– -$2.3M -29,280 Closed
LG
148
Leuthold Group
Minnesota
– -$1.78M -22,586 Closed
MF
149
Magnetar Financial
Illinois
– -$834K -10,614 Closed
GC
150
Globeflex Capital
California
– -$802K -10,200 Closed
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6
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