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Morningstar
MORN

Overview Fund Activity

152 hedge funds and large institutions have $1.42B invested in Morningstar in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 10 closing their positions.

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
52
Reduced
50
Closed
10
Calls
$2.81M
Puts
$603K
Net Calls
+$2.21M
Net Calls Change
+$3.12M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$60.6M
2
Bank of America
2
Bank of America
North Carolina
$41.3M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$3.22M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.98M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$85.9M
2
Norges Bank
2
Norges Bank
Norway
$19.5M
3
CIM
3
Confluence Investment Management
Missouri
$11.7M
4
BlackRock
4
BlackRock
New York
$65.4M
5
ACM
5
Atlanta Capital Management
Georgia
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
EMG
126
ETF Managers Group
New Jersey
$57K +$5.26K +62 +10%
KTC
127
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
LNB
128
Ledyard National Bank
$21K – – –
Bessemer Group
129
Bessemer Group
New Jersey
$21K +$21K +244 New
BBHC
130
Brown Brothers Harriman & Co
New York
$20K – – –
WAM
131
Wealthspire Advisors (Maryland)
Maryland
$20K +$2.61K +31 +15%
VCM
132
Versant Capital Management
Arizona
$17K -$806 -10 -5%
NSIM
133
North Star Investment Management
Illinois
$17K – – –
LC
134
Landaas & Company
Wisconsin
$17K +$17K +200 New
PCM
135
Penserra Capital Management
California
$13K +$2.57K +32 +25%
PA
136
Parallel Advisors
California
$12K – – –
IA
137
IFP Advisors
Florida
$10K – – –
PCP
138
Proficio Capital Partners
Massachusetts
$9K – – –
ASN
139
Advisory Services Network
Georgia
$7K – – –
LWCFA
140
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K +$4.08K +46 +139%
EWM
141
Evercore Wealth Management
New York
$6K – – –
TG
142
TLP Group
Illinois
$5K -$59.5K -738 -92%
DSC
143
Duncker Streett & Co
Missouri
$5K – – –
CHC
144
City Holding Co
West Virginia
$5K – – –
TRCT
145
Tower Research Capital (TRC)
New York
$5K +$5K +55 New
OFW
146
Omnia Family Wealth
Florida
$5K +$5K +61 New
QCG
147
Quadrant Capital Group
Ohio
$4K – – –
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +49 New
CFD
149
Creative Financial Designs
Indiana
$3K – – –
NFG
150
Next Financial Group
Texas
$2K – – –
3 4 5
6
7