MORN icon

Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$219K 2,268 +90 +4%
ERIM
127
Eagle Ridge Investment Management
Connecticut
$219K 2,260 +2,260 New
HNB
128
Huntington National Bank
Ohio
$218K 2,247 – –
HighTower Advisors
129
HighTower Advisors
Illinois
$208K 2,160 +2,160 New
MA
130
Montag & Associates
Georgia
$205K 2,110 +2,110 New
PAM
131
Panagora Asset Management
Massachusetts
$203K 2,090 – –
AI
132
Atria Investments
North Carolina
$203K 2,091 +2,091 New
OWA
133
One Wealth Advisors
California
$191K 1,971 +1,971 New
LTFS
134
Ladenburg Thalmann Financial Services
Florida
$172K 1,778 -20 -1%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$158K 1,630 +1,630 New
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$148K 1,519 -10 -0.7%
AG
137
Advisor Group
Arizona
$141K 1,449 +528 +57%
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$132K 1,362 -14 -1%
SOADOR
139
State of Alaska Department of Revenue
Alaska
$126K 1,300 +1,300 New
Zurich Cantonal Bank
140
Zurich Cantonal Bank
Switzerland
$112K 1,156 +458 +66%
CCM
141
Covington Capital Management
California
$109K 1,125 – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$109K 1,120 – –
SG Americas Securities
143
SG Americas Securities
New York
$108K 1,111 -391 -26%
First Manhattan
144
First Manhattan
New York
$92K 951 – –
EMG
145
ETF Managers Group
New Jersey
$76K 784 +112 +17%
TRCT
146
Tower Research Capital (TRC)
New York
$69K 707 +652 +1,185%
PAM
147
Paradigm Asset Management
New York
$67.9K 700 – –
Fuller & Thaler Asset Management
148
Fuller & Thaler Asset Management
California
$67K 695 – –
TSW
149
Thompson Siegel & Walmsley
Virginia
$58K 600 +600 New
BNP Paribas Financial Markets
150
BNP Paribas Financial Markets
France
$52.8K 544 -374 -41%
4 5
6
7 8