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Morningstar
MORN

Overview Fund Activity

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K

Top Buyers

1
Invesco
1
Invesco
Georgia
$56.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.7M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$234M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$92K
3
Charles Schwab
3
Charles Schwab
California
$17.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$495K -$32.3K -221 -6%
QCM
127
Quantinno Capital Management
New York
$492K -$34.9K -239 -7%
ASN
128
Advisory Services Network
Georgia
$492K – – –
Jane Street
129
Jane Street
New York
$464K +$464K +3,176 New
BFS
130
Bradley Foster & Sargent
Connecticut
$441K – – –
HighTower Advisors
131
HighTower Advisors
Illinois
$437K +$52.8K +362 +14%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$430K -$25.9K -177 -6%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$427K -$14.5K -99 -3%
ECM
134
ExodusPoint Capital Management
New York
$424K +$424K +2,900 New
Voloridge Investment Management
135
Voloridge Investment Management
Florida
$416K +$416K +2,845 New
CSS
136
Cubist Systematic Strategies
Connecticut
$414K +$171K +1,169 +70%
Squarepoint
137
Squarepoint
New York
$410K -$336K -2,300 -45%
Public Employees Retirement Association of Colorado
138
Public Employees Retirement Association of Colorado
Colorado
$407K – – –
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$406K -$3.21K -22 -0.8%
SCM
140
Stevens Capital Management
Pennsylvania
$405K +$405K +2,769 New
AIL
141
AGF Investments LLC
Ontario, Canada
$403K +$403K +2,756 New
CTC
142
Central Trust Company
Missouri
$372K -$5.84K -40 -2%
PHS
143
Pekin Hardy Strauss
Illinois
$364K +$146 +1 +0%
VAS
144
Vestmark Advisory Solutions
Massachusetts
$357K +$31.5K +216 +10%
ProShare Advisors
145
ProShare Advisors
Maryland
$351K +$16.5K +113 +5%
Allianz Asset Management
146
Allianz Asset Management
Germany
$350K +$12.3K +84 +4%
BA
147
Bridgewater Associates
Connecticut
$336K +$336K +2,297 New
NC
148
Noked Capital
Israel
$336K +$336K +2,300 New
NI
149
Noked Israel
Israel
$336K +$336K +2,300 New
Principal Financial Group
150
Principal Financial Group
Iowa
$331K -$35.8K -245 -10%
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