MORN icon

Morningstar
MORN

Overview Fund Activity

135 hedge funds and large institutions have $1.59B invested in Morningstar in 2013 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 51 reducing their positions, and 16 closing their positions.

Holders
135
Holders Change
+2
Holders Change %
+1.5%
% of All Funds
4.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
20
Increased
44
Reduced
51
Closed
16
Calls
$2.81M
Puts
$3M
Net Calls
-$190K
Net Calls Change
+$1.56M

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$319M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$4.52M
3
BAMCO Inc
3
BAMCO Inc
New York
$134M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.8M
5
AI
5
Analytic Investors
California
$2.14M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
BCM
2
Bares Capital Management
Texas
$1.53M
3
BAM
3
Bedlam Asset Management
United Kingdom
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$215M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MFS
151
MSI Financial Services
Massachusetts
– – -5 Closed
3 4 5 6
7