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Morningstar
MORN

Overview Fund Activity

162 hedge funds and large institutions have $1.45B invested in Morningstar in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 9 closing their positions.

Holders
162
Holders Change
+27
Holders Change %
+20%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
57
Reduced
48
Closed
9
Calls
$2.25M
Puts
$2.01M
Net Calls
+$242K
Net Calls Change
+$432K

Top Buyers

1
ACM
1
Atlanta Capital Management
Georgia
$332M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$26.8M
3
AL
3
AJO LP
Pennsylvania
$9.54M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$8.94M
5
PPA
5
Parametric Portfolio Associates
Washington
$17.5M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.17M
2
TCP
2
TAMRO Capital Partners
Virginia
$36.1M
3
PI
3
Putnam Investments
Massachusetts
$0
4
RA
4
Royce & Associates
New York
$139M
5
KCM
5
Kornitzer Capital Management
Kansas
$93M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
151
Optimum Investment Advisors
Illinois
$33K 425 – –
AIG
152
American International Group
New York
$31.9K 409 -308 -43%
MA
153
MUFG Americas
New York
$23K 295 +295 New
KTC
154
Kistler-Tiffany Companies
Pennsylvania
$21K 267 – –
LNB
155
Ledyard National Bank
$19K 245 +245 New
Creative Planning
156
Creative Planning
Kansas
$16K 210 – –
PCM
157
Prelude Capital Management
New York
$12K 160 +100 +167%
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$9.06K 116 +116 New
WRM
159
Westport Resources Management
Connecticut
$8K 98 – –
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$2K 20 +20 New
Bessemer Group
161
Bessemer Group
New Jersey
$2K 30 +30 New
S
162
SignatureFD
Georgia
$1K 9 +2 +29%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$108 1,387 -981 -41%
PI
164
Putnam Investments
Massachusetts
– – -55,270 Closed
Capital Fund Management (CFM)
165
Capital Fund Management (CFM)
France
– – -5,796 Closed
HSBC Holdings
166
HSBC Holdings
United Kingdom
– – -4,654 Closed
RCM
167
Reynolds Capital Management
Nevada
– – -3,700 Closed
Comerica Bank
168
Comerica Bank
Texas
– – -3,402 Closed
HR
169
Howe & Rusling
New York
– – -758 Closed
BC
170
Bartlett & Co
Ohio
– – -57 Closed
ECM
171
ETrade Capital Management
Virginia
– – -44 Closed
Parallax Volatility Advisers
172
Parallax Volatility Advisers
California
– – – –
3 4 5 6
7