MORN icon

Morningstar
MORN

Overview Fund Activity

147 hedge funds and large institutions have $1.44B invested in Morningstar in 2014 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 50 reducing their positions, and 25 closing their positions.

Holders
147
Holders Change
-15
Holders Change %
-9.26%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
57
Reduced
50
Closed
25
Calls
$2.28M
Puts
$1.89M
Net Calls
+$387K
Net Calls Change
+$145K

Top Buyers

1
MNA
1
Manning & Napier Advisors
New York
$20.8M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$19.4M
3
AI
3
Analytic Investors
California
$10.8M
4
Prudential Financial
4
Prudential Financial
New Jersey
$8.23M
5
PPA
5
Parametric Portfolio Associates
Washington
$21.9M

Top Sellers

1
TCP
1
TAMRO Capital Partners
Virginia
$0
2
AL
2
AJO LP
Pennsylvania
$0
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$482K
4
Invesco
4
Invesco
Georgia
$466K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
VRS
151
Virginia Retirement Systems
Virginia
– – -14,600 Closed
Jane Street
152
Jane Street
New York
– – -11,114 Closed
American Century Companies
153
American Century Companies
Missouri
– – -9,418 Closed
Arrowstreet Capital
154
Arrowstreet Capital
Massachusetts
– – -8,391 Closed
Principal Financial Group
155
Principal Financial Group
Iowa
– – -8,235 Closed
GC
156
Guggenheim Capital
Illinois
– – -7,648 Closed
ARTA
157
A.R.T. Advisors
New York
– – -5,831 Closed
BMCMI
158
Bryn Mawr Capital Management Inc
Pennsylvania
– – -5,460 Closed
AL
159
Airain Ltd
Guernsey
– – -5,425 Closed
CG
160
Clinton Group
New York
– – -4,383 Closed
Tudor Investment Corp
161
Tudor Investment Corp
Connecticut
– – -3,619 Closed
SCA
162
SAC Capital Advisors
Connecticut
– – -3,114 Closed
RJT
163
Raymond James Trust
Florida
– – -2,816 Closed
VKH
164
Virtu KCG Holdings
New York
– – -2,629 Closed
NPIT
165
National Penn Investors Trust
Pennsylvania
– – -2,603 Closed
GC
166
Globeflex Capital
California
– – -2,400 Closed
PL
167
Parkwood LLC
Ohio
– – -2,386 Closed
TRCT
168
Tower Research Capital (TRC)
New York
– – -816 Closed
OIA
169
Optimum Investment Advisors
Illinois
– – -425 Closed
PCM
170
Prelude Capital Management
New York
– – -160 Closed
Bessemer Group
171
Bessemer Group
New Jersey
– – -30 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
– – -20 Closed
Parallax Volatility Advisers
173
Parallax Volatility Advisers
California
– – – –
3 4 5 6
7