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Morningstar
MORN

Overview Fund Activity

177 hedge funds and large institutions have $1.36B invested in Morningstar in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 41 reducing their positions, and 11 closing their positions.

Holders
177
Holders Change
+21
Holders Change %
+13.46%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
70
Reduced
41
Closed
11
Calls
$371K
Puts
$28K
Net Calls
+$343K
Net Calls Change
-$213K

Top Buyers

1
BAMCO Inc
1
BAMCO Inc
New York
$132M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$42M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$9.33M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$31.1M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$15.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$270M
2
RA
2
Royce & Associates
New York
$95.7M
3
Fidelity International
3
Fidelity International
Bermuda
$0
4
EIP
4
Epoch Investment Partners
New York
$22.4M
5
TCP
5
TAMRO Capital Partners
Virginia
$5.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MDCM
151
Morgan Dempsey Capital Management
Wisconsin
$72K – – –
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$66K +$7.96K +100 +14%
SIG
153
Stanford Investment Group
California
$64K -$8K -100 -11%
PAM
154
Panagora Asset Management
Massachusetts
$64K – – –
BlackRock
155
BlackRock
New York
$64K +$8.87K +111 +16%
AIG
156
American International Group
New York
$60K +$1.12K +14 +2%
EWM
157
Evercore Wealth Management
New York
$51K – – –
Zurich Cantonal Bank
158
Zurich Cantonal Bank
Switzerland
$39K +$12.7K +159 +48%
TRCT
159
Tower Research Capital (TRC)
New York
$31K +$9.3K +117 +43%
KT
160
Kanaly Trust
Texas
$29K -$9.77K -121 -25%
Barclays
161
Barclays
United Kingdom
$25K +$324 +4 +1%
JHIU
162
Janus Henderson Investors US
Colorado
$24K – – –
KTC
163
Kistler-Tiffany Companies
Pennsylvania
$21K – – –
LNB
164
Ledyard National Bank
$20K – – –
VCM
165
Versant Capital Management
Arizona
$18K +$18K +232 New
WAM
166
Wealthspire Advisors (Maryland)
Maryland
$16K +$16K +200 New
IA
167
IFP Advisors
Florida
$11K +$11K +135 New
MPWT
168
MassMutual Private Wealth & Trust
Connecticut
$9.33K – – –
Creative Planning
169
Creative Planning
Kansas
$9K +$3.72K +45 +70%
PCM
170
Penserra Capital Management
California
$8K +$8K +94 New
Simplex Trading
171
Simplex Trading
Illinois
$8K +$8K +100 New
DSC
172
Duncker Streett & Co
Missouri
$5K – – –
MFS
173
MSI Financial Services
Massachusetts
$5K +$5K +59 New
NFG
174
Next Financial Group
Texas
$2K – – –
BFEC
175
Benjamin F. Edwards & Company
Missouri
$2K +$2K +28 New
4 5 6
7
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