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Morningstar
MORN

Overview Fund Activity

176 hedge funds and large institutions have $1.45B invested in Morningstar in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 60 reducing their positions, and 25 closing their positions.

Holders
176
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
4.7%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
68
Reduced
60
Closed
25
Calls
$482K
Puts
$17K
Net Calls
+$465K
Net Calls Change
+$122K

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$31.1M
2
EIP
2
Epoch Investment Partners
New York
$36.7M
3
MAM
3
Martingale Asset Management
Massachusetts
$7.18M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$117M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$51.8M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$58.8M
2
RA
2
Royce & Associates
New York
$92.3M
3
CCA
3
Conestoga Capital Advisors
Pennsylvania
$0
4
MNA
4
Manning & Napier Advisors
New York
$10.6M
5
BAMCO Inc
5
BAMCO Inc
New York
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
151
Acrospire Investment Management
Illinois
$43K 485 +485 New
QT
152
Quantbot Technologies
New York
$34K 389 +389 New
EMG
153
ETF Managers Group
New Jersey
$27K 342 +342 New
KT
154
Kanaly Trust
Texas
$26K 297 -62 -17%
KTC
155
Kistler-Tiffany Companies
Pennsylvania
$24K 267 – –
LNB
156
Ledyard National Bank
$22K 245 – –
HPBT
157
High Point Bank & Trust
North Carolina
$22K 253 +253 New
Geode Capital Management
158
Geode Capital Management
Massachusetts
$21.4K 242,598 +49,246 +25%
VCM
159
Versant Capital Management
Arizona
$20K 232 – –
Creative Planning
160
Creative Planning
Kansas
$19K 216 +107 +98%
WAM
161
Wealthspire Advisors (Maryland)
Maryland
$18K 200 – –
Fuller & Thaler Asset Management
162
Fuller & Thaler Asset Management
California
$17K 195 -1,505 -89%
CCA
163
Checchi Capital Advisers
California
$16K 183 +183 New
RFS
164
Rockefeller Financial Services
New York
$15K 170 +170 New
MFS
165
MSI Financial Services
Massachusetts
$14K 161 +102 +173%
AIM
166
Advantage Investment Management
Iowa
$9K 100 +100 New
EWM
167
Evercore Wealth Management
New York
$7K 76 -561 -88%
IA
168
IFP Advisors
Florida
$7K 54 -81 -60%
Bessemer Group
169
Bessemer Group
New Jersey
$7K 82 +82 New
Simplex Trading
170
Simplex Trading
Illinois
$6K 71 -29 -29%
DSC
171
Duncker Streett & Co
Missouri
$6K 63 – –
NFG
172
Next Financial Group
Texas
$4K 52 +25 +93%
PCP
173
Proficio Capital Partners
Massachusetts
$4K 46 +46 New
BFEC
174
Benjamin F. Edwards & Company
Missouri
$2K 28 – –
S
175
SignatureFD
Georgia
$2K 18 – –
5 6
7
8 9