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Morningstar
MORN

Overview Fund Activity

171 hedge funds and large institutions have $1.31B invested in Morningstar in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
66
Reduced
55
Closed
18
Calls
$63K
Puts
$238K
Net Calls
-$175K
Net Calls Change
-$178K

Top Buyers

1
ACM
1
American Capital Management
New York
$16.2M
2
Bessemer Group
2
Bessemer Group
New Jersey
$13.9M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$76.7M
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$8.54M
5
UBS AM
5
UBS AM
Illinois
$8.33M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$33.3M
2
Lord, Abbett & Co
2
Lord, Abbett & Co
New Jersey
$0
3
PIM
3
Perkins Investment Management
Illinois
$396K
4
First Trust Advisors
4
First Trust Advisors
Illinois
$1.86M
5
AIM
5
Artemis Investment Management
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
151
Brown Brothers Harriman & Co
New York
$19K – – –
LNB
152
Ledyard National Bank
$19K – – –
VCM
153
Versant Capital Management
Arizona
$17K – – –
PCM
154
Penserra Capital Management
California
$17K +$6.8K +90 +67%
WAM
155
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
AIM
156
Acrospire Investment Management
Illinois
$15K – – –
WIC
157
Woodmont Investment Counsel
Tennessee
$15K +$15K +184 New
IA
158
IFP Advisors
Florida
$10K – – –
TCIM
159
TIAA CREF Investment Management
New York
$8.33K +$444 +5,601 +6%
AIM
160
Advantage Investment Management
Iowa
$8K – – –
Creative Planning
161
Creative Planning
Kansas
$8K +$2.72K +33 +52%
KT
162
Kanaly Trust
Texas
$7K -$16.6K -209 -70%
EWM
163
Evercore Wealth Management
New York
$6K – – –
CHC
164
City Holding Co
West Virginia
$5K – – –
DSC
165
Duncker Streett & Co
Missouri
$5K – – –
AA
166
Apriem Advisors
California
$5K +$5K +64 New
PCP
167
Proficio Capital Partners
Massachusetts
$4K – – –
BFEC
168
Benjamin F. Edwards & Company
Missouri
$3K – – –
NFG
169
Next Financial Group
Texas
$2K -$1.85K -25 -48%
QI
170
QS Investors
New York
$1K – – –
VOYA Investment Management
171
VOYA Investment Management
Georgia
$635 +$19 +246 +3%
Lord, Abbett & Co
172
Lord, Abbett & Co
New Jersey
– -$17M -207,818 Closed
AIM
173
Artemis Investment Management
United Kingdom
– -$3.96M -48,500 Closed
DA
174
Denali Advisors
California
– -$2M -24,500 Closed
DCM
175
Dupont Capital Management
Delaware
– -$1.04M -12,700 Closed
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