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Morningstar
MORN

Overview Fund Activity

169 hedge funds and large institutions have $1.32B invested in Morningstar in 2017 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 15 closing their positions.

Holders
169
Holders Change
-1
Holders Change %
-0.59%
% of All Funds
4.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
22
Increased
57
Reduced
59
Closed
15
Calls
$2K
Puts
$393K
Net Calls
-$391K
Net Calls Change
-$1.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$55.9M
2
CIP
2
Champlain Investment Partners
Vermont
$22.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$110M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$9.43M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$25.5M

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
RA
2
Royce & Associates
New York
$52M
3
ACM
3
Atlanta Capital Management
Georgia
$255M
4
UBS AM
4
UBS AM
Illinois
$723K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$46.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$10K – – –
CG
152
Cutler Group
California
$9K -$50.2K -681 -85%
IA
153
IFP Advisors
Florida
$9K -$308 -4 -3%
AIM
154
Advantage Investment Management
Iowa
$8K – – –
TRCT
155
Tower Research Capital (TRC)
New York
$8K +$8K +103 New
BIG
156
Bellwether Investment Group
Tennessee
$6K -$1.2K -16 -17%
EWM
157
Evercore Wealth Management
New York
$6K – – –
DSC
158
Duncker Streett & Co
Missouri
$5K – – –
AA
159
Apriem Advisors
California
$5K – – –
CHC
160
City Holding Co
West Virginia
$5K – – –
IUHSA
161
Itau Unibanco Holding S.A.
Brazil
$5K +$5K +60 New
ASN
162
Advisory Services Network
Georgia
$5K +$5K +64 New
WT
163
Whittier Trust
California
$4K +$4K +55 New
LWCFA
164
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3K -$9.09K -100 -75%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$3K -$857 -10 -22%
CFD
166
Creative Financial Designs
Indiana
$3K – – –
NFG
167
Next Financial Group
Texas
$2K – – –
QI
168
QS Investors
New York
$1K – – –
QCG
169
Quadrant Capital Group
Ohio
$1K – – –
Bessemer Group
170
Bessemer Group
New Jersey
– -$12.9M -175,852 Closed
CG
171
Clinton Group
New York
– -$1.1M -15,009 Closed
Capital Fund Management (CFM)
172
Capital Fund Management (CFM)
France
– -$690K -9,379 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
– -$602K -8,185 Closed
Jacobs Levy Equity Management
174
Jacobs Levy Equity Management
New Jersey
– -$594K -8,070 Closed
PIM
175
Perkins Investment Management
Illinois
– -$368K -5,000 Closed
4 5 6
7
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