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Morningstar
MORN

Overview Fund Activity

146 hedge funds and large institutions have $1.3B invested in Morningstar in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 66 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
-23
Holders Change %
-13.61%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
66
Reduced
43
Closed
30
Calls
$904K
Puts
$1.81M
Net Calls
-$906K
Net Calls Change
-$515K

Top Buyers

1
BlackRock
1
BlackRock
New York
$63.8M
2
Norges Bank
2
Norges Bank
Norway
$23.4M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$30.7M
4
CIP
4
Champlain Investment Partners
Vermont
$27.4M
5
BTW
5
Boston Trust Walden
Massachusetts
$18.6M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$8.58M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$102M
3
ACM
3
Atlanta Capital Management
Georgia
$251M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$7.68M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
151
Wealth Enhancement Advisory Services
Minnesota
– -$776K -10,016 Closed
HCM
152
Highbridge Capital Management
New York
– -$674K -8,578 Closed
IR
153
Invictus RG
Bermuda
– -$536K -6,822 Closed
VKH
154
Virtu KCG Holdings
New York
– -$502K -6,388 Closed
PGIM
155
Pacific Global Investment Management
California
– -$474K -6,025 Closed
DTL
156
Dynamic Technology Lab
Singapore
– -$384K -4,888 Closed
GC
157
Guggenheim Capital
Illinois
– -$345K -4,394 Closed
Stifel Financial
158
Stifel Financial
Missouri
– -$293K -3,696 Closed
OAM
159
Oxford Asset Management
United Kingdom
– -$270K -3,435 Closed
Principal Financial Group
160
Principal Financial Group
Iowa
– -$261K -3,319 Closed
JG
161
Jefferies Group
New York
– -$260K -3,311 Closed
QC
162
Quadrature Capital
United Kingdom
– -$252K -3,202 Closed
PL
163
Parkwood LLC
Ohio
– -$241K -3,060 Closed
Prudential Financial
164
Prudential Financial
New Jersey
– -$236K -3,003 Closed
LSCM
165
LaSalle Street Capital Management
Illinois
– -$226K -2,872 Closed
Nomura Holdings
166
Nomura Holdings
Japan
– -$213K -2,717 Closed
SF
167
Synovus Financial
Georgia
– -$169K -2,121 Closed
CCMH
168
Cornerstone Capital Management Holdings
New York
– -$70K -896 Closed
MDCM
169
Morgan Dempsey Capital Management
Wisconsin
– -$68K -866 Closed
MAM
170
Meeder Asset Management
Ohio
– -$31K -398 Closed
CG
171
Cutler Group
California
– -$9K -122 Closed
TRCT
172
Tower Research Capital (TRC)
New York
– -$8K -103 Closed
AIM
173
Advantage Investment Management
Iowa
– -$8K -100 Closed
BIG
174
Bellwether Investment Group
Tennessee
– -$6K -80 Closed
AA
175
Apriem Advisors
California
– -$5K -64 Closed
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