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Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
AIG
151
American International Group
New York
$43K 446 +446 New
NSIM
152
North Star Investment Management
Illinois
$32K 325 +125 +63%
Bessemer Group
153
Bessemer Group
New Jersey
$24K 244 – –
LNB
154
Ledyard National Bank
$24K 245 – –
PCM
155
Penserra Capital Management
California
$24K 255 +93 +57%
BBHC
156
Brown Brothers Harriman & Co
New York
$23K 238 – –
WAM
157
Wealthspire Advisors (Maryland)
Maryland
$22K 231 -7 -3%
OFW
158
Omnia Family Wealth
Florida
$22K 231 +170 +279%
DCM
159
Delpha Capital Management
New York
$22K 225 +225 New
VCM
160
Versant Capital Management
Arizona
$20K 211 – –
LC
161
Landaas & Company
Wisconsin
$19K 200 – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$18K 186 +186 New
STA
163
Summit Trail Advisors
New York
$15K 153 +153 New
PA
164
Parallel Advisors
California
$13K 139 – –
IA
165
IFP Advisors
Florida
$13K 139 +22 +19%
PCP
166
Proficio Capital Partners
Massachusetts
$10K 101 – –
LWCFA
167
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K 79 – –
EWM
168
Evercore Wealth Management
New York
$7K 76 – –
SPI
169
Santori & Peters Inc
Pennsylvania
$7K 82 +82 New
DSC
170
Duncker Streett & Co
Missouri
$6K 63 – –
CHC
171
City Holding Co
West Virginia
$6K 62 – –
FGC
172
Financial Gravity Companies
Texas
$5K 52 +52 New
QCG
173
Quadrant Capital Group
Ohio
$3K 39 -14 -26%
CFD
174
Creative Financial Designs
Indiana
$3K 33 – –
SWM
175
SeaCrest Wealth Management
New York
$3K 31 +31 New
4 5 6
7
8