MORN icon

Morningstar
MORN

Overview Fund Activity

197 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 9 closing their positions.

Holders
197
Holders Change
+21
Holders Change %
+11.93%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
61
Reduced
75
Closed
9
Calls
$7.96M
Puts
$3.81M
Net Calls
+$4.16M
Net Calls Change
+$5.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$95.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$166M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$205M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$29.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$35.3M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$364M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.4M
4
CIP
4
Champlain Investment Partners
Vermont
$44.3M
5
Millennium Management
5
Millennium Management
New York
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$183K +$8.72K +68 +5%
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$180K +$180K +1,407 New
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$170K – – –
CCM
154
Covington Capital Management
California
$170K +$25.7K +200 +18%
Fuller & Thaler Asset Management
155
Fuller & Thaler Asset Management
California
$166K – – –
SG Americas Securities
156
SG Americas Securities
New York
$150K -$18.7K -145 -11%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$126K -$22K -172 -15%
First Manhattan
158
First Manhattan
New York
$121K – – –
PAM
159
Paradigm Asset Management
New York
$89.8K – – –
Bessemer Group
160
Bessemer Group
New Jersey
$62K +$7.08K +55 +13%
AIG
161
American International Group
New York
$56K +$1.02K +8 +2%
PCM
162
Penserra Capital Management
California
$47K -$13.1K -103 -22%
HFM
163
Harvest Fund Management
China
$43K +$43K +335 New
NSIM
164
North Star Investment Management
Illinois
$42K – – –
TG
165
TLP Group
Illinois
$38K -$43K -333 -53%
TSW
166
Thompson Siegel & Walmsley
Virginia
$38K – – –
S
167
SignatureFD
Georgia
$34K +$7.34K +57 +28%
EIP
168
Epoch Investment Partners
New York
$32.1K -$12.8K -99,895 -29%
PA
169
Parallel Advisors
California
$32K +$14.4K +114 +82%
LNB
170
Ledyard National Bank
$31K – – –
OFW
171
Omnia Family Wealth
Florida
$30K – – –
VCM
172
Versant Capital Management
Arizona
$26K – – –
LC
173
Landaas & Company
Wisconsin
$26K +$26K +200 New
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$24K – – –
CAPTRUST Financial Advisors
175
CAPTRUST Financial Advisors
North Carolina
$23K -$377 -3 -2%
5 6
7
8 9