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Morningstar
MORN

Overview Fund Activity

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+31
Holders Change %
+15.74%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
76
Reduced
76
Closed
11
Calls
$6.47M
Puts
$4.96M
Net Calls
+$1.51M
Net Calls Change
-$2.64M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$221M
2
EAM
2
Eagle Asset Management
Florida
$34.4M
3
CTA
3
Carillon Tower Advisers
Florida
$27.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$60.9M
5
Wells Fargo
5
Wells Fargo
California
$42.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$285M
2
EIP
2
Epoch Investment Partners
New York
$7.26M
3
CIP
3
Champlain Investment Partners
Vermont
$35.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Northern Trust
5
Northern Trust
Illinois
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Franklin Resources
151
Franklin Resources
California
$266K +$266K +2,112 New
ERIM
152
Eagle Ridge Investment Management
Connecticut
$258K -$60.4K -480 -19%
ET
153
Equitable Trust
Tennessee
$252K +$252K +2,000 New
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$248K -$93.2K -740 -27%
AG
155
Advisor Group
Arizona
$245K +$60.5K +479 +33%
Squarepoint
156
Squarepoint
New York
$236K -$851K -6,772 -78%
Susquehanna International Group
157
Susquehanna International Group
Pennsylvania
$234K -$634K -5,041 -73%
SAMC
158
Spectrum Asset Management (California)
California
$227K – – –
Creative Planning
159
Creative Planning
Kansas
$227K +$14.2K +113 +7%
BA
160
Bridgewater Associates
Connecticut
$224K -$413K -3,281 -65%
HSBC Holdings
161
HSBC Holdings
United Kingdom
$217K +$18K +143 +9%
OWA
162
One Wealth Advisors
California
$214K -$8.81K -70 -4%
COI
163
Connable Office Inc
Michigan
$212K – – –
Comerica Bank
164
Comerica Bank
Texas
$209K +$209K +1,800 New
VIA
165
Vident Investment Advisory
Georgia
$206K -$70.8K -563 -26%
HNB
166
Huntington National Bank
Ohio
$201K +$9.7K +77 +5%
Capital Fund Management (CFM)
167
Capital Fund Management (CFM)
France
$201K +$201K +1,600 New
Bessemer Group
168
Bessemer Group
New Jersey
$195K +$134K +1,066 +221%
MLICM
169
Metropolitan Life Insurance Company (MetLife)
New York
$177K -$3.53K -28 -2%
SG Americas Securities
170
SG Americas Securities
New York
$171K +$24.1K +191 +16%
TRCT
171
Tower Research Capital (TRC)
New York
$151K +$149K +1,182 +7,880%
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$141K +$17.1K +136 +14%
QT
173
Quantbot Technologies
New York
$123K +$123K +983 New
First Manhattan
174
First Manhattan
New York
$119K – – –
CPH
175
C Partners Holding
Switzerland
$110K -$146K -1,159 -57%
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