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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$42.6M
3
PPA
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
Boston Trust Walden
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
151
Navellier & Associates
Nevada
$250K -$15.5K -141 -6%
ProShare Advisors
152
ProShare Advisors
Maryland
$250K -$11.1K -101 -4%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$246K +$1.76K +16 +0.7%
Principal Financial Group
154
Principal Financial Group
Iowa
$233K -$87.7K -799 -27%
AG
155
Advisor Group
Arizona
$233K +$19.8K +180 +9%
MA
156
Montag & Associates
Georgia
$232K – – –
ERIM
157
Eagle Ridge Investment Management
Connecticut
$225K – – –
CB
158
Commerce Bank
Missouri
$224K -$11.5K -105 -5%
ET
159
Equitable Trust
Tennessee
$220K – – –
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$216K +$656 +6 +0.3%
II
161
Ibex Investors
Colorado
$215K +$215K +1,958 New
Allianz Asset Management
162
Allianz Asset Management
Germany
$210K +$210K +1,909 New
Creative Planning
163
Creative Planning
Kansas
$207K +$8.57K +78 +4%
OAM
164
Oppenheimer Asset Management
New York
$177K -$60.8K -555 -26%
Bessemer Group
165
Bessemer Group
New Jersey
$158K -$12.1K -110 -7%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$154K -$439 -4 -0.3%
Zurich Cantonal Bank
167
Zurich Cantonal Bank
Switzerland
$151K +$28.1K +256 +23%
HNB
168
Huntington National Bank
Ohio
$113K -$62.3K -567 -36%
First Manhattan
169
First Manhattan
New York
$104K – – –
FHA
170
Flagship Harbor Advisors
Massachusetts
$103K +$24.9K +228 +32%
QT
171
Quantamental Technologies
New York
$85K +$85K +775 New
FHB
172
First Hawaiian Bank
Hawaii
$78K – – –
PAM
173
Paradigm Asset Management
New York
$76.9K -$11K -100 -13%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$70K +$10.1K +92 +17%
AssetMark Inc
175
AssetMark Inc
California
$67K +$67K +614 New
5 6
7
8 9