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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.96M
4
WI
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
Victory Capital Management
Texas
$84K
5
Bank of America
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
151
Equitable Trust
Tennessee
$283K +$31.4K +250 +13%
Allianz Asset Management
152
Allianz Asset Management
Germany
$282K +$41.2K +327 +17%
ARTA
153
A.R.T. Advisors
New York
$281K -$437K -3,468 -61%
NA
154
Navellier & Associates
Nevada
$276K -$10.2K -81 -4%
PAM
155
Panagora Asset Management
Massachusetts
$274K -$118K -934 -30%
SOADOR
156
State of Alaska Department of Revenue
Alaska
$267K -$15.1K -120 -5%
CB
157
Commerce Bank
Missouri
$267K +$10.1K +80 +4%
MA
158
Montag & Associates
Georgia
$266K – – –
VAS
159
Vestmark Advisory Solutions
Massachusetts
$265K +$265K +2,107 New
FIM
160
Freedom Investment Management
Connecticut
$260K -$167K -1,325 -39%
SCA
161
Secor Capital Advisors
New York
$256K +$256K +2,040 New
ERIM
162
Eagle Ridge Investment Management
Connecticut
$252K -$6.43K -51 -2%
AG
163
Advisor Group
Arizona
$251K -$15.6K -124 -6%
SAMC
164
Spectrum Asset Management (California)
California
$227K +$227K +1,800 New
Prudential Financial
165
Prudential Financial
New Jersey
$225K +$225K +1,787 New
Creative Planning
166
Creative Planning
Kansas
$220K -$17.4K -138 -7%
SAM
167
Symphony Asset Management
California
$218K +$218K +1,731 New
MML Investors Services
168
MML Investors Services
Massachusetts
$216K +$216K +1,714 New
COI
169
Connable Office Inc
Michigan
$212K +$212K +1,680 New
Comerica Bank
170
Comerica Bank
Texas
$210K +$210K +1,635 New
RIA
171
Realta Investment Advisors
Delaware
$201K +$201K +1,599 New
OAM
172
Oppenheimer Asset Management
New York
$195K -$8.84K -70 -4%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$172K -$3.65K -29 -2%
OWA
174
One Wealth Advisors
California
$152K +$152K +1,208 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$141K -$31.8K -253 -18%
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