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Morningstar
MORN

Overview Fund Activity

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$300M
2
Select Equity Group
2
Select Equity Group
New York
$19.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$31.8M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$16.2M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$69.9M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$246M
2
Millennium Management
2
Millennium Management
New York
$5.31M
3
EIP
3
Epoch Investment Partners
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$93.1M
5
CCM
5
Copeland Capital Management
Pennsylvania
$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
151
Panagora Asset Management
Massachusetts
$308K -$6.95K -48 -2%
NA
152
Navellier & Associates
Nevada
$307K -$9.83K -68 -3%
SOADOR
153
State of Alaska Department of Revenue
Alaska
$306K – – –
MA
154
Montag & Associates
Georgia
$305K – – –
HPC
155
HM Payson & Co
Maine
$297K +$297K +2,050 New
QSS
156
Quantitative Systematic Strategies
Florida
$290K +$290K +2,002 New
FIM
157
Freedom Investment Management
Connecticut
$278K -$20.7K -143 -7%
AG
158
Advisor Group
Arizona
$274K -$14.9K -103 -5%
SLG
159
Stanley-Laman Group
Pennsylvania
$271K +$271K +1,872 New
SAMC
160
Spectrum Asset Management (California)
California
$260K – – –
BIM
161
Bridges Investment Management
Nebraska
$257K +$257K +1,780 New
MML Investors Services
162
MML Investors Services
Massachusetts
$255K +$6.67K +46 +3%
Creative Planning
163
Creative Planning
Kansas
$253K – – –
SAM
164
Symphony Asset Management
California
$247K -$3.91K -27 -2%
COI
165
Connable Office Inc
Michigan
$243K – – –
Comerica Bank
166
Comerica Bank
Texas
$240K -$13K -84 -5%
CSS
167
Cubist Systematic Strategies
Connecticut
$240K +$240K +1,661 New
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K +$237K +1,639 New
Prudential Financial
169
Prudential Financial
New Jersey
$236K -$23.2K -160 -9%
ERIM
170
Eagle Ridge Investment Management
Connecticut
$231K -$57.6K -399 -20%
OAM
171
Oppenheimer Asset Management
New York
$222K -$1.16K -8 -0.5%
Cambridge Investment Research Advisors
172
Cambridge Investment Research Advisors
Iowa
$222K +$222K +1,535 New
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$217K +$217K +1,500 New
CAM
174
Cresset Asset Management
Illinois
$215K +$123K +848 +133%
CIBC Private Wealth Group
175
CIBC Private Wealth Group
Georgia
$215K +$215K +1,488 New
5 6
7
8 9