MORN icon

Morningstar
MORN

Overview Fund Activity

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K

Top Buyers

1
Invesco
1
Invesco
Georgia
$56.1M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$267M
3
Artisan Partners
3
Artisan Partners
Wisconsin
$29.8M
4
Victory Capital Management
4
Victory Capital Management
Texas
$11.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$10.7M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$234M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$92K
3
Charles Schwab
3
Charles Schwab
California
$17.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$0
5
Bank of America
5
Bank of America
North Carolina
$26.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
151
Equitable Trust
Tennessee
$329K – – –
CAC
152
Cowen and Company
New York
$329K +$329K +2,250 New
AG
153
Advisor Group
Arizona
$328K +$51.5K +352 +19%
FIM
154
Freedom Investment Management
Connecticut
$323K +$42.7K +292 +15%
PAM
155
Panagora Asset Management
Massachusetts
$311K – – –
MA
156
Montag & Associates
Georgia
$308K – – –
HPC
157
HM Payson & Co
Maine
$300K – – –
HIM
158
Hanlon Investment Management
New Jersey
$292K -$292K -2,000 -50%
NA
159
Navellier & Associates
Nevada
$288K -$22.4K -153 -7%
HKAM
160
Horizon Kinetics Asset Management
New York
$287K -$35.1K -240 -11%
MML Investors Services
161
MML Investors Services
Massachusetts
$280K +$22.8K +156 +9%
DTL
162
Dynamic Technology Lab
Singapore
$280K +$280K +1,917 New
GH
163
GAM Holding
Switzerland
$267K +$267K +1,826 New
SAMC
164
Spectrum Asset Management (California)
California
$263K – – –
Creative Planning
165
Creative Planning
Kansas
$262K +$6.58K +45 +3%
BIM
166
Bridges Investment Management
Nebraska
$260K – – –
COI
167
Connable Office Inc
Michigan
$246K – – –
Prudential Financial
168
Prudential Financial
New Jersey
$238K +$292 +2 +0.1%
CAM
169
Cresset Asset Management
Illinois
$236K +$18.7K +128 +9%
ERIM
170
Eagle Ridge Investment Management
Connecticut
$234K – – –
SAM
171
Symphony Asset Management
California
$232K -$16.6K -114 -7%
EGM
172
Engineers Gate Manager
New York
$229K +$229K +1,570 New
FDCDDQ
173
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226K -$13.3K -91 -6%
EMG
174
ETF Managers Group
New Jersey
$221K +$2.49K +17 +1%
QT
175
Quantamental Technologies
New York
$221K +$28.2K +193 +15%
5 6
7
8 9