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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ensign Peak Advisors
151
Ensign Peak Advisors
Utah
$339K +$339K +2,239 New
QCM
152
Quantinno Capital Management
New York
$323K -$186K -1,231 -37%
PAM
153
Panagora Asset Management
Massachusetts
$322K – – –
MA
154
Montag & Associates
Georgia
$319K – – –
GT
155
Glenmede Trust
Pennsylvania
$315K -$23.9K -158 -7%
FIM
156
Freedom Investment Management
Connecticut
$311K -$23.8K -157 -7%
HPC
157
HM Payson & Co
Maine
$310K – – –
EMG
158
ETF Managers Group
New Jersey
$304K +$76.2K +506 +33%
HIM
159
Hanlon Investment Management
New Jersey
$303K – – –
Point72 Asset Management
160
Point72 Asset Management
Connecticut
$303K +$242K +1,600 +400%
HKAM
161
Horizon Kinetics Asset Management
New York
$286K -$11.2K -74 -4%
Tudor Investment Corp
162
Tudor Investment Corp
Connecticut
$273K +$273K +1,805 New
SAMC
163
Spectrum Asset Management (California)
California
$272K – – –
Qube Research & Technologies (QRT)
164
Qube Research & Technologies (QRT)
United Kingdom
$270K +$270K +1,787 New
NA
165
Navellier & Associates
Nevada
$269K -$29.5K -195 -10%
NA
166
NewEdge Advisors
Louisiana
$269K +$269K +1,779 New
Creative Planning
167
Creative Planning
Kansas
$268K -$2.72K -18 -1%
MML Investors Services
168
MML Investors Services
Massachusetts
$265K -$24.6K -163 -9%
Voloridge Investment Management
169
Voloridge Investment Management
Florida
$264K -$166K -1,099 -39%
Prudential Financial
170
Prudential Financial
New Jersey
$260K +$13.9K +92 +6%
COI
171
Connable Office Inc
Michigan
$254K – – –
OC
172
Oppenheimer & Co
New York
$254K +$254K +1,681 New
MWNA
173
Marshall Wace North America
New York
$246K +$246K +1,624 New
Comerica Bank
174
Comerica Bank
Texas
$239K +$14.2K +89 +6%
ERIM
175
Eagle Ridge Investment Management
Connecticut
$236K -$6.05K -40 -3%
5 6
7
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