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Morningstar
MORN

Overview Fund Activity

170 hedge funds and large institutions have $1.22B invested in Morningstar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 61 increasing their positions, 54 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
4.26%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
61
Reduced
54
Closed
22
Calls
$1.02M
Puts
$213K
Net Calls
+$809K
Net Calls Change
+$984K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$94.1M
2
BTW
2
Boston Trust Walden
Massachusetts
$14.6M
3
JIC
3
Johnson Investment Counsel
Ohio
$10.6M
4
CCM
4
Copeland Capital Management
Pennsylvania
$9.87M
5
CIP
5
Champlain Investment Partners
Vermont
$6.97M

Top Sellers

1
ACM
1
Ashe Capital Management
New Jersey
$0
2
RA
2
Royce & Associates
New York
$57.4M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$818K
4
Northern Trust
4
Northern Trust
Illinois
$15.5M
5
HCM
5
Highbridge Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
176
Avalon Investment & Advisory
Texas
– -$1.11M -14,025 Closed
Acadian Asset Management
177
Acadian Asset Management
Massachusetts
– -$912K -11,496 Closed
Allianz Asset Management
178
Allianz Asset Management
Germany
– -$737K -9,292 Closed
Two Sigma Advisers
179
Two Sigma Advisers
New York
– -$707K -8,924 Closed
OSAM
180
O'Shaughnessy Asset Management
Connecticut
– -$555K -7,000 Closed
DTL
181
Dynamic Technology Lab
Singapore
– -$503K -6,349 Closed
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
– -$470K -5,928 Closed
OAC
183
OMERS Administration Corp
Ontario, Canada
– -$333K -4,200 Closed
Wellington Management Group
184
Wellington Management Group
Massachusetts
– -$276K -3,488 Closed
KPF
185
K2 Principal Fund
Ontario, Canada
– -$224K -2,824 Closed
CIM
186
Contravisory Investment Management
Massachusetts
– -$122K -1,538 Closed
PG
187
PEAK6 Group
Illinois
– -$33K -412 Closed
PI
188
PineBridge Investments
New York
– -$32K -400 Closed
TRCT
189
Tower Research Capital (TRC)
New York
– -$20K -255 Closed
AIM
190
Acrospire Investment Management
Illinois
– -$15K -185 Closed
WIC
191
Woodmont Investment Counsel
Tennessee
– -$15K -184 Closed
PCP
192
Proficio Capital Partners
Massachusetts
– -$4K -46 Closed
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