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Morningstar
MORN

Overview Fund Activity

176 hedge funds and large institutions have $1.58B invested in Morningstar in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
4.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
68
Reduced
56
Closed
20
Calls
$3.99M
Puts
$4.91M
Net Calls
-$927K
Net Calls Change
-$2.68M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$92.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$7.67M
3
CIP
3
Champlain Investment Partners
Vermont
$40.3M
4
Wells Fargo
4
Wells Fargo
California
$19.4M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.7M

Top Sellers

1
JIC
1
Johnson Investment Counsel
Ohio
$2.48M
2
William Blair & Company
2
William Blair & Company
Illinois
$7.8M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$8.14M
4
CGI
4
CI Global Investments
California
$0
5
Millennium Management
5
Millennium Management
New York
$12.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGI
176
CI Global Investments
California
– -$4.85M -50,000 Closed
MC
177
Menta Capital
California
– -$585K -6,031 Closed
Acadian Asset Management
178
Acadian Asset Management
Massachusetts
– -$577K -5,945 Closed
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
– -$558K -5,760 Closed
AA
180
ALPS Advisors
Colorado
– -$556K -5,737 Closed
PG
181
PEAK6 Group
Illinois
– -$540K -5,568 Closed
CCA
182
Catalyst Capital Advisors
New York
– -$354K -3,650 Closed
JG
183
Jefferies Group
New York
– -$270K -2,782 Closed
SI
184
Sentry Investments
Ontario, Canada
– -$268K -2,767 Closed
TSS
185
Two Sigma Securities
New York
– -$253K -2,611 Closed
TRCT
186
Tower Research Capital (TRC)
New York
– -$69K -707 Closed
BBHC
187
Brown Brothers Harriman & Co
New York
– -$23K -238 Closed
DCM
188
Delpha Capital Management
New York
– -$22K -225 Closed
LC
189
Landaas & Company
Wisconsin
– -$19K -200 Closed
STA
190
Summit Trail Advisors
New York
– -$15K -153 Closed
SPI
191
Santori & Peters Inc
Pennsylvania
– -$7K -82 Closed
EWM
192
Evercore Wealth Management
New York
– -$7K -76 Closed
RFC
193
Regions Financial Corp
Alabama
– -$2K -21 Closed
MAM
194
Meeder Asset Management
Ohio
– -$1K -13 Closed
WA
195
Winfield Associates
Ohio
– -$1K -5 Closed
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