MORN icon

Morningstar
MORN

Overview Fund Activity

197 hedge funds and large institutions have $2.17B invested in Morningstar in 2018 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 9 closing their positions.

Holders
197
Holders Change
+21
Holders Change %
+11.93%
% of All Funds
4.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
31
Increased
61
Reduced
75
Closed
9
Calls
$7.96M
Puts
$3.81M
Net Calls
+$4.16M
Net Calls Change
+$5.08M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$95.9M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$166M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$205M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$29.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$35.3M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$364M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$83.1M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$21.4M
4
CIP
4
Champlain Investment Partners
Vermont
$44.3M
5
Millennium Management
5
Millennium Management
New York
$9.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$18K -$18.4K -147 -51%
IA
177
IFP Advisors
Florida
$13K -$4.21K -34 -24%
PCP
178
Proficio Capital Partners
Massachusetts
$13K – – –
RFC
179
Regions Financial Corp
Alabama
$12K +$12K +94 New
AS
180
Altshuler Shaham
Israel
$11K – – –
ADL
181
Asset Dedication LLC
California
$10K +$10K +75 New
FHA
182
First Horizon Advisors
Tennessee
$10K +$10K +83 New
SMFS
183
Squar Milner Financial Services
California
$9K +$9K +67 New
DSC
184
Duncker Streett & Co
Missouri
$8K – – –
CHC
185
City Holding Co
West Virginia
$8K – – –
LWCFA
186
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K -$4.3K -33 -42%
FGAM
187
Financial Gravity Asset Management
Texas
$6K -$1.6K -12 -21%
QCG
188
Quadrant Capital Group
Ohio
$5K – – –
SWM
189
SeaCrest Wealth Management
New York
$4K – – –
GRP
190
Global Retirement Partners
California
$4K – – –
CFD
191
Creative Financial Designs
Indiana
$4K – – –
Simplex Trading
192
Simplex Trading
Illinois
$3K -$89.5K -865 -97%
TRCT
193
Tower Research Capital (TRC)
New York
$2K +$2K +15 New
RCAG
194
Rehmann Capital Advisory Group
Michigan
$1.15K – – –
QI
195
QS Investors
New York
$1K – – –
CF
196
Centaurus Financial
California
$1K +$1K +8 New
Citadel Advisors
197
Citadel Advisors
Florida
– -$2.26M -23,698 Closed
CI
198
Cigna Investments
Connecticut
– -$1.56M -16,343 Closed
FQ
199
First Quadrant
California
– -$1.54M -16,141 Closed
FA
200
FDx Advisors
Illinois
– -$789K -8,261 Closed
5 6 7
8
9