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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$42.6M
3
PPA
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
Boston Trust Walden
Massachusetts
$14.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
176
Meeder Asset Management
Ohio
$66K -$729K -6,598 -92%
CCM
177
Covington Capital Management
California
$63K – – –
MWNA
178
Marshall Wace North America
New York
$58K +$58K +530 New
AIG
179
American International Group
New York
$48K – – –
PI
180
PineBridge Investments
New York
$47K +$32.9K +300 +234%
CAM
181
Cresset Asset Management
Illinois
$43K +$43K +387 New
NSIM
182
North Star Investment Management
Illinois
$36K – – –
PCM
183
Penserra Capital Management
California
$33K -$1.74K -16 -5%
TSW
184
Thompson Siegel & Walmsley
Virginia
$33K – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$31K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$29K -$102K -932 -78%
S
187
SignatureFD
Georgia
$29K – – –
CFGS
188
Concourse Financial Group Securities
Alabama
$28K -$3.95K -36 -12%
LNB
189
Ledyard National Bank
$27K – – –
OFW
190
Omnia Family Wealth
Florida
$25K – – –
FAM
191
Fred Alger Management
New York
$23K – – –
VCM
192
Versant Capital Management
Arizona
$22K – – –
Fuller & Thaler Asset Management
193
Fuller & Thaler Asset Management
California
$21K – – –
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$20K – – –
PA
195
Parallel Advisors
California
$16K -$25.8K -247 -62%
PCM
196
Prelude Capital Management
New York
$14K +$6K +54 +75%
IA
197
IFP Advisors
Florida
$12K -$8.81K -83 -42%
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$12K +$1.13K +10 +10%
PCP
199
Proficio Capital Partners
Massachusetts
$11K – – –
RFC
200
Regions Financial Corp
Alabama
$10K – – –
6 7
8
9 10