MORN icon

Morningstar

233 hedge funds and large institutions have $2.76B invested in Morningstar in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
233
Holders Change
-2
Holders Change %
-0.85%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
35
Increased
71
Reduced
89
Closed
32
Calls
$2.57M
Puts
$723K
Net Calls
+$1.85M
Net Calls Change
-$718K
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
176
Hollencrest Capital Management
California
$214K +$214K +1,483 New
EMG
177
ETF Managers Group
New Jersey
$214K +$214K +1,495 New
OSAM
178
O'Shaughnessy Asset Management
Connecticut
$212K -$251K -1,735 -54%
PIA
179
Piedmont Investment Advisors
North Carolina
$205K +$205K +1,415 New
MLICM
180
Metropolitan Life Insurance Company (MetLife)
New York
$194K -$4.48K -31 -2%
QT
181
Quantamental Technologies
New York
$191K +$191K +1,320 New
MC
182
Machina Capital
France
$189K +$189K +1,310 New
PNC Financial Services Group
183
PNC Financial Services Group
Pennsylvania
$180K -$232K -1,608 -56%
Zurich Cantonal Bank
184
Zurich Cantonal Bank
Switzerland
$162K
HNB
185
Huntington National Bank
Ohio
$154K +$18.2K +126 +13%
First Manhattan
186
First Manhattan
New York
$137K
SG Americas Securities
187
SG Americas Securities
New York
$133K -$327K -2,264 -71%
FHA
188
Flagship Harbor Advisors
Massachusetts
$117K +$144 +1 +0.1%
NA
189
Neuburgh Advisers
California
$94K -$9.9K -68 -10%
TRCT
190
Tower Research Capital (TRC)
New York
$83K +$83K +575 New
FCM
191
Flinton Capital Management
Pennsylvania
$77K -$8.11K -56 -10%
CCM
192
Covington Capital Management
California
$77K -$5.76K -40 -7%
AIG
193
American International Group
New York
$69K +$8.05K +56 +13%
OIA
194
OneDigital Investment Advisors
Kansas
$65K +$65K +450 New
TAM
195
Tyers Asset Management
Texas
$61K -$6.42K -44 -10%
PHK
196
Point72 Hong Kong
Hong Kong
$60K +$60K +417 New
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$58K -$20.9K -144 -26%
ST
198
Smithfield Trust
Pennsylvania
$57K +$57K +393 New
GHCM
199
Glen Harbor Capital Management
California
$44K -$4.63K -32 -10%
TSW
200
Thompson Siegel & Walmsley
Virginia
$43K