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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 %
HighTower Advisors
201
HighTower Advisors
Illinois
– -$392K -4,123 Closed
Holocene Advisors
202
Holocene Advisors
New York
– -$251K -2,628 Closed
Tudor Investment Corp
203
Tudor Investment Corp
Connecticut
– -$227K -2,376 Closed
EMG
204
ETF Managers Group
New Jersey
– -$85K -896 Closed
QT
205
Quantbot Technologies
New York
– -$66K -700 Closed
5 6 7 8
9