MORN icon

Morningstar
MORN

Overview Fund Activity

228 hedge funds and large institutions have $2.21B invested in Morningstar in 2018 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 76 increasing their positions, 76 reducing their positions, and 11 closing their positions.

Holders
228
Holders Change
+31
Holders Change %
+15.74%
% of All Funds
5.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
42
Increased
76
Reduced
76
Closed
11
Calls
$6.47M
Puts
$4.96M
Net Calls
+$1.51M
Net Calls Change
-$2.64M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$221M
2
EAM
2
Eagle Asset Management
Florida
$34.4M
3
CTA
3
Carillon Tower Advisers
Florida
$27.3M
4
New York State Common Retirement Fund
4
New York State Common Retirement Fund
New York
$60.9M
5
Wells Fargo
5
Wells Fargo
California
$42.5M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$285M
2
EIP
2
Epoch Investment Partners
New York
$7.26M
3
CIP
3
Champlain Investment Partners
Vermont
$35.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$13.1M
5
Northern Trust
5
Northern Trust
Illinois
$20.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
201
Proficio Capital Partners
Massachusetts
$13K – – –
CAPTRUST Financial Advisors
202
CAPTRUST Financial Advisors
North Carolina
$12K -$10.9K -87 -48%
RFC
203
Regions Financial Corp
Alabama
$12K – – –
WSTAM
204
Wilbanks Smith & Thomas Asset Management
Virginia
$12K +$12K +97 New
TPWA
205
TRUE Private Wealth Advisors
Oregon
$10.7K +$10.7K +85 New
FHA
206
First Horizon Advisors
Tennessee
$10K – – –
ADL
207
Asset Dedication LLC
California
$9K – – –
PHK
208
Point72 Hong Kong
Hong Kong
$9K +$9K +69 New
PCM
209
Prelude Capital Management
New York
$9K +$9K +72 New
SMFS
210
Squar Milner Financial Services
California
$8K – – –
CHC
211
City Holding Co
West Virginia
$8K – – –
DSC
212
Duncker Streett & Co
Missouri
$8K – – –
AS
213
Altshuler Shaham
Israel
$6K -$32.2K -263 -84%
LWCFA
214
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
FGAM
215
Financial Gravity Asset Management
Texas
$6K +$906 +8 +18%
BBHC
216
Brown Brothers Harriman & Co
New York
$5K +$5K +43 New
QCG
217
Quadrant Capital Group
Ohio
$4K – – –
SWM
218
SeaCrest Wealth Management
New York
$4K – – –
GRP
219
Global Retirement Partners
California
$4K – – –
CFD
220
Creative Financial Designs
Indiana
$4K – – –
MIM
221
MetLife Investment Management
New Jersey
$3.15K +$3.15K +25 New
HAM
222
Highstreet Asset Management
Ontario, Canada
$3K +$3K +23 New
Acadian Asset Management
223
Acadian Asset Management
Massachusetts
$3K +$3K +25 New
NFG
224
Next Financial Group
Texas
$3K +$3K +27 New
CAG
225
Csenge Advisory Group
Florida
$2K +$2K +20 New
6 7 8
9
10