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Morningstar
MORN

Overview Fund Activity

235 hedge funds and large institutions have $2.33B invested in Morningstar in 2019 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
+14
Holders Change %
+6.33%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
44
Increased
79
Reduced
79
Closed
26
Calls
$8.48M
Puts
$5.91M
Net Calls
+$2.57M
Net Calls Change
+$12.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$196M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$48.8M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$5.96M
4
WI
WBI Investments
New Jersey
$4.77M
5
Marshall Wace
Marshall Wace
United Kingdom
$5.74M

Top Sellers

1
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
Victory Capital Management
Texas
$84K
5
Bank of America
Bank of America
North Carolina
$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fuller & Thaler Asset Management
201
Fuller & Thaler Asset Management
California
$25K – – –
Rockefeller Capital Management
202
Rockefeller Capital Management
New York
$25K +$25K +201 New
MAM
203
Meeder Asset Management
Ohio
$23K -$52K -414 -69%
PA
204
Parallel Advisors
California
$19K – – –
Simplex Trading
205
Simplex Trading
Illinois
$18K +$18K +144 New
AIM
206
Assured Investment Management
New York
$15K -$331K -2,669 -96%
PCP
207
Proficio Capital Partners
Massachusetts
$13K – – –
SWP
208
Strategic Wealth Partners
Ohio
$13K +$13K +100 New
RFC
209
Regions Financial Corp
Alabama
$12K – – –
FHA
210
First Horizon Advisors
Tennessee
$11K – – –
CAPTRUST Financial Advisors
211
CAPTRUST Financial Advisors
North Carolina
$10K -$3.59K -28 -26%
PCM
212
Prelude Capital Management
New York
$9K -$6.75K -54 -43%
ADL
213
Asset Dedication LLC
California
$9K – – –
CHC
214
City Holding Co
West Virginia
$8K – – –
DSC
215
Duncker Streett & Co
Missouri
$8K – – –
IA
216
IFP Advisors
Florida
$7K -$7.65K -59 -52%
MA
217
MUFG Americas
New York
$7K +$7K +56 New
SMFS
218
Squar Milner Financial Services
California
$7K +$7K +62 New
LWCFA
219
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5K +36 New
SWM
221
SeaCrest Wealth Management
New York
$4K – – –
QCG
222
Quadrant Capital Group
Ohio
$4K – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +14 New
MIM
224
MetLife Investment Management
New Jersey
$3.15K – – –
HAM
225
Highstreet Asset Management
Ontario, Canada
$3K – – –
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9
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