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Morningstar
MORN

Overview Fund Activity

180 hedge funds and large institutions have $1.61B invested in Morningstar in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
180
Holders Change
+28
Holders Change %
+18.42%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
38
Increased
56
Reduced
49
Closed
10
Calls
$1.78M
Puts
$19K
Net Calls
+$1.76M
Net Calls Change
-$455K

Top Buyers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$85.5M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$11M
3
Millennium Management
3
Millennium Management
New York
$16.2M
4
Norges Bank
4
Norges Bank
Norway
$27.9M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$20.3M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$31.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$85.9M
3
CGI
3
CI Global Investments
California
$4.85M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$2.76M
5
ACM
5
Atlanta Capital Management
Georgia
$303M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Atlanta Capital Management
Georgia
$303M 3,128,600 -47,956 -2%
BAMCO Inc
2
BAMCO Inc
New York
$146M 1,504,371 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$138M 1,426,766 +26,812 +2%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$85.9M 885,853 -125,909 -12%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$85.5M 881,216 +168,283 +24%
BlackRock
6
BlackRock
New York
$74.1M 764,427 -4,724 -0.6%
RA
7
Royce & Associates
New York
$58.4M 602,453 -27,397 -4%
Renaissance Technologies
8
Renaissance Technologies
New York
$54.1M 557,900 -10,900 -2%
CIP
9
Champlain Investment Partners
Vermont
$37.2M 383,630 +5,675 +2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36M 371,002 +18,867 +5%
EIP
11
Epoch Investment Partners
New York
$32.3M 332,812 -28,133 -8%
Bank of America
12
Bank of America
North Carolina
$31.4M 323,921 -162,221 -33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$31.1M 320,790 -13,443 -4%
State Street
14
State Street
Massachusetts
$28.9M 298,173 +6,737 +2%
Norges Bank
15
Norges Bank
Norway
$27.9M 287,802 +57,891 +25%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.8M 255,809 +1,635 +0.6%
BTW
17
Boston Trust Walden
Massachusetts
$22.9M 236,040 -1,839 -0.8%
Northern Trust
18
Northern Trust
Illinois
$21.1M 217,086 +338 +0.2%
PPA
19
Parametric Portfolio Associates
Washington
$20.5M 211,712 +2,543 +1%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$20.3M 209,347 +33,318 +19%
William Blair & Company
21
William Blair & Company
Illinois
$20.3M 209,173 -11,851 -5%
ACM
22
American Capital Management
New York
$20.2M 208,560 +4,655 +2%
JIC
23
Johnson Investment Counsel
Ohio
$16.4M 168,672 -2,951 -2%
Millennium Management
24
Millennium Management
New York
$16.2M 167,453 +76,091 +83%
Wells Fargo
25
Wells Fargo
California
$16M 164,740 +5,117 +3%
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