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Morningstar
MORN

Overview Fund Activity

221 hedge funds and large institutions have $1.98B invested in Morningstar in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 84 reducing their positions, and 30 closing their positions.

Holders
221
Holders Change
-7
Holders Change %
-3.07%
% of All Funds
4.93%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
75
Reduced
84
Closed
30
Calls
$2.18M
Puts
$12.3M
Net Calls
-$10.1M
Net Calls Change
-$11.6M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$135M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$31.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$69.9M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$76M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$210M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$42.6M
3
PPA
3
Parametric Portfolio Associates
Washington
$18.5M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$23.2M
5
BTW
5
Boston Trust Walden
Massachusetts
$14.9M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Atlanta Capital Management
Georgia
$210M 1,908,321 -353,551 -16%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$192M 1,752,520 +294 +0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$183M 1,667,247 +30,358 +2%
BAMCO Inc
4
BAMCO Inc
New York
$160M 1,457,321 -285 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$135M 1,228,505 +447,111 +57%
BlackRock
6
BlackRock
New York
$88.9M 809,540 +15,027 +2%
Renaissance Technologies
7
Renaissance Technologies
New York
$76M 691,570 +47,800 +7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$69.9M 636,469 +49,074 +8%
RA
9
Royce & Associates
New York
$61M 555,544 -380 -0.1%
New York State Common Retirement Fund
10
New York State Common Retirement Fund
New York
$42.6M 388,277 -95,605 -20%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$42.5M 386,639 -8,994 -2%
Wells Fargo
12
Wells Fargo
California
$41.6M 378,367 +40,568 +12%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$31.7M 288,400 +288,400 New
State Street
14
State Street
Massachusetts
$31.6M 287,821 -6,334 -2%
Norges Bank
15
Norges Bank
Norway
$31.6M 287,802 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$31.2M 283,733 -16,280 -5%
CIP
17
Champlain Investment Partners
Vermont
$30.7M 279,205 -1,435 -0.5%
EAM
18
Eagle Asset Management
Florida
$29.9M 271,801 -1,431 -0.5%
Bank of America
19
Bank of America
North Carolina
$27.2M 247,627 -14,208 -5%
CTA
20
Carillon Tower Advisers
Florida
$23.8M 216,751 – –
ACM
21
American Capital Management
New York
$23.3M 211,690 -3,160 -1%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$23.2M 211,474 -36,703 -15%
CCM
23
Copeland Capital Management
Pennsylvania
$19.1M 174,162 +28,916 +20%
PPA
24
Parametric Portfolio Associates
Washington
$18.5M 168,665 -42,959 -20%
Northern Trust
25
Northern Trust
Illinois
$18.2M 165,549 +45 +0%
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