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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.

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

Top Sellers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$38.6M
2
Wells Fargo
2
Wells Fargo
California
$37.9M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$42.6M
4
Victory Capital Management
4
Victory Capital Management
Texas
$84K
5
Bank of America
5
Bank of America
North Carolina
$26.8M
Name Market Value Shares Shares
Change 		Shares
Change %
ACM
1
Atlanta Capital Management
Georgia
$238M 1,891,233 -17,088 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$220M 1,745,915 -6,605 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$211M 1,674,726 +7,479 +0.4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$196M 1,554,353 +325,848 +27%
BAMCO Inc
5
BAMCO Inc
New York
$184M 1,457,280 -41 -0%
BlackRock
6
BlackRock
New York
$103M 816,394 +6,854 +0.8%
Renaissance Technologies
7
Renaissance Technologies
New York
$87.7M 696,270 +4,700 +0.7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$84.4M 669,927 +33,458 +5%
RA
9
Royce & Associates
New York
$68.1M 540,320 -15,224 -3%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$48.8M 387,300 +98,900 +34%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$42.6M 338,209 -48,430 -13%
New York State Common Retirement Fund
12
New York State Common Retirement Fund
New York
$38.6M 306,675 -81,602 -21%
Wells Fargo
13
Wells Fargo
California
$37.9M 300,547 -77,820 -21%
EAM
14
Eagle Asset Management
Florida
$37.6M 298,271 +26,470 +10%
CIP
15
Champlain Investment Partners
Vermont
$36.5M 289,765 +10,560 +4%
Norges Bank
16
Norges Bank
Norway
$36.3M 287,802 – –
Geode Capital Management
17
Geode Capital Management
Massachusetts
$35.4M 281,310 -2,423 -0.9%
State Street
18
State Street
Massachusetts
$34.1M 270,585 -17,236 -6%
CTA
19
Carillon Tower Advisers
Florida
$30.2M 239,609 +22,858 +11%
ACM
20
American Capital Management
New York
$26.8M 212,805 +1,115 +0.5%
Bank of America
21
Bank of America
North Carolina
$26.8M 212,615 -35,012 -14%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$26.2M 208,192 -3,282 -2%
Northern Trust
23
Northern Trust
Illinois
$23.4M 185,879 +20,330 +12%
CCM
24
Copeland Capital Management
Pennsylvania
$23.3M 185,266 +11,104 +6%
Charles Schwab
25
Charles Schwab
California
$21.2M 168,314 +33,778 +25%
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