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This page summarizes the MORE holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2017 period, comparing share count change from 3/31/2017 to 6/30/2017.
Share count is compared over these two periods to provide an indication of whether MORE is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 3/31/2017
Share Count | 6/30/2017
Share Count | Change | % Change |
|---|
| 13F Filers Increasing MORE Share Count |
|---|
| WealthPLAN Partners LLC |
1,556 |
57,391 |
+55,835 |
+3588.37% |
| Barclays PLC |
20,549 |
533,609 |
+513,060 |
+2496.76% |
| Two Sigma Advisers LP |
19,300 |
153,700 |
+134,400 |
+696.37% |
| Bank of Montreal Can |
4,514 |
18,032 |
+13,518 |
+299.47% |
| Ameriprise Financial Inc. |
141,243 |
465,217 |
+323,974 |
+229.37% |
| Jacobs Levy Equity Management Inc. |
62,900 |
202,211 |
+139,311 |
+221.48% |
| QS Investors LLC |
14,931 |
42,700 |
+27,769 |
+185.98% |
| Weiss Multi Strategy Advisers LLC |
228,314 |
628,680 |
+400,366 |
+175.36% |
| Sei Investments Co. |
15,252 |
36,905 |
+21,653 |
+141.97% |
| Citadel Advisors LLC |
83,273 |
189,381 |
+106,108 |
+127.42% |
| Nationwide Fund Advisors |
103,766 |
229,921 |
+126,155 |
+121.58% |
| Wells Fargo & Company MN |
181,319 |
386,874 |
+205,555 |
+113.37% |
| Schonfeld Strategic Advisors LLC |
67,548 |
125,405 |
+57,857 |
+85.65% |
| Citigroup Inc. |
41,116 |
72,727 |
+31,611 |
+76.88% |
| Two Sigma Securities LLC |
20,348 |
35,453 |
+15,105 |
+74.23% |
| UBS Group AG |
19,395 |
32,949 |
+13,554 |
+69.88% |
| Russell Investments Group Ltd. |
348,575 |
578,865 |
+230,290 |
+66.07% |
| D. E. Shaw & Co. Inc. |
17,529 |
27,322 |
+9,793 |
+55.87% |
| Morgan Stanley |
1,201,399 |
1,851,886 |
+650,487 |
+54.14% |
| Nuveen Asset Management LLC |
2,773,544 |
4,226,643 |
+1,453,099 |
+52.39% |
| SG Americas Securities LLC |
14,055 |
21,031 |
+6,976 |
+49.63% |
| Deutsche Bank AG |
160,776 |
232,639 |
+71,863 |
+44.70% |
|
319,112 |
448,718 |
+129,606 |
+40.61% |
| Renaissance Technologies LLC |
1,403,700 |
1,901,200 |
+497,500 |
+35.44% |
|
7,097 |
9,257 |
+2,160 |
+30.44% |
| Bridgeway Capital Management Inc. |
255,200 |
328,800 |
+73,600 |
+28.84% |
| Voya Investment Management LLC |
60,779 |
76,654 |
+15,875 |
+26.12% |
| BNP Paribas Arbitrage SA |
65,377 |
81,602 |
+16,225 |
+24.82% |
| Royal Bank of Canada |
29,669 |
36,600 |
+6,931 |
+23.36% |
| Price T Rowe Associates Inc. MD |
2,095,794 |
2,576,505 |
+480,711 |
+22.94% |
| AQR Capital Management LLC |
104,949 |
124,551 |
+19,602 |
+18.68% |
| Dimensional Fund Advisors LP |
1,742,407 |
2,023,335 |
+280,928 |
+16.12% |
| Daiwa Securities Group Inc. |
12,700 |
14,600 |
+1,900 |
+14.96% |
| Charles Schwab Investment Management Inc. |
1,647,896 |
1,874,364 |
+226,468 |
+13.74% |
| Zurcher Kantonalbank Zurich Cantonalbank |
10,694 |
12,152 |
+1,458 |
+13.63% |
| Invesco Ltd. |
197,338 |
224,219 |
+26,881 |
+13.62% |
| Marshall Wace North America L.P. |
186,224 |
211,538 |
+25,314 |
+13.59% |
| Private Advisor Group LLC |
67,778 |
76,773 |
+8,995 |
+13.27% |
| Macquarie Group Ltd. |
47,200 |
53,000 |
+5,800 |
+12.29% |
| IndexIQ Advisors LLC |
179,788 |
200,760 |
+20,972 |
+11.66% |
|
1,386,306 |
1,537,437 |
+151,131 |
+10.90% |
| New York State Common Retirement Fund |
163,901 |
178,400 |
+14,499 |
+8.85% |
| GAM Holding AG |
14,000 |
15,100 |
+1,100 |
+7.86% |
| Nomura Asset Management Co. Ltd. |
105,200 |
112,000 |
+6,800 |
+6.46% |
| Northern Trust Corp |
4,357,877 |
4,572,511 |
+214,634 |
+4.93% |
| State Street Corp |
5,468,644 |
5,732,568 |
+263,924 |
+4.83% |
| Magnetar Financial LLC |
29,145 |
30,330 |
+1,185 |
+4.07% |
| FMR LLC |
11,335,094 |
11,686,057 |
+350,963 |
+3.10% |
| Legal & General Group Plc |
428,676 |
440,472 |
+11,796 |
+2.75% |
| Bank of New York Mellon Corp |
1,208,456 |
1,240,024 |
+31,568 |
+2.61% |
| Principal Financial Group Inc. |
20,296 |
20,789 |
+493 |
+2.43% |
| American International Group Inc. |
102,168 |
104,491 |
+2,323 |
+2.27% |
| Geode Capital Management LLC |
1,557,203 |
1,592,286 |
+35,083 |
+2.25% |
| IFP Advisors Inc |
84,568 |
86,095 |
+1,527 |
+1.81% |
| The Manufacturers Life Insurance Company |
144,681 |
147,301 |
+2,620 |
+1.81% |
|
2,869,892 |
2,903,578 |
+33,686 |
+1.17% |
| Amalgamated Bank |
21,177 |
21,371 |
+194 |
+0.92% |
| Vanguard Group Inc. |
25,609,838 |
25,766,871 |
+157,033 |
+0.61% |
| BlackRock Inc. |
14,641,807 |
14,720,654 |
+78,847 |
+0.54% |
| Prudential Financial Inc. |
3,043,279 |
3,058,961 |
+15,682 |
+0.52% |
| US Bancorp DE |
18,849 |
18,937 |
+88 |
+0.47% |
| Focused Wealth Management Inc |
7,030 |
7,045 |
+15 |
+0.21% |
| Great West Life Assurance Co. Can |
97,993 |
98,061 |
+68 |
+0.07% |
| 13F Filers Reporting New Positions In MORE |
|---|
| Simplex Trading LLC |
0 |
3,469 |
+3,469 |
+100% |
| NEXT Financial Group Inc |
0 |
0 |
UNCH |
100% |
| Forsta AP Fonden |
0 |
63,100 |
+63,100 |
+100% |
|
0 |
600,000 |
+600,000 |
+100% |
| RFG Advisory LLC |
0 |
10,943 |
+10,943 |
+100% |
| Lincoln National Corp |
0 |
10,275 |
+10,275 |
+100% |
| American Century Companies Inc. |
0 |
195,064 |
+195,064 |
+100% |
| NumerixS Investment Technologies Inc |
0 |
1,700 |
+1,700 |
+100% |
| New York State Teachers Retirement System |
0 |
14,800 |
+14,800 |
+100% |
| Oxford Asset Management LLP |
0 |
33,613 |
+33,613 |
+100% |
| AE Wealth Management LLC |
0 |
22,214 |
+22,214 |
+100% |
| First Allied Advisory Services Inc. |
0 |
20,426 |
+20,426 |
+100% |
| Wolverine Trading LLC |
0 |
11,571 |
+11,571 |
+100% |
| Institute for Wealth Management LLC. |
0 |
11,110 |
+11,110 |
+100% |
| Paloma Partners Management Co |
0 |
12,100 |
+12,100 |
+100% |
| Susquehanna International Group LLP |
0 |
58,367 |
+58,367 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Pensionfund DSM Netherlands |
34,625 |
34,625 |
UNCH |
0.00% |
| Pensionfund Sabic |
11,875 |
11,875 |
UNCH |
0.00% |
| Wealthcare Advisory Partners LLC |
17,314 |
17,314 |
UNCH |
0.00% |
| Winslow Evans & Crocker Inc. |
2,962 |
2,962 |
UNCH |
0.00% |
| CWM LLC |
18,504 |
18,504 |
UNCH |
0.00% |
| Beech Hill Advisors Inc. |
10,000 |
10,000 |
UNCH |
0.00% |
| Fisher Asset Management LLC |
69,650 |
69,650 |
UNCH |
0.00% |
| Baystate Wealth Management LLC |
1,203 |
1,203 |
UNCH |
0.00% |
| Advisory Services Network LLC |
10,676 |
10,676 |
UNCH |
0.00% |
| Ausdal Financial Partners Inc. |
11,908 |
11,908 |
UNCH |
0.00% |
| Ironwood Financial llc |
5,555 |
5,555 |
UNCH |
0.00% |
| Sumitomo Mitsui Trust Holdings Inc. |
161,838 |
161,838 |
UNCH |
0.00% |
| MCF Advisors LLC |
8,562 |
8,562 |
UNCH |
0.00% |
| New Mexico Educational Retirement Board |
23,700 |
23,700 |
UNCH |
0.00% |
| Swiss National Bank |
261,170 |
261,170 |
UNCH |
0.00% |
| McAdam LLC |
20,630 |
20,630 |
UNCH |
0.00% |
| Buckingham Strategic Wealth LLC |
20,000 |
20,000 |
UNCH |
0.00% |
| Ameritas Investment Partners Inc. |
14,551 |
14,551 |
UNCH |
0.00% |
| Harvest Fund Management Co. Ltd |
6,000 |
6,000 |
UNCH |
0.00% |
| Columbia Asset Management |
10,000 |
10,000 |
UNCH |
0.00% |
| Thrivent Financial for Lutherans |
58,339 |
58,339 |
UNCH |
0.00% |
| Teacher Retirement System of Texas |
12,686 |
12,686 |
UNCH |
0.00% |
| Meeder Asset Management Inc. |
1,734 |
1,734 |
UNCH |
0.00% |
| Voya Financial Advisors Inc. |
37,940 |
37,940 |
UNCH |
0.00% |
| FDx Advisors Inc. |
37,243 |
37,243 |
UNCH |
0.00% |
| Madison International Realty Holdings LLC |
16,655,932 |
16,655,932 |
UNCH |
0.00% |
| 13F Filers Decreasing MORE Share Count |
|---|
| Prelude Capital Management LLC |
126,647 |
14,755 |
-111,892 |
-88.35% |
|
838,725 |
105,150 |
-733,575 |
-87.46% |
| Tower Research Capital LLC TRC |
477 |
95 |
-382 |
-80.08% |
|
83,676 |
22,859 |
-60,817 |
-72.68% |
| Raymond James Financial Services Advisors Inc. |
40,215 |
18,680 |
-21,535 |
-53.55% |
|
560,234 |
275,351 |
-284,883 |
-50.85% |
| First Trust Advisors LP |
100,726 |
49,584 |
-51,142 |
-50.77% |
|
16,364 |
8,092 |
-8,272 |
-50.55% |
| Creative Planning |
7,041 |
4,339 |
-2,702 |
-38.38% |
| Quantbot Technologies LP |
18,432 |
11,361 |
-7,071 |
-38.36% |
| AMP Capital Investors Ltd |
45,591 |
28,300 |
-17,291 |
-37.93% |
| Balyasny Asset Management LLC |
957,818 |
685,568 |
-272,250 |
-28.42% |
| Gratia Capital LLC |
424,134 |
315,654 |
-108,480 |
-25.58% |
| Goldman Sachs Group Inc. |
698,678 |
525,357 |
-173,321 |
-24.81% |
| Credit Suisse AG |
609,470 |
458,714 |
-150,756 |
-24.74% |
| ProShare Advisors LLC |
19,396 |
14,882 |
-4,514 |
-23.27% |
| HBK Investments L P |
251,937 |
194,841 |
-57,096 |
-22.66% |
| United Capital Financial Advisers LLC |
45,397 |
35,637 |
-9,760 |
-21.50% |
| Capital Fund Management S.A. |
286,275 |
227,328 |
-58,947 |
-20.59% |
| Dynamic Technology Lab Private Ltd |
28,910 |
23,105 |
-5,805 |
-20.08% |
| Orinda Asset Management LLC |
25,000 |
20,000 |
-5,000 |
-20.00% |
| Bank of America Corp DE |
286,769 |
229,454 |
-57,315 |
-19.99% |
|
20,049 |
16,229 |
-3,820 |
-19.05% |
| MML Investors Services LLC |
39,804 |
32,491 |
-7,313 |
-18.37% |
| Stratos Wealth Partners LTD. |
24,873 |
20,873 |
-4,000 |
-16.08% |
|
38,619 |
32,495 |
-6,124 |
-15.86% |
| Credit Agricole S A |
116,748 |
98,961 |
-17,787 |
-15.24% |
| Tudor Investment Corp Et Al |
48,084 |
40,946 |
-7,138 |
-14.84% |
| Barber Financial Group Inc. |
161,957 |
137,988 |
-23,969 |
-14.80% |
| JPMorgan Chase & Co. |
668,224 |
574,242 |
-93,982 |
-14.06% |
| Strs Ohio |
305,824 |
265,335 |
-40,489 |
-13.24% |
| Cambridge Investment Research Advisors Inc. |
243,934 |
211,777 |
-32,157 |
-13.18% |
| A.R.T. Advisors LLC |
85,400 |
74,300 |
-11,100 |
-13.00% |
|
165,187 |
144,840 |
-20,347 |
-12.32% |
| Guggenheim Capital LLC |
776,435 |
685,380 |
-91,055 |
-11.73% |
| Honkamp Krueger Financial Services Inc. |
48,131 |
43,131 |
-5,000 |
-10.39% |
| California State Teachers Retirement System |
331,833 |
298,394 |
-33,439 |
-10.08% |
|
14,448 |
13,000 |
-1,448 |
-10.02% |
| First Heartland Consultants Inc. |
204,792 |
184,578 |
-20,214 |
-9.87% |
| Cetera Advisors LLC |
26,510 |
24,073 |
-2,437 |
-9.19% |
|
112,537 |
102,800 |
-9,737 |
-8.65% |
| Parametric Portfolio Associates LLC |
259,422 |
238,077 |
-21,345 |
-8.23% |
| Millennium Management LLC |
3,000,052 |
2,781,231 |
-218,821 |
-7.29% |
| LPL Financial LLC |
122,148 |
113,575 |
-8,573 |
-7.02% |
| Brinker Capital Investments LLC |
4,800 |
4,544 |
-256 |
-5.33% |
| State of Alaska Department of Revenue |
91,970 |
87,500 |
-4,470 |
-4.86% |
| Cetera Investment Advisers |
15,702 |
14,961 |
-741 |
-4.72% |
| Teachers INSURANCE&ANNUITY Association of America |
175,519 |
167,694 |
-7,825 |
-4.46% |
| Hsbc Holdings PLC |
22,586 |
21,672 |
-914 |
-4.05% |
| Mitsubishi UFJ Kokusai Asset Management Co. Ltd. |
25,813 |
24,823 |
-990 |
-3.84% |
| Asset Management One Co. Ltd. |
366,143 |
355,760 |
-10,383 |
-2.84% |
|
38,671 |
37,671 |
-1,000 |
-2.59% |
| California Public Employees Retirement System |
460,600 |
450,300 |
-10,300 |
-2.24% |
| Rhumbline Advisers |
247,197 |
242,102 |
-5,095 |
-2.06% |
| Utah Retirement Systems |
10,200 |
10,000 |
-200 |
-1.96% |
| Alliancebernstein L.P. |
330,770 |
326,264 |
-4,506 |
-1.36% |
| UBS Asset Management Americas Inc. |
331,779 |
329,037 |
-2,742 |
-0.83% |
| Eagle Asset Management Inc. |
1,098,217 |
1,091,038 |
-7,179 |
-0.65% |
| Public Employees Retirement System of Ohio |
193,509 |
192,593 |
-916 |
-0.47% |
| Metropolitan Life Insurance Co NY |
127,283 |
127,275 |
-8 |
-0.01% |
| 13F Filers Exiting MORE |
|---|
| Franklin Parlapiano Turner & Welch LLC |
4,434 |
0 |
-4,434 |
-100.00% |
|
6,451 |
0 |
-6,451 |
-100.00% |
| Point72 Hong Kong Ltd |
2,164 |
0 |
-2,164 |
-100.00% |
| Cubist Systematic Strategies LLC |
25,434 |
0 |
-25,434 |
-100.00% |
| Ancora Advisors LLC |
10,200 |
0 |
-10,200 |
-100.00% |
| Squarepoint Ops LLC |
21,803 |
0 |
-21,803 |
-100.00% |
| Kalos Management Inc. |
16,593 |
0 |
-16,593 |
-100.00% |
| Cetera Advisor Networks LLC |
16,926 |
0 |
-16,926 |
-100.00% |
| Jefferies Group LLC |
11,899 |
0 |
-11,899 |
-100.00% |
| Two Sigma Investments LP |
503,483 |
0 |
-503,483 |
-100.00% |
| GSA Capital Partners LLP |
45,168 |
0 |
-45,168 |
-100.00% |
| Arrowstreet Capital Limited Partnership |
469,695 |
0 |
-469,695 |
-100.00% |
| Walleye Trading LLC |
42,427 |
0 |
-42,427 |
-100.00% |
| Jet Capital Investors L P |
1,250,000 |
0 |
-1,250,000 |
-100.00% |
| MARSHALL WACE ASIA Ltd |
186,224 |
0 |
-186,224 |
-100.00% |
|
39,172 |
0 |
-39,172 |
-100.00% |
| Wellington Management Group LLP |
107,679 |
0 |
-107,679 |
-100.00% |
| Bridgeworth LLC |
58,861 |
0 |
-58,861 |
-100.00% |
| Ruggie Capital Group |
4,210 |
0 |
-4,210 |
-100.00% |
| KBC Group NV |
71,866 |
0 |
-71,866 |
-100.00% |
| HGI Capital Management LLC |
222,759 |
0 |
-222,759 |
-100.00% |
| Envestnet Asset Management Inc. |
4,296 |
0 |
-4,296 |
-100.00% |
| Patriot Financial Group Insurance Agency LLC |
12,540 |
0 |
-12,540 |
-100.00% |
|
41,284 |
0 |
-41,284 |
-100.00% |
| Sit Investment Associates Inc. |
26,500 |
0 |
-26,500 |
-100.00% |
See Summary: Institutional Holders of MORE
See Details: Top 10 Hedge Funds Holding MORE
Also See: MORE Insider Buying
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