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Morningstar
MORN

Overview Fund Activity

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$53.6M
2
Victory Capital Management
Victory Capital Management
Texas
$21.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92M
4
Lazard Asset Management
Lazard Asset Management
New York
$37.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$225M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.76M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.75M
4
Goldman Sachs
Goldman Sachs
New York
$9.12M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIL
226
AGF Investments LLC
Ontario, Canada
– -$832K -5,499 Closed
ACM
227
AlphaCrest Capital Management
New York
– -$726K -4,800 Closed
PI
228
PEAK6 Investments
Illinois
– -$671K -4,437 Closed
Rafferty Asset Management
229
Rafferty Asset Management
New York
– -$484K -3,200 Closed
ECM
230
ExodusPoint Capital Management
New York
– -$373K -2,465 Closed
KC
231
Kepos Capital
New York
– -$356K -2,350 Closed
ProShare Advisors
232
ProShare Advisors
Maryland
– -$352K -2,325 Closed
Ensign Peak Advisors
233
Ensign Peak Advisors
Utah
– -$339K -2,239 Closed
QCM
234
Quantinno Capital Management
New York
– -$323K -2,134 Closed
MA
235
Montag & Associates
Georgia
– -$319K -2,110 Closed
Point72 Asset Management
236
Point72 Asset Management
Connecticut
– -$303K -2,000 Closed
HKAM
237
Horizon Kinetics Asset Management
New York
– -$286K -1,891 Closed
Tudor Investment Corp
238
Tudor Investment Corp
Connecticut
– -$273K -1,805 Closed
Qube Research & Technologies (QRT)
239
Qube Research & Technologies (QRT)
United Kingdom
– -$270K -1,787 Closed
NA
240
Navellier & Associates
Nevada
– -$269K -1,776 Closed
Creative Planning
241
Creative Planning
Kansas
– -$268K -1,774 Closed
Prudential Financial
242
Prudential Financial
New Jersey
– -$260K -1,721 Closed
OC
243
Oppenheimer & Co
New York
– -$254K -1,681 Closed
COI
244
Connable Office Inc
Michigan
– -$254K -1,680 Closed
MWNA
245
Marshall Wace North America
New York
– -$246K -1,624 Closed
ERIM
246
Eagle Ridge Investment Management
Connecticut
– -$236K -1,560 Closed
SAM
247
Symphony Asset Management
California
– -$230K -1,519 Closed
CIBC Asset Management
248
CIBC Asset Management
Ontario, Canada
– -$229K -1,512 Closed
CIBC Private Wealth Group
249
CIBC Private Wealth Group
Georgia
– -$228K -1,506 Closed
HCM
250
Hollencrest Capital Management
California
– -$224K -1,483 Closed
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