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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
226
Valeo Financial Advisors
Indiana
$10K +$4.93K +36 +97%
CAN
227
Cetera Advisor Networks
California
$10K +$10K +68 New
PWP
228
Principle Wealth Partners
Connecticut
$10K +$10K +68 New
KPW
229
Kore Private Wealth
New York
$10K +$10K +71 New
CHC
230
City Holding Co
West Virginia
$9K – – –
QCG
231
Quadrant Capital Group
Ohio
$9K +$1.8K +13 +25%
IA
232
IFP Advisors
Florida
$7K – – –
LWCFA
233
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$6K – – –
PAG
234
Private Advisor Group
New Jersey
$5K +$5K +32 New
CFD
235
Creative Financial Designs
Indiana
$5K +$5K +33 New
HIM
236
Hillsdale Investment Management
Ontario, Canada
$4K -$2K -15 -33%
TWA
237
TCI Wealth Advisors
Arizona
$4K – – –
FCM
238
Firestone Capital Management
Florida
$4K – – –
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
APA
240
American Portfolios Advisors
New York
$3.1K +$3.1K +22 New
SL
241
Savior LLC
Massachusetts
$3K – – –
EFSCE
242
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$3K +18 New
CAPTRUST Financial Advisors
243
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +12 New
GRP
244
Global Retirement Partners
California
$1K – – –
PFGIA
245
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CFN
246
Cordasco Financial Network
Florida
$1K – – –
GWS
247
Glassman Wealth Services
Virginia
$1K +$1K +4 New
CAW
248
Cornerstone Advisors (Washington)
Washington
$1K +$1K +8 New
CTA
249
Carillon Tower Advisers
Florida
– -$29.3M -252,885 Closed
AAMU
250
Amundi Asset Management US
Massachusetts
– -$4.09M -35,216 Closed
7 8 9
10
11