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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
226
Tower Research Capital (TRC)
New York
$61K +$41K +255 +206%
NSIM
227
North Star Investment Management
Illinois
$52K – – –
ME
228
McIlrath & Eck
Washington
$51K +$51K +320 New
TSW
229
Thompson Siegel & Walmsley
Virginia
$48K – – –
Millennium Management
230
Millennium Management
New York
$33.5K +$21.1K +131,073 +169%
Twin Tree Management
231
Twin Tree Management
Texas
$31K -$27.9K -174 -47%
Fuller & Thaler Asset Management
232
Fuller & Thaler Asset Management
California
$31K – – –
VCM
233
Versant Capital Management
Arizona
$31K – – –
Rockefeller Capital Management
234
Rockefeller Capital Management
New York
$17K +$17K +107 New
SFS
235
Sowell Financial Services
Arkansas
$16K – – –
AF
236
Advisornet Financial
Minnesota
$15K – – –
FHA
237
First Horizon Advisors
Tennessee
$15K – – –
Barclays
238
Barclays
United Kingdom
$14K -$2.37M -14,564 -99%
CMA
239
Cedar Mountain Advisors
Oregon
$12K – – –
AF
240
Allworth Financial
California
$11K – – –
CHC
241
City Holding Co
West Virginia
$10K – – –
QCG
242
Quadrant Capital Group
Ohio
$10K – – –
HIM
243
Hillsdale Investment Management
Ontario, Canada
$10K +$5K +30 +100%
JWM
244
Janiczek Wealth Management
Colorado
$10K +$10K +60 New
SQA
245
Simon Quick Advisors
New Jersey
$8K -$8.16K -50 -51%
IA
246
IFP Advisors
Florida
$8K – – –
LWCFA
247
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K – – –
PWM
248
Provident Wealth Management
Tennessee
$7K +$7K +46 New
CFD
249
Creative Financial Designs
Indiana
$5K – – –
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
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10
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