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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
226
Personal CFO Solutions
New Jersey
$233K -$78.6K -340 -25%
BFS
227
Bard Financial Services
Connecticut
$232K +$232K +1,000 New
LPL Financial
228
LPL Financial
California
$221K +$221K +953 New
BWM
229
BNC Wealth Management
Oregon
$220K – – –
First Manhattan
230
First Manhattan
New York
$220K – – –
EWM
231
Evercore Wealth Management
New York
$215K +$215K +930 New
SG Americas Securities
232
SG Americas Securities
New York
$213K +$213K +921 New
ABC
233
Associated Banc-Corp
Wisconsin
$210K +$210K +906 New
LNWWM
234
Laird Norton Wetherby Wealth Management
California
$209K +$209K +902 New
Macquarie Group
235
Macquarie Group
Australia
$201K – – –
CP
236
Covenant Partners
Tennessee
$201K +$201K +867 New
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201K +$201K +870 New
AS
238
Altshuler Shaham
Israel
$190K +$9.94K +43 +6%
OSAM
239
O'Shaughnessy Asset Management
Connecticut
$177K +$62.5K +270 +55%
TRCT
240
Tower Research Capital (TRC)
New York
$136K +$48.5K +210 +55%
HNB
241
Huntington National Bank
Ohio
$125K – – –
NSIM
242
North Star Investment Management
Illinois
$122K +$46.5K +200 +62%
PWM
243
Perigon Wealth Management
California
$113K +$113K +488 New
CCM
244
Covington Capital Management
California
$112K – – –
S
245
SignatureFD
Georgia
$111K -$5.77K -25 -5%
Acadian Asset Management
246
Acadian Asset Management
Massachusetts
$109K – – –
HFM
247
Harvest Fund Management
China
$102K +$102K +442 New
CTC
248
Central Trust Company
Missouri
$95K -$13.9K -60 -13%
PHK
249
Point72 Hong Kong
Hong Kong
$83K -$221K -952 -73%
CCA
250
Column Capital Advisors
Indiana
$83K -$15.7K -68 -16%
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