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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HBT
226
Heartland Bank & Trust
Illinois
$254K 1,130 – –
SFS
227
Sowell Financial Services
Arkansas
$242K 928 +828 +828%
Prudential Financial
228
Prudential Financial
New Jersey
$236K 1,047 -276 -21%
CCA
229
Cadent Capital Advisors
Oklahoma
$234K 1,041 -39 -4%
YIH
230
Y-Intercept (HK)
Hong Kong
$231K 1,015 +1,015 New
Commonwealth Equity Services
231
Commonwealth Equity Services
Massachusetts
$230K 1,026 +11 +1%
LPL Financial
232
LPL Financial
California
$226K 1,006 +53 +6%
Mitsubishi UFJ Trust & Banking
233
Mitsubishi UFJ Trust & Banking
Japan
$225K 1,001 -3,082 -75%
BFS
234
Bard Financial Services
Connecticut
$225K 1,000 – –
First Manhattan
235
First Manhattan
New York
$223K 993 +42 +4%
BWM
236
BNC Wealth Management
Oregon
$214K 950 – –
GVAG
237
Great Valley Advisor Group
Delaware
$213K 947 -2,385 -72%
EWM
238
Evercore Wealth Management
New York
$209K 930 – –
CANY
239
Caxton Associates (New York)
New York
$201K 893 +893 New
Mirae Asset Global Investments
240
Mirae Asset Global Investments
South Korea
$201K 893 +893 New
MC
241
Maverick Capital
Texas
$193K 857 +857 New
OSAM
242
O'Shaughnessy Asset Management
Connecticut
$173K 768 +3 +0.4%
AII
243
AGF Investments Inc
Ontario, Canada
$167K 744 -294 -28%
RA
244
Rational Advisors
New York
$162K 718 +718 New
AS
245
Altshuler Shaham
Israel
$154K 686 -136 -17%
Macquarie Group
246
Macquarie Group
Australia
$150K 667 -199 -23%
SG Americas Securities
247
SG Americas Securities
New York
$141K 626 -295 -32%
HNB
248
Huntington National Bank
Ohio
$122K 541 – –
NSIM
249
North Star Investment Management
Illinois
$118K 525 – –
S
250
SignatureFD
Georgia
$110K 489 +8 +2%
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10
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