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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$935M
2
PIMC
2
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
3
Echo Street Capital Management
New York
$115M
4
State Street
4
State Street
Massachusetts
$89.8M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
2
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$250K -$12.8K -50 -5%
BI
227
Berkeley Inc
Idaho
$234K -$861K -3,347 -79%
Mirae Asset Global Investments
228
Mirae Asset Global Investments
South Korea
$232K +$2.82K +11 +1%
EWM
229
Evercore Wealth Management
New York
$228K -$11.1K -43 -5%
Manulife (Manufacturers Life Insurance)
230
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$224K +$224K +870 New
ZIM
231
Zacks Investment Management
Illinois
$223K +$223K +866 New
SAM
232
Shell Asset Management
Netherlands
$218K +$218K +849 New
NA
233
NewEdge Advisors
Louisiana
$217K +$217K +844 New
ABC
234
Associated Banc-Corp
Wisconsin
$213K +$213K +829 New
RGC
235
Roberts, Glore & Co
Illinois
$203K +$203K +790 New
AII
236
AGF Investments Inc
Ontario, Canada
$200K +$8.25K +32 +4%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$197K -$514 -2 -0.3%
Macquarie Group
238
Macquarie Group
Australia
$171K – – –
NSIM
239
North Star Investment Management
Illinois
$153K +$18.5K +72 +14%
CI Investments Inc
240
CI Investments Inc
Ontario, Canada
$128K +$49.6K +193 +63%
S
241
SignatureFD
Georgia
$122K -$4.13K -16 -3%
HFM
242
Harvest Fund Management
China
$105K +$64.9K +256 +162%
CCM
243
Covington Capital Management
California
$96K -$24.3K -95 -20%
CTC
244
Central Trust Company
Missouri
$94K -$8.45K -33 -8%
CCA
245
Column Capital Advisors
Indiana
$88K +$2.06K +8 +2%
ME
246
McIlrath & Eck
Washington
$88K +$5.42K +21 +7%
SWM
247
Spire Wealth Management
Virginia
$83K – – –
VanEck Associates
248
VanEck Associates
New York
$82K +$50K +194 +156%
TSW
249
Thompson Siegel & Walmsley
Virginia
$77K – – –
WWM
250
Wolff Wiese Magana
California
$64K -$768 -3 -1%
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