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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$239M
3
ESCM
3
Echo Street Capital Management
New York
$143M
4
LP
4
LMR Partners
United Kingdom
$17.7M
5
2
5
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
226
GSA Capital Partners
United Kingdom
$296K +$296K +1,141 New
HBT
227
Heartland Bank & Trust
Illinois
$293K – – –
DC
228
Davenport & Co
Virginia
$292K +$292K +1,127 New
HSA
229
HBK Sorce Advisory
Pennsylvania
$285K -$32.8K -127 -10%
Prudential Financial
230
Prudential Financial
New Jersey
$275K -$18.5K -67 -6%
CCA
231
Cadent Capital Advisors
Oklahoma
$270K – – –
SF
232
Synovus Financial
Georgia
$266K +$266K +1,012 New
VPIM
233
Vanguard Personalized Indexing Management
California
$261K -$7K -27 -3%
BFS
234
Bard Financial Services
Connecticut
$259K – – –
First Manhattan
235
First Manhattan
New York
$257K – – –
Mirae Asset Global Investments
236
Mirae Asset Global Investments
South Korea
$252K +$17.6K +68 +8%
YIH
237
Y-Intercept (HK)
Hong Kong
$250K +$250K +967 New
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$239K -$12.9K -50 -5%
TSS
239
Two Sigma Securities
New York
$234K +$234K +905 New
MCM
240
MAI Capital Management
Ohio
$234K +$234K +905 New
NA
241
NewEdge Advisors
Louisiana
$226K +$7.76K +30 +4%
ZIM
242
Zacks Investment Management
Illinois
$224K – – –
GTCM
243
Gyon Technologies Capital Management
New Jersey
$218K +$218K +842 New
OSAM
244
O'Shaughnessy Asset Management
Connecticut
$216K +$17.6K +68 +9%
ABC
245
Associated Banc-Corp
Wisconsin
$214K -$518 -2 -0.2%
Manulife (Manufacturers Life Insurance)
246
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209K -$16.9K -65 -7%
RGC
247
Roberts, Glore & Co
Illinois
$205K – – –
Macquarie Group
248
Macquarie Group
Australia
$173K – – –
NSIM
249
North Star Investment Management
Illinois
$155K – – –
SQA
250
Simon Quick Advisors
New Jersey
$150K +$108K +420 +259%
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