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Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$129M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
4
ECM
Engle Capital Management
Connecticut
$23.8M
5
Ameriprise
Ameriprise
Minnesota
$16.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$29.1M
2
Millennium Management
Millennium Management
New York
$43.1M
3
ACM
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
226
Assenagon Asset Management
Luxembourg
$409K -$69.1K -202 -14%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$408K +$367K +1,074 +903%
BPA
228
Beacon Pointe Advisors
California
$400K -$47.5K -139 -11%
SF
229
Synovus Financial
Georgia
$398K +$59K +176 +17%
CICI
230
Capital Investment Counsel Inc
North Carolina
$393K – – –
KFA
231
Krane Funds Advisors
New York
$391K -$130K -379 -25%
HBT
232
Heartland Bank & Trust
Illinois
$386K – – –
HSA
233
HBK Sorce Advisory
Pennsylvania
$376K -$1.37K -4 -0.4%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$370K +$53.3K +156 +17%
QCM
235
Quantinno Capital Management
New York
$351K +$351K +1,025 New
CW
236
Connectus Wealth
Ohio
$346K +$346K +1,012 New
CCA
237
Cadent Capital Advisors
Oklahoma
$343K -$13K -38 -4%
BFS
238
Bard Financial Services
Connecticut
$342K – – –
First Manhattan
239
First Manhattan
New York
$339K – – –
PP
240
Pegasus Partners
Wisconsin
$336K -$237K -692 -41%
MCM
241
MAI Capital Management
Ohio
$324K +$14.7K +43 +5%
NA
242
NewEdge Advisors
Louisiana
$313K +$13.7K +40 +5%
ZIM
243
Zacks Investment Management
Illinois
$310K +$13.7K +40 +5%
MML Investors Services
244
MML Investors Services
Massachusetts
$307K +$307K +899 New
AGA
245
Accuvest Global Advisors
Utah
$307K +$307K +899 New
CS
246
Cannell & Spears
New York
$303K -$246K -720 -45%
DP
247
Dearborn Partners
Illinois
$298K +$298K +871 New
Prudential Financial
248
Prudential Financial
New Jersey
$293K -$19.8K -63 -6%
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$286K +$1.03K +3 +0.4%
ABC
250
Associated Banc-Corp
Wisconsin
$283K – – –
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