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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 %
ME
251
McIlrath & Eck
Washington
$74K – – –
TSW
252
Thompson Siegel & Walmsley
Virginia
$69K – – –
CFGS
253
Concourse Financial Group Securities
Alabama
$65K -$25.6K -110 -28%
WWM
254
Wolff Wiese Magana
California
$63K +$63K +271 New
VCM
255
Versant Capital Management
Arizona
$46K – – –
JWM
256
Janiczek Wealth Management
Colorado
$44K +$30K +128 +213%
SQA
257
Simon Quick Advisors
New Jersey
$38K +$26.5K +113 +231%
FPS
258
Fieldpoint Private Securities
Connecticut
$29K +$29K +127 New
Rockefeller Capital Management
259
Rockefeller Capital Management
New York
$24K – – –
SFS
260
Sowell Financial Services
Arkansas
$23K – – –
ETC
261
Exchange Traded Concepts
Oklahoma
$23K +$23K +101 New
Fuller & Thaler Asset Management
262
Fuller & Thaler Asset Management
California
$22K -$23.2K -100 -51%
FHA
263
First Horizon Advisors
Tennessee
$22K – – –
AF
264
Advisornet Financial
Minnesota
$21K – – –
CMA
265
Cedar Mountain Advisors
Oregon
$17K – – –
QCG
266
Quadrant Capital Group
Ohio
$17K +$1.65K +7 +11%
AF
267
Allworth Financial
California
$16K – – –
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$15K +$14K +59 +1,475%
CHC
269
City Holding Co
West Virginia
$14K – – –
MF
270
Manchester Financial
California
$14K +$14K +61 New
IA
271
IFP Advisors
Florida
$12K – – –
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
FF
273
FourThought Financial
Florida
$11K +$11K +48 New
PWPS
274
Pinnacle Wealth Planning Services
Ohio
$10K +$10K +43 New
CFD
275
Creative Financial Designs
Indiana
$8K – – –
9 10
11
12 13