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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 %
Simplex Trading
251
Simplex Trading
Illinois
$61K -$58.2K -227 -49%
JWM
252
Janiczek Wealth Management
Colorado
$61K +$3.33K +13 +6%
CFO
253
CVA Family Office
Colorado
$59K +$59K +228 New
VCM
254
Versant Capital Management
Arizona
$53K +$1.02K +4 +2%
AS
255
Altshuler Shaham
Israel
$45K -$132K -512 -75%
SQA
256
Simon Quick Advisors
New Jersey
$41K – – –
TRCT
257
Tower Research Capital (TRC)
New York
$38K -$678K -2,604 -95%
HNB
258
Huntington National Bank
Ohio
$37K -$103K -398 -74%
Fifth Third Bancorp
259
Fifth Third Bancorp
Ohio
$31K – – –
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$27K – – –
New York State Teachers Retirement System (NYSTRS)
261
New York State Teachers Retirement System (NYSTRS)
New York
$26K +$26K +100 New
FHA
262
First Horizon Advisors
Tennessee
$24K – – –
AF
263
Advisornet Financial
Minnesota
$23K – – –
BCPWM
264
Bradley & Co Private Wealth Management
Florida
$21K – – –
QCG
265
Quadrant Capital Group
Ohio
$20K – – –
CMA
266
Cedar Mountain Advisors
Oregon
$19K – – –
Federated Hermes
267
Federated Hermes
Pennsylvania
$19K +$19K +75 New
AF
268
Allworth Financial
California
$17K – – –
CHC
269
City Holding Co
West Virginia
$16K – – –
WT
270
Whittier Trust
California
$14K – – –
Fuller & Thaler Asset Management
271
Fuller & Thaler Asset Management
California
$12K -$13.3K -50 -53%
LWCFA
272
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K +$12K +46 New
FF
273
FourThought Financial
Florida
$11K -$1K -4 -8%
IA
274
IFP Advisors
Florida
$10K +$263 +1 +3%
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$9K – – –
9 10
11
12 13