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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 %
VanEck Associates
251
VanEck Associates
New York
$131K +$48.8K +189 +59%
CI Investments Inc
252
CI Investments Inc
Ontario, Canada
$130K +$520 +2 +0.4%
S
253
SignatureFD
Georgia
$118K -$4.94K -19 -4%
AIG
254
American International Group
New York
$114K -$9.07K -35 -7%
HFM
255
Harvest Fund Management
China
$107K – – –
CCM
256
Covington Capital Management
California
$97K – – –
CTC
257
Central Trust Company
Missouri
$95K – – –
ME
258
McIlrath & Eck
Washington
$88K – – –
SWM
259
Spire Wealth Management
Virginia
$84K – – –
CCA
260
Column Capital Advisors
Indiana
$79K -$9.88K -38 -11%
TSW
261
Thompson Siegel & Walmsley
Virginia
$78K – – –
PI
262
PEAK6 Investments
Illinois
$75K -$218K -832 -74%
TFS
263
TrustCore Financial Services
Tennessee
$72K +$72K +278 New
JWM
264
Janiczek Wealth Management
Colorado
$66K +$3.91K +15 +6%
WWM
265
Wolff Wiese Magana
California
$62K -$2.32K -9 -4%
Simplex Trading
266
Simplex Trading
Illinois
$60K – – –
VCM
267
Versant Capital Management
Arizona
$54K – – –
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$39K +$11.5K +45 +42%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$37K +$37K +143 New
AS
270
Altshuler Shaham
Israel
$35K -$10.4K -40 -23%
DFCM
271
Dark Forest Capital Management
Puerto Rico
$32K -$517K -2,019 -94%
Fifth Third Bancorp
272
Fifth Third Bancorp
Ohio
$31K – – –
CA
273
Capitolis Advisors
New York
$31K +$31K +111 New
JFA
274
JNBA Financial Advisors
Minnesota
$30K +$30K +116 New
SPIA
275
Steward Partners Investment Advisory
New York
$28K +$28K +109 New
9 10
11
12 13