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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.

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

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.1M
2
Millennium Management
2
Millennium Management
New York
$43.1M
3
ACM
3
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
VF
251
Virtu Financial
New York
$279K +$279K +815 New
Baird Financial Group
252
Baird Financial Group
Wisconsin
$263K +$263K +768 New
NSIM
253
North Star Investment Management
Illinois
$257K +$53K +155 +26%
GVAG
254
Great Valley Advisor Group
Delaware
$256K +$256K +750 New
RGC
255
Roberts, Glore & Co
Illinois
$250K -$20.5K -60 -8%
Cerity Partners
256
Cerity Partners
New York
$250K +$250K +734 New
UB
257
UMB Bank
Missouri
$248K +$248K +725 New
RJT
258
Raymond James Trust
Florida
$245K +$245K +715 New
PI
259
PEAK6 Investments
Illinois
$243K +$145K +424 +148%
FHA
260
Flagship Harbor Advisors
Massachusetts
$242K +$242K +706 New
LRIC
261
Long Road Investment Counsel
Michigan
$239K +$239K +700 New
PAS
262
Park Avenue Securities
New York
$236K +$236K +690 New
HCP
263
Holt Capital Partners
Texas
$222K +$222K +650 New
SIG
264
Stonegate Investment Group
Alabama
$222K +$222K +650 New
ClearBridge Investments
265
ClearBridge Investments
New York
$222K +$222K +650 New
RWM
266
Ritholtz Wealth Management
New York
$221K +$221K +645 New
American Century Companies
267
American Century Companies
Missouri
$219K +$219K +641 New
AG
268
AlphaSimPlex Group
Massachusetts
$214K -$246K -720 -53%
OIA
269
OneDigital Investment Advisors
Kansas
$209K +$209K +612 New
PHK
270
Point72 Hong Kong
Hong Kong
$207K +$207K +605 New
Macquarie Group
271
Macquarie Group
Australia
$204K -$23.9K -70 -10%
CAM
272
Cresset Asset Management
Illinois
$200K -$287K -842 -59%
VanEck Associates
273
VanEck Associates
New York
$187K +$14K +41 +8%
HFM
274
Harvest Fund Management
China
$167K +$25.9K +76 +18%
Ensign Peak Advisors
275
Ensign Peak Advisors
Utah
$164K +$164K +480 New
9 10
11
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