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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 %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$8K +$1.6K +7 +25%
AWA
277
Arkadios Wealth Advisors
Georgia
$8K +$8K +35 New
TWA
278
TCI Wealth Advisors
Arizona
$6K – – –
SL
279
Savior LLC
Massachusetts
$5K – – –
BFEC
280
Benjamin F. Edwards & Company
Missouri
$5K – – –
VFA
281
Valeo Financial Advisors
Indiana
$5K – – –
Nisa Investment Advisors
282
Nisa Investment Advisors
Missouri
$5K +$5K +20 New
BWA
283
BDO Wealth Advisors
Florida
$4K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
APA
285
American Portfolios Advisors
New York
$3.47K -$704K -3,040 -100%
FCH
286
Freestone Capital Holdings
Washington
$3.47K – – –
PFO
287
Pathstone Family Office
New Jersey
$3K +$3K +11 New
PFGIA
288
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$286 -1 -13%
APWA
289
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +7 New
NFG
290
Next Financial Group
Texas
$2K +$2K +8 New
AssetMark Inc
291
AssetMark Inc
California
$2K +$2K +8 New
RPWA
292
Regent Peak Wealth Advisors
Georgia
$2K +$2K +9 New
CFN
293
Cordasco Financial Network
Florida
$1K – – –
GWS
294
Glassman Wealth Services
Virginia
$1K – – –
VCG
295
Vantage Consulting Group
Virginia
$1K +$1K +3 New
IA
296
Inspire Advisors
Idaho
$1K +$1K +6 New
TI
297
tru Independence
Oregon
$752 +$752 +3,246 New
AIG
298
American International Group
New York
$116 -$4 -19 -4%
CIP
299
Champlain Investment Partners
Vermont
– -$49.8M -310,310 Closed
IGM
300
Incline Global Management
New York
– -$7.47M -46,489 Closed
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