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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 %
CFD
276
Creative Financial Designs
Indiana
$8K – – –
AWA
277
Arkadios Wealth Advisors
Georgia
$8K – – –
HI
278
Harbour Investments
Wisconsin
$8K +$3.86K +14 +93%
TWA
279
TCI Wealth Advisors
Arizona
$7K – – –
SL
280
Savior LLC
Massachusetts
$6K – – –
WPA
281
West Paces Advisors
Georgia
$5.14K +$5.14K +20 New
BWA
282
BDO Wealth Advisors
Florida
$5K – – –
BFEC
283
Benjamin F. Edwards & Company
Missouri
$5K – – –
Carson Wealth (CWM LLC)
284
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
APA
285
American Portfolios Advisors
New York
$3.86K – – –
NFG
286
Next Financial Group
Texas
$3K – – –
CWP
287
Concord Wealth Partners
Virginia
$3K – – –
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$2K -$68K -306 -97%
PFGIA
289
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$333 -1 -14%
LC
290
Lindbrook Capital
California
$2K – – –
GWS
291
Glassman Wealth Services
Virginia
$1K – – –
MAM
292
Meeder Asset Management
Ohio
$1K +$333 +1 +50%
AIG
293
American International Group
New York
$122 +$7 +26 +6%
Nisa Investment Advisors
294
Nisa Investment Advisors
Missouri
$5 – – –
MSE
295
MUFG Securities EMEA
United Kingdom
– -$3.4M -15,100 Closed
Skandinaviska Enskilda Banken (SEB)
296
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$2.59M -11,500 Closed
Tudor Investment Corp
297
Tudor Investment Corp
Connecticut
– -$2.2M -9,782 Closed
ACM
298
AlphaCrest Capital Management
New York
– -$1.58M -7,018 Closed
Canada Pension Plan Investment Board
299
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.35M -6,000 Closed
NIPH
300
NN Investment Partners Holdings
Netherlands
– -$1.17M -5,185 Closed
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