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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 %
New York State Teachers Retirement System (NYSTRS)
276
New York State Teachers Retirement System (NYSTRS)
New York
$26K – – –
AF
277
Allworth Financial
California
$26K +$8.5K +33 +49%
Group One Trading
278
Group One Trading
Illinois
$26K +$26K +100 New
AF
279
Advisornet Financial
Minnesota
$24K – – –
FHA
280
First Horizon Advisors
Tennessee
$24K +$250 +1 +1%
GPA
281
Guidance Point Advisors
Massachusetts
$23K +$23K +89 New
BIA
282
Bell Investment Advisors
California
$23K +$23K +90 New
TRCT
283
Tower Research Capital (TRC)
New York
$21K -$15.9K -63 -43%
BCPWM
284
Bradley & Co Private Wealth Management
Florida
$21K – – –
QCG
285
Quadrant Capital Group
Ohio
$20K – – –
Federated Hermes
286
Federated Hermes
Pennsylvania
$20K +$769 +3 +4%
CMA
287
Cedar Mountain Advisors
Oregon
$19K – – –
TG
288
TCW Group
California
$16.2K -$634 -2,449 -4%
CHC
289
City Holding Co
West Virginia
$16K – – –
WT
290
Whittier Trust
California
$15K – – –
NFG
291
Next Financial Group
Texas
$13K +$10.5K +41 +410%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
Fuller & Thaler Asset Management
293
Fuller & Thaler Asset Management
California
$12K – – –
FF
294
FourThought Financial
Florida
$11K – – –
IA
295
IFP Advisors
Florida
$10K -$270 -1 -3%
BCA
296
Berman Capital Advisors
Georgia
$10K +$10K +42 New
CFD
297
Creative Financial Designs
Indiana
$9K – – –
HI
298
Harbour Investments
Wisconsin
$7K -$250 -1 -3%
TWA
299
TCI Wealth Advisors
Arizona
$7K – – –
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.48K +$6.48K +25 New
10 11
12
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