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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 %
S
276
SignatureFD
Georgia
$156K +$343 +1 +0.2%
DP
277
Dundas Partners
United Kingdom
$150K +$147K +500 +5,556%
AIG
278
American International Group
New York
$146K -$4.8K -14 -3%
Marshall Wace
279
Marshall Wace
United Kingdom
$143K +$143K +417 New
Carson Wealth (CWM LLC)
280
Carson Wealth (CWM LLC)
Nebraska
$141K +$141K +413 New
CI Investments Inc
281
CI Investments Inc
Ontario, Canada
$130K -$41.1K -120 -24%
CTC
282
Central Trust Company
Missouri
$126K – – –
AS
283
Altshuler Shaham
Israel
$120K +$74.1K +216 +161%
ME
284
McIlrath & Eck
Washington
$117K – – –
QCG
285
Quadrant Capital Group
Ohio
$108K +$81.8K +240 +312%
SWM
286
Spire Wealth Management
Virginia
$105K -$5.11K -15 -5%
CCA
287
Column Capital Advisors
Indiana
$104K – – –
TSW
288
Thompson Siegel & Walmsley
Virginia
$103K – – –
JWM
289
Janiczek Wealth Management
Colorado
$91K +$4.45K +13 +5%
SQA
290
Simon Quick Advisors
New Jersey
$90K -$109K -319 -55%
CSS
291
Cubist Systematic Strategies
Connecticut
$88K -$1.23M -3,575 -93%
CFO
292
CVA Family Office
Colorado
$78K +$78K +228 New
WWM
293
Wolff Wiese Magana
California
$76K -$6.88K -20 -8%
VCM
294
Versant Capital Management
Arizona
$70K -$340 -1 -0.5%
ACM
295
Aquatic Capital Management
Illinois
$68K +$68K +200 New
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$60K +$7.89K +23 +15%
WPWM
297
Western Pacific Wealth Management
Illinois
$51K +$51K +150 New
Koshinski Asset Management
298
Koshinski Asset Management
Illinois
$48.9K – – –
QC
299
Quent Capital
New York
$48K +$48K +141 New
CCM
300
Covington Capital Management
California
$43K -$86K -250 -67%
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