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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 %
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
– -$3M -18,667 Closed
Balyasny Asset Management
302
Balyasny Asset Management
Illinois
– -$1.69M -10,498 Closed
RJFSA
303
Raymond James Financial Services Advisors
Florida
– -$1.54M -9,584 Closed
Susquehanna International Group
304
Susquehanna International Group
Pennsylvania
– -$1.45M -9,017 Closed
GCP
305
GSA Capital Partners
United Kingdom
– -$1.3M -8,117 Closed
NA
306
NewEdge Advisors
Louisiana
– -$748K -4,654 Closed
Jane Street
307
Jane Street
New York
– -$691K -4,306 Closed
PP
308
Paloma Partners
Connecticut
– -$386K -2,405 Closed
PAM
309
Paradigm Asset Management
New York
– -$353K -2,200 Closed
Wolverine Trading
310
Wolverine Trading
Illinois
– -$329K -2,065 Closed
Cambridge Investment Research Advisors
311
Cambridge Investment Research Advisors
Iowa
– -$289K -1,799 Closed
AC
312
Athanor Capital
New York
– -$272K -1,691 Closed
QT
313
Quantbot Technologies
New York
– -$226K -1,408 Closed
CH
314
Canton Hathaway
Rhode Island
– -$132K -819 Closed
FHA
315
Flagship Harbor Advisors
Massachusetts
– -$117K -730 Closed
GT
316
Glenmede Trust
Pennsylvania
– -$84K -527 Closed
Twin Tree Management
317
Twin Tree Management
Texas
– -$31K -193 Closed
PWM
318
Provident Wealth Management
Tennessee
– -$7K -46 Closed
NNP
319
Nachman Norwood & Parrott
South Carolina
– -$4K -27 Closed
SSB
320
Sandy Spring Bank
Maryland
– -$1K -6 Closed
PFWA
321
Paces Ferry Wealth Advisors
Georgia
– -$1K -5 Closed
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