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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LC
301
Lindbrook Capital
California
$2K 7 +7 New
MWP
302
Meridian Wealth Partners
Pennsylvania
$2K 9 +9 New
CWP
303
Concord Wealth Partners
Virginia
$2K 10 +10 New
GWS
304
Glassman Wealth Services
Virginia
$1K 4 – –
AIG
305
American International Group
New York
$101 449 -52 -10%
FGAM
306
Financial Gravity Asset Management
Texas
– – -1 Closed
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$5 20 – –
BTW
308
Boston Trust Walden
Massachusetts
– – -124,865 Closed
BBHC
309
Brown Brothers Harriman & Co
New York
– – -109,172 Closed
WRF
310
Waddell & Reed Financial
Kansas
– – -28,360 Closed
PFM
311
Premier Fund Managers
United Kingdom
– – -27,050 Closed
Two Sigma Investments
312
Two Sigma Investments
New York
– – -25,088 Closed
Ameriprise
313
Ameriprise
Minnesota
– – -11,482 Closed
SO
314
STRS Ohio
Ohio
– – -7,721 Closed
Thrivent Financial for Lutherans
315
Thrivent Financial for Lutherans
Minnesota
– – -4,510 Closed
AFA
316
Abacus FCF Advisors
Florida
– – -4,175 Closed
E
317
Ergoteles
New York
– – -4,010 Closed
ACA
318
Aptus Capital Advisors
Alabama
– – -3,391 Closed
SSA
319
Schonfeld Strategic Advisors
New York
– – -2,653 Closed
PAG
320
Private Advisory Group
Washington
– – -2,283 Closed
HIM
321
Hillsdale Investment Management
Ontario, Canada
– – -2,200 Closed
QC
322
Quadrature Capital
United Kingdom
– – -1,681 Closed
Comerica Bank
323
Comerica Bank
Texas
– – -1,531 Closed
MML Investors Services
324
MML Investors Services
Massachusetts
– – -1,285 Closed
ET
325
Equitable Trust
Tennessee
– – -1,150 Closed
10 11 12
13
14