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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 %
TI
301
tru Independence
Oregon
– -$1.04M -4,628 Closed
PP
302
Paloma Partners
Connecticut
– -$711K -3,159 Closed
VF
303
Virtu Financial
New York
– -$647K -2,875 Closed
EMG
304
ETF Managers Group
New Jersey
– -$628K -2,765 Closed
EGM
305
Engineers Gate Manager
New York
– -$619K -2,751 Closed
TC
306
TwinBeech Capital
New York
– -$619K -2,750 Closed
GC
307
Globeflex Capital
California
– -$596K -2,650 Closed
TCM
308
Tuttle Capital Management
Connecticut
– -$537K -2,387 Closed
DTL
309
Dynamic Technology Lab
Singapore
– -$521K -2,316 Closed
MSL
310
Mackay Shields LLC
New York
– -$440K -1,955 Closed
GTCM
311
Gyon Technologies Capital Management
New Jersey
– -$395K -1,756 Closed
TI
312
Trexquant Investment
Connecticut
– -$389K -1,727 Closed
SEC
313
Seven Eight Capital
New York
– -$347K -1,500 Closed
Jane Street
314
Jane Street
New York
– -$286K -1,271 Closed
Ensign Peak Advisors
315
Ensign Peak Advisors
Utah
– -$262K -1,165 Closed
XT
316
XTX Topco
Cayman Islands
– -$262K -1,163 Closed
YIH
317
Y-Intercept (HK)
Hong Kong
– -$231K -1,015 Closed
Mitsubishi UFJ Trust & Banking
318
Mitsubishi UFJ Trust & Banking
Japan
– -$225K -1,001 Closed
BWM
319
BNC Wealth Management
Oregon
– -$214K -950 Closed
GVAG
320
Great Valley Advisor Group
Delaware
– -$213K -947 Closed
SFS
321
Sowell Financial Services
Arkansas
– -$242K -928 Closed
RA
322
Rational Advisors
New York
– -$162K -718 Closed
PHK
323
Point72 Hong Kong
Hong Kong
– -$77K -341 Closed
Twin Tree Management
324
Twin Tree Management
Texas
– -$54K -241 Closed
WAM
325
Wolverine Asset Management
Illinois
– -$41K -186 Closed
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13
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