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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 %
HNB
301
Huntington National Bank
Ohio
$6K -$28.3K -118 -83%
WPA
302
West Paces Advisors
Georgia
$5.18K – – –
BFEC
303
Benjamin F. Edwards & Company
Missouri
$5K – – –
BWA
304
BDO Wealth Advisors
Florida
$5K – – –
VCM
305
Vigilant Capital Management
Maine
$5K +$5K +19 New
APA
306
American Portfolios Advisors
New York
$4.92K +$1.04K +4 +27%
Nisa Investment Advisors
307
Nisa Investment Advisors
Missouri
$3.19K +$3.18K +12,280 +61,400%
CWP
308
Concord Wealth Partners
Virginia
$3K – – –
ADL
309
Asset Dedication LLC
California
$3K +$3K +13 New
Northwestern Mutual Wealth Management
310
Northwestern Mutual Wealth Management
Wisconsin
$2K -$571 -2 -22%
LC
311
Lindbrook Capital
California
$2K – – –
CPC
312
Consolidated Planning Corp
Georgia
$2K +$2K +7 New
DP
313
Dundas Partners
United Kingdom
$2K +$2K +9 New
GWS
314
Glassman Wealth Services
Virginia
$1K – – –
MAM
315
Meeder Asset Management
Ohio
$1K – – –
Impax Asset Management Group
316
Impax Asset Management Group
United Kingdom
– -$1.93M -7,488 Closed
ClearBridge Investments
317
ClearBridge Investments
New York
– -$1.31M -5,089 Closed
VRS
318
Virginia Retirement Systems
Virginia
– -$1.08M -4,200 Closed
JF
319
Jump Financial
Illinois
– -$926K -3,600 Closed
AIL
320
AGF Investments LLC
Ontario, Canada
– -$641K -2,492 Closed
CANY
321
Caxton Associates (New York)
New York
– -$507K -1,971 Closed
Wellington Management Group
322
Wellington Management Group
Massachusetts
– -$471K -1,831 Closed
GAM
323
Gotham Asset Management
New York
– -$281K -1,093 Closed
Wolverine Trading
324
Wolverine Trading
Illinois
– -$269K -1,047 Closed
BI
325
Berkeley Inc
Idaho
– -$234K -911 Closed
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13
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