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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 %
NFG
301
Next Financial Group
Texas
$43K +$25.5K +74 +145%
AF
302
Advisornet Financial
Minnesota
$38K +$6.56K +19 +21%
SPIA
303
Steward Partners Investment Advisory
New York
$37K – – –
BIA
304
Bell Investment Advisors
California
$35K +$4.12K +12 +13%
FHA
305
First Horizon Advisors
Tennessee
$34K +$1.68K +5 +5%
C
306
Covestor
United Kingdom
$34K +$34K +100 New
CT
307
Cambridge Trust
Massachusetts
$30K +$30K +88 New
BCPWM
308
Bradley & Co Private Wealth Management
Florida
$28K – – –
CMA
309
Cedar Mountain Advisors
Oregon
$26K – – –
CAL
310
Capital Advisors Ltd
Ohio
$24K +$24K +70 New
AF
311
Allworth Financial
California
$23K -$11.2K -33 -33%
WT
312
Whittier Trust
California
$19K – – –
RFA
313
Reilly Financial Advisors
California
$18K +$18K +52 New
CHC
314
City Holding Co
West Virginia
$17K – – –
LWCFA
315
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16K – – –
Fuller & Thaler Asset Management
316
Fuller & Thaler Asset Management
California
$15K – – –
FF
317
FourThought Financial
Florida
$14K -$1.4K -4 -9%
Simplex Trading
318
Simplex Trading
Illinois
$13K -$64.4K -198 -83%
IA
319
IFP Advisors
Florida
$13K – – –
CFD
320
Creative Financial Designs
Indiana
$11K – – –
TWA
321
TCI Wealth Advisors
Arizona
$10K – – –
HNB
322
Huntington National Bank
Ohio
$9K – – –
FDCDDQ
323
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.55K – – –
WPA
324
West Paces Advisors
Georgia
$7.87K +$1.03K +3 +15%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$7K – – –
11 12
13
14 15