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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 %
BF
326
BOK Financial
Oklahoma
– – -1,134 Closed
Holocene Advisors
327
Holocene Advisors
New York
– – -1,058 Closed
PCS
328
Personal CFO Solutions
New Jersey
– – -1,008 Closed
ABC
329
Associated Banc-Corp
Wisconsin
– – -906 Closed
LNWWM
330
Laird Norton Wetherby Wealth Management
California
– – -902 Closed
Manulife (Manufacturers Life Insurance)
331
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -870 Closed
CP
332
Covenant Partners
Tennessee
– – -867 Closed
PWM
333
Perigon Wealth Management
California
– – -488 Closed
Acadian Asset Management
334
Acadian Asset Management
Massachusetts
– – -469 Closed
CFGS
335
Concourse Financial Group Securities
Alabama
– – -279 Closed
FPS
336
Fieldpoint Private Securities
Connecticut
– – -127 Closed
LWCFA
337
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– – -46 Closed
PWPS
338
Pinnacle Wealth Planning Services
Ohio
– – -43 Closed
FCH
339
Freestone Capital Holdings
Washington
– – -15 Closed
PFO
340
Pathstone Family Office
New Jersey
– – -11 Closed
RPWA
341
Regent Peak Wealth Advisors
Georgia
– – -9 Closed
AssetMark Inc
342
AssetMark Inc
California
– – -8 Closed
IA
343
Inspire Advisors
Idaho
– – -6 Closed
CFN
344
Cordasco Financial Network
Florida
– – -5 Closed
VCG
345
Vantage Consulting Group
Virginia
– – -3 Closed
Nomura Asset Management
346
Nomura Asset Management
Japan
– – – –
MAM
347
Meeder Asset Management
Ohio
$0 2 – –
PI
348
PEAK6 Investments
Illinois
– – – –
10 11 12 13
14