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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 %
APA
326
American Portfolios Advisors
New York
$6.5K – – –
Nisa Investment Advisors
327
Nisa Investment Advisors
Missouri
$6K -$3.68M -12,280 -100%
VCM
328
Vigilant Capital Management
Maine
$6K – – –
BWA
329
BDO Wealth Advisors
Florida
$6K – – –
ADL
330
Asset Dedication LLC
California
$4K – – –
CWP
331
Concord Wealth Partners
Virginia
$3K – – –
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$3K +$667 +2 +29%
JWA
333
JFS Wealth Advisors
Pennsylvania
$3K +$3K +9 New
SC
334
Schubert & Co
Texas
$3K +$3K +9 New
LC
335
Lindbrook Capital
California
$2K – – –
GWS
336
Glassman Wealth Services
Virginia
$1K – – –
VRS
337
Virginia Retirement Systems
Virginia
$410 +$410 +1,200 New
Manulife (Manufacturers Life Insurance)
338
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$264 -$11 -33 -4%
CP
339
Castleview Partners
Texas
$43 +$43 +14,705 New
UOC
340
UBS O'Connor
Illinois
– -$5.94M -22,946 Closed
Jane Street
341
Jane Street
New York
– -$3.45M -13,324 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
342
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.36M -9,100 Closed
Squarepoint
343
Squarepoint
New York
– -$2.27M -8,764 Closed
Qube Research & Technologies (QRT)
344
Qube Research & Technologies (QRT)
United Kingdom
– -$2.26M -8,707 Closed
DF
345
Donoghue Forlines
Massachusetts
– -$1.82M -7,033 Closed
Vontobel Holding
346
Vontobel Holding
Switzerland
– -$1.81M -7,000 Closed
PAG
347
Private Advisor Group
New Jersey
– -$1.17M -4,512 Closed
WG
348
Winton Group
United Kingdom
– -$1.02M -3,922 Closed
MC
349
Maverick Capital
Texas
– -$855K -3,300 Closed
QT
350
Quantbot Technologies
New York
– -$814K -3,144 Closed
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