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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 %
ACM
351
AlphaCrest Capital Management
New York
– -$595K -2,296 Closed
QC
352
Quadrature Capital
United Kingdom
– -$522K -2,016 Closed
PP
353
PDT Partners
New York
– -$466K -1,800 Closed
PTC
354
Private Trust Company
Ohio
– -$381K -1,472 Closed
GSC
355
Ground Swell Capital
South Carolina
– -$374K -1,443 Closed
CCIA
356
Campbell & Co Investment Adviser
Maryland
– -$337K -1,300 Closed
Connor, Clark & Lunn Investment Management (CC&L)
357
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$321K -1,238 Closed
Tudor Investment Corp
358
Tudor Investment Corp
Connecticut
– -$298K -1,151 Closed
Mirae Asset Global Investments
359
Mirae Asset Global Investments
South Korea
– -$252K -972 Closed
YIH
360
Y-Intercept (HK)
Hong Kong
– -$250K -967 Closed
TSS
361
Two Sigma Securities
New York
– -$234K -905 Closed
GTCM
362
Gyon Technologies Capital Management
New Jersey
– -$218K -842 Closed
TFS
363
TrustCore Financial Services
Tennessee
– -$72K -278 Closed
DFCM
364
Dark Forest Capital Management
Puerto Rico
– -$32K -125 Closed
JFA
365
JNBA Financial Advisors
Minnesota
– -$30K -116 Closed
Group One Trading
366
Group One Trading
Illinois
– -$26K -100 Closed
New York State Teachers Retirement System (NYSTRS)
367
New York State Teachers Retirement System (NYSTRS)
New York
– -$26K -100 Closed
GPA
368
Guidance Point Advisors
Massachusetts
– -$23K -89 Closed
Federated Hermes
369
Federated Hermes
Pennsylvania
– -$20K -78 Closed
HI
370
Harbour Investments
Wisconsin
– -$7K -28 Closed
CPC
371
Consolidated Planning Corp
Georgia
– -$2K -7 Closed
MAM
372
Meeder Asset Management
Ohio
– -$1K -3 Closed
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