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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Copeland Capital Management
Pennsylvania
$24.6M 174,436 +17,993 +12%
Bank of America
27
Bank of America
North Carolina
$23.5M 166,780 -5,939 -3%
Parnassus Investments
28
Parnassus Investments
California
$22.7M 161,312 – –
BTW
29
Boston Trust Walden
Massachusetts
$21.9M 155,296 +12,624 +9%
VOYA Investment Management
30
VOYA Investment Management
Georgia
$21.2M 150,675 +142,837 +1,822%
CC
31
Chicago Capital
Illinois
$20.1M 142,615 -482 -0.3%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$20M 141,671 +34,116 +32%
Principal Financial Group
33
Principal Financial Group
Iowa
$17.9M 127,315 +62,960 +98%
PPA
34
Parametric Portfolio Associates
Washington
$17.7M 125,907 -7,438 -6%
PGF
35
Pelham Global Financials
United Kingdom
$17.3M 122,863 +58,780 +92%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$17M 120,523 +9,337 +8%
Charles Schwab
37
Charles Schwab
California
$16.9M 119,810 -4,663 -4%
CIM
38
Confluence Investment Management
Missouri
$16.6M 117,937 -3,872 -3%
WRF
39
Waddell & Reed Financial
Kansas
$14.9M 105,904 -21,767 -17%
CI Investments Inc
40
CI Investments Inc
Ontario, Canada
$14.5M 103,046 +103,046 New
MAM
41
Martingale Asset Management
Massachusetts
$14.3M 101,612 -3,700 -4%
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$12.6M 89,370 -1,405 -2%
GGPE
43
Golden Gate Private Equity
California
$12.5M 89,000 +8,284 +10%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$11.8M 83,673 -194 -0.2%
Millennium Management
45
Millennium Management
New York
$10.9M 77,563 -15,092 -16%
Goldman Sachs
46
Goldman Sachs
New York
$10.3M 73,294 -5,150 -7%
PFM
47
Premier Fund Managers
United Kingdom
$9.71M 68,890 +68,890 New
Nordea Investment Management
48
Nordea Investment Management
Sweden
$9.45M 67,534 +33,894 +101%
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$9.21M 65,349 +65,349 New
EAM
50
Eagle Asset Management
Florida
$9.1M 64,700 -254,080 -80%
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