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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$27M 167,862 +1,082 +0.6%
BTW
27
Boston Trust Walden
Massachusetts
$26.1M 162,493 +7,197 +5%
Principal Financial Group
28
Principal Financial Group
Iowa
$24.8M 154,146 +26,831 +21%
PGF
29
Pelham Global Financials
United Kingdom
$24.3M 151,363 +28,500 +23%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$22.3M 138,614 -3,057 -2%
CC
31
Chicago Capital
Illinois
$21.7M 135,090 -7,525 -5%
PPA
32
Parametric Portfolio Associates
Washington
$20M 124,330 -1,577 -1%
Northern Trust
33
Northern Trust
Illinois
$19.4M 120,521 -74,803 -38%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$19.1M 119,193 -1,330 -1%
Parnassus Investments
35
Parnassus Investments
California
$19M 118,491 -42,821 -27%
CI Investments Inc
36
CI Investments Inc
Ontario, Canada
$18.8M 116,823 +13,777 +13%
Charles Schwab
37
Charles Schwab
California
$18.5M 115,071 -4,739 -4%
CIM
38
Confluence Investment Management
Missouri
$18.4M 114,805 -3,132 -3%
BBHC
39
Brown Brothers Harriman & Co
New York
$17.5M 109,172 +109,172 New
CRM
40
Cramer Rosenthal McGlynn
Connecticut
$14M 86,862 -2,508 -3%
AG
41
Aperio Group
California
$13.2M 82,065 +22,732 +38%
Goldman Sachs
42
Goldman Sachs
New York
$13.1M 81,441 +8,147 +11%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$10.8M 67,040 -16,633 -20%
WRF
44
Waddell & Reed Financial
Kansas
$10.4M 64,771 -41,133 -39%
Citadel Advisors
45
Citadel Advisors
Florida
$10.2M 63,542 +24,523 +63%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$10M 62,464 -88,211 -59%
NRCM
47
Northern Right Capital Management
Connecticut
$9.86M 61,385 +36,385 +146%
First Trust Advisors
48
First Trust Advisors
Illinois
$8.94M 55,669 +22,970 +70%
SEI Investments
49
SEI Investments
Pennsylvania
$8.84M 55,931 -8,469 -13%
BNP Paribas Asset Management
50
BNP Paribas Asset Management
France
$8.83M 54,985 +554 +1%
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