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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
26
Copeland Capital Management
Pennsylvania
$35.9M 154,843 -74,356 -32%
IAM
27
Iridian Asset Management
Connecticut
$35M 151,128 +139,518 +1,202%
Principal Financial Group
28
Principal Financial Group
Iowa
$33.1M 143,113 -11,033 -7%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$33M 142,621 +4,007 +3%
PGF
30
Pelham Global Financials
United Kingdom
$32.2M 139,180 -12,183 -8%
Loomis, Sayles & Company
31
Loomis, Sayles & Company
Massachusetts
$31.3M 135,228 +16,035 +13%
CC
32
Chicago Capital
Illinois
$29.8M 128,697 -6,393 -5%
PPA
33
Parametric Portfolio Associates
Washington
$29.8M 128,602 +4,272 +3%
BTW
34
Boston Trust Walden
Massachusetts
$28.9M 124,865 -37,628 -23%
Charles Schwab
35
Charles Schwab
California
$26.9M 116,141 +1,070 +0.9%
Northern Trust
36
Northern Trust
Illinois
$26.8M 115,811 -4,710 -4%
BBHC
37
Brown Brothers Harriman & Co
New York
$25.3M 109,172 – –
CIM
38
Confluence Investment Management
Missouri
$25M 107,762 -7,043 -6%
Parnassus Investments
39
Parnassus Investments
California
$24.9M 107,641 -10,850 -9%
Goldman Sachs
40
Goldman Sachs
New York
$24.9M 107,393 +25,952 +32%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$20M 86,347 -515 -0.6%
AG
42
Aperio Group
California
$18.2M 78,596 -3,469 -4%
First Trust Advisors
43
First Trust Advisors
Illinois
$16.2M 70,060 +14,391 +26%
Morgan Stanley
44
Morgan Stanley
New York
$15.2M 65,738 +17,594 +37%
CI Investments Inc
45
CI Investments Inc
Ontario, Canada
$14.8M 64,026 -52,797 -45%
NRCM
46
Northern Right Capital Management
Connecticut
$14.2M 61,385 – –
SEI Investments
47
SEI Investments
Pennsylvania
$13.6M 59,355 +3,424 +6%
Man Group
48
Man Group
United Kingdom
$13.6M 58,715 +18,393 +46%
BNP Paribas Asset Management
49
BNP Paribas Asset Management
France
$12.7M 54,867 -118 -0.2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.6M 54,399 +4,666 +9%
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