MORN icon

Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$33.9M 150,520 -18,594 -11%
Bank of America
27
Bank of America
North Carolina
$33.1M 147,125 -11,916 -7%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$32.4M 143,982 +1,361 +1%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$30.5M 135,396 +168 +0.1%
PGF
30
Pelham Global Financials
United Kingdom
$28.7M 127,326 -11,854 -9%
Millennium Management
31
Millennium Management
New York
$28.2M 125,340 -79,605 -39%
CC
32
Chicago Capital
Illinois
$28.2M 125,251 -3,446 -3%
Goldman Sachs
33
Goldman Sachs
New York
$27.1M 120,371 +12,978 +12%
PPA
34
Parametric Portfolio Associates
Washington
$27M 120,173 -8,429 -7%
Charles Schwab
35
Charles Schwab
California
$26.3M 116,722 +581 +0.5%
Northern Trust
36
Northern Trust
Illinois
$25.8M 114,557 -1,254 -1%
CIM
37
Confluence Investment Management
Missouri
$24.1M 107,244 -518 -0.5%
First Trust Advisors
38
First Trust Advisors
Illinois
$23.9M 105,980 +35,920 +51%
Parnassus Investments
39
Parnassus Investments
California
$20.8M 92,446 -15,195 -14%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$18.1M 80,650 +30,500 +61%
CRM
41
Cramer Rosenthal McGlynn
Connecticut
$16.7M 74,123 -12,224 -14%
Morgan Stanley
42
Morgan Stanley
New York
$15.3M 68,164 +2,426 +4%
SEI Investments
43
SEI Investments
Pennsylvania
$14.4M 64,277 +4,922 +8%
CCM
44
Copeland Capital Management
Pennsylvania
$14.4M 63,790 -91,053 -59%
Swiss National Bank
45
Swiss National Bank
Switzerland
$12.1M 53,800 +500 +0.9%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$11.3M 50,117 -4,282 -8%
NRCM
47
Northern Right Capital Management
Connecticut
$11.1M 49,108 -12,277 -20%
TG
48
TCW Group
California
$10.7M 47,759 – –
Man Group
49
Man Group
United Kingdom
$10.7M 47,743 -10,972 -19%
KCM
50
Kornitzer Capital Management
Kansas
$10.3M 45,800 -965 -2%
1
2
3 4 5