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Morningstar
MORN

Overview Fund Activity

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$53.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$21.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$37.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.76M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.12M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$5.15M -$279K -2,400 -5%
Morgan Stanley
52
Morgan Stanley
New York
$4.8M +$234K +2,009 +5%
SEI Investments
53
SEI Investments
Pennsylvania
$4.59M +$1.38M +11,908 +43%
AG
54
Aperio Group
California
$4.58M +$1.28M +11,017 +39%
Swiss National Bank
55
Swiss National Bank
Switzerland
$4.35M +$69.8K +600 +2%
AAMU
56
Amundi Asset Management US
Massachusetts
$4.09M +$4.09M +35,216 New
Nordea Investment Management
57
Nordea Investment Management
Sweden
$3.89M +$3.89M +33,640 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$3.87M -$102K -876 -3%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$3.56M +$138K +1,225 +4%
UBS AM
60
UBS AM
Illinois
$3.52M +$433K +3,723 +14%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.51M +$585K +5,029 +20%
State Board of Administration of Florida Retirement System
62
State Board of Administration of Florida Retirement System
Florida
$3.39M – – –
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$3.24M +$1.03M +8,877 +47%
Fisher Asset Management
64
Fisher Asset Management
Washington
$2.91M +$199K +1,711 +7%
William Blair & Company
65
William Blair & Company
Illinois
$2.86M -$707K -6,080 -20%
CS
66
Credit Suisse
Switzerland
$2.84M +$76K +654 +3%
YIA
67
YHB Investment Advisors
Connecticut
$2.77M +$151K +1,301 +6%
First Trust Advisors
68
First Trust Advisors
Illinois
$2.76M -$5.56M -47,814 -67%
Daiwa Securities Group
69
Daiwa Securities Group
Japan
$2.57M +$1.36M +11,702 +112%
CB
70
Commerce Bank
Missouri
$2.55M +$227K +1,949 +10%
Citadel Advisors
71
Citadel Advisors
Florida
$2.45M -$3.68M -31,609 -60%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$2.33M +$234K +2,011 +11%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$2.27M +$6.16K +53 +0.3%
WG
74
Winton Group
United Kingdom
$2.17M -$183K -1,576 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
75
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.09M +$93K +800 +5%
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3
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