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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 Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$8.97M +$3.46M +24,854 +63%
AG
52
Aperio Group
California
$8.36M +$2.8M +19,898 +50%
BNP Paribas Asset Management
53
BNP Paribas Asset Management
France
$7.66M -$523K -3,716 -6%
NC
54
Nicholas Company
Wisconsin
$7.48M -$15.5K -110 -0.2%
Swiss National Bank
55
Swiss National Bank
Switzerland
$7.42M +$2.14M +15,200 +41%
Axa
56
Axa
France
$7.02M -$42.3K -300 -0.6%
California Public Employees Retirement System
57
California Public Employees Retirement System
California
$6.81M +$564K +4,003 +9%
Morgan Stanley
58
Morgan Stanley
New York
$6.67M +$850K +6,031 +15%
Victory Capital Management
59
Victory Capital Management
Texas
$6.43M -$19.7M -139,472 -75%
MSE
60
MUFG Securities EMEA
United Kingdom
$5.79M +$5.26M +37,300 +982%
Citadel Advisors
61
Citadel Advisors
Florida
$5.5M +$2.54M +17,993 +86%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$5.23M +$532K +3,776 +11%
First Trust Advisors
63
First Trust Advisors
Illinois
$4.61M +$1.27M +8,991 +38%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$4.58M +$648K +4,596 +16%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$4.34M -$373K -2,505 -8%
UBS AM
66
UBS AM
Illinois
$4.18M -$84.9K -602 -2%
UBS Group
67
UBS Group
Switzerland
$4.08M +$2.93M +20,781 +255%
AQR Capital Management
68
AQR Capital Management
Connecticut
$4.07M -$5.77M -41,207 -59%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$4.04M -$74.7K -530 -2%
Fisher Asset Management
70
Fisher Asset Management
Washington
$3.67M +$143K +1,015 +4%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$3.6M +$3.6M +25,515 New
CB
72
Commerce Bank
Missouri
$3.56M +$473K +3,355 +15%
NRCM
73
Northern Right Capital Management
Connecticut
$3.52M +$3.52M +25,000 New
CS
74
Credit Suisse
Switzerland
$3.52M +$77.4K +549 +2%
YIA
75
YHB Investment Advisors
Connecticut
$3.49M +$129K +917 +4%
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