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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 %
Swiss National Bank
51
Swiss National Bank
Switzerland
$8.56M 53,300 +700 +1%
NC
52
Nicholas Company
Wisconsin
$8.51M 53,005 -35 -0.1%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$7.99M 49,733 +1,393 +3%
PFM
54
Premier Fund Managers
United Kingdom
$7.95M 49,910 -18,980 -28%
Morgan Stanley
55
Morgan Stanley
New York
$7.73M 48,144 +803 +2%
Victory Capital Management
56
Victory Capital Management
Texas
$7.64M 47,585 +1,963 +4%
KCM
57
Kornitzer Capital Management
Kansas
$7.54M 46,940 +38,550 +459%
IGM
58
Incline Global Management
New York
$7.47M 46,489 +46,489 New
Man Group
59
Man Group
United Kingdom
$6.48M 40,322 +17,136 +74%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$6.09M 37,941 +847 +2%
Nordea Investment Management
61
Nordea Investment Management
Sweden
$5.45M 34,095 -33,439 -50%
UBS Group
62
UBS Group
Switzerland
$5.25M 32,660 +3,714 +13%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$5.05M 30,457 +1,300 +4%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$5.04M 31,351 -1,143 -4%
UBS AM
65
UBS AM
Illinois
$4.7M 29,263 -414 -1%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$4.6M 28,620 – –
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$4.39M 27,307 +5,200 +24%
CB
68
Commerce Bank
Missouri
$4.22M 26,282 +1,043 +4%
Fisher Asset Management
69
Fisher Asset Management
Washington
$4.21M 26,218 +153 +0.6%
SBH
70
Segall Bryant & Hamill
Illinois
$4.07M 25,371 +14,196 +127%
CS
71
Credit Suisse
Switzerland
$4.02M 25,001 +13 +0.1%
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$3.78M 23,531 +23,531 New
YIA
73
YHB Investment Advisors
Connecticut
$3.74M 23,313 -1,468 -6%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$3.68M 22,933 +334 +1%
William Blair & Company
75
William Blair & Company
Illinois
$3.62M 22,513 -439 -2%
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