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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 Holding Trade Value Shares
Change 		Shares
Change %
Swiss National Bank
51
Swiss National Bank
Switzerland
$12.3M – – –
NC
52
Nicholas Company
Wisconsin
$12.3M -$1.16K -5 -0%
Arrowstreet Capital
53
Arrowstreet Capital
Massachusetts
$11.6M -$3.91M -16,890 -25%
TG
54
TCW Group
California
$11.1M +$11.1M +47,759 New
KCM
55
Kornitzer Capital Management
Kansas
$10.8M -$40.5K -175 -0.4%
Victory Capital Management
56
Victory Capital Management
Texas
$9.78M -$1.24M -5,347 -11%
California State Teachers Retirement System (CalSTRS)
57
California State Teachers Retirement System (CalSTRS)
California
$8.97M +$186K +803 +2%
UBS AM
58
UBS AM
Illinois
$8.88M +$2.11M +9,103 +31%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$7.72M -$177K -763 -2%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$7.07M -$189K -816 -3%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$6.92M +$1.47M +6,366 +27%
CS
62
Credit Suisse
Switzerland
$6.66M +$873K +3,772 +15%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$6.66M +$28K +121 +0.4%
WRF
64
Waddell & Reed Financial
Kansas
$6.57M -$8.43M -36,411 -56%
SBH
65
Segall Bryant & Hamill
Illinois
$6.29M +$413K +1,784 +7%
PFM
66
Premier Fund Managers
United Kingdom
$6.2M -$5.24M -22,860 -46%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$6.18M -$709K -3,133 -10%
Bank of Nova Scotia
68
Bank of Nova Scotia
Ontario, Canada
$6.09M +$2.42M +10,470 +66%
MSE
69
MUFG Securities EMEA
United Kingdom
$6.02M +$6.02M +26,000 New
Two Sigma Investments
70
Two Sigma Investments
New York
$5.81M +$4.49M +19,377 +339%
Fisher Asset Management
71
Fisher Asset Management
Washington
$5.64M -$431K -1,863 -7%
Franklin Resources
72
Franklin Resources
California
$5.45M +$3.99M +17,205 +273%
Daiwa Securities Group
73
Daiwa Securities Group
Japan
$5.44M -$880K -3,800 -14%
YIA
74
YHB Investment Advisors
Connecticut
$5.34M -$61.4K -265 -1%
CB
75
Commerce Bank
Missouri
$5.27M -$817K -3,526 -13%
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