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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 %
NC
51
Nicholas Company
Wisconsin
$9.65M 42,875 -10,125 -19%
UBS AM
52
UBS AM
Illinois
$8.77M 38,960 +594 +2%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$8.71M 38,700 -44 -0.1%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$8.3M 36,888 -17,979 -33%
SLG
55
Stanley-Laman Group
Pennsylvania
$7.37M 32,761 +30,104 +1,133%
CS
56
Credit Suisse
Switzerland
$7.34M 32,611 +3,838 +13%
Nordea Investment Management
57
Nordea Investment Management
Sweden
$7.2M 31,790 -1,542 -5%
Victory Capital Management
58
Victory Capital Management
Texas
$7.19M 31,954 -10,284 -24%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$6.37M 28,323 -2,212 -7%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$6.33M 28,121 -620 -2%
AQR Capital Management
61
AQR Capital Management
Connecticut
$6.14M 27,269 +8,626 +46%
Citadel Advisors
62
Citadel Advisors
Florida
$5.95M 26,425 +16,706 +172%
Citigroup
63
Citigroup
New York
$5.65M 25,095 +9,107 +57%
YIA
64
YHB Investment Advisors
Connecticut
$5.58M 23,518 +470 +2%
Fisher Asset Management
65
Fisher Asset Management
Washington
$5.46M 24,247 -108 -0.4%
Franklin Resources
66
Franklin Resources
California
$5.26M 23,389 -128 -0.5%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$5.05M 21,648 -5,676 -21%
EVM
68
Eaton Vance Management
Massachusetts
$4.83M 21,444 +6,196 +41%
CB
69
Commerce Bank
Missouri
$4.47M 19,853 -2,903 -13%
Daiwa Securities Group
70
Daiwa Securities Group
Japan
$4.35M 19,307 -4,200 -18%
SAA
71
Southeast Asset Advisors
Georgia
$3.98M 17,672 +6,800 +63%
Stifel Financial
72
Stifel Financial
Missouri
$3.92M 17,419 -397 -2%
Legal & General Group
73
Legal & General Group
United Kingdom
$3.91M 17,365 +417 +2%
TC
74
TownSquare Capital
Utah
$3.78M 16,792 +363 +2%
MGWM
75
Marks Group Wealth Management
Minnesota
$3.73M 16,551 +63 +0.4%
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