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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$239M
3
ESCM
3
Echo Street Capital Management
New York
$143M
4
LP
4
LMR Partners
United Kingdom
$17.7M
5
2
5
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
First Trust Advisors
51
First Trust Advisors
Illinois
$11.8M 45,601 -2,982 -6%
KCM
52
Kornitzer Capital Management
Kansas
$11.4M 44,165 -1,490 -3%
2
53
2Xideas
Switzerland
$11.2M 43,194 +43,194 New
UBS AM
54
UBS AM
Illinois
$10.9M 41,902 +897 +2%
PAM
55
Panagora Asset Management
Massachusetts
$10.8M 41,615 +39,441 +1,814%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$10.3M 39,708 -915 -2%
Man Group
57
Man Group
United Kingdom
$10.1M 38,855 -5,095 -12%
Nordea Investment Management
58
Nordea Investment Management
Sweden
$9.43M 35,270 -79 -0.2%
NC
59
Nicholas Company
Wisconsin
$9.13M 35,245 +20 +0.1%
SBH
60
Segall Bryant & Hamill
Illinois
$9.13M 35,248 +133 +0.4%
SLG
61
Stanley-Laman Group
Pennsylvania
$9.04M 34,913 +1,319 +4%
CS
62
Credit Suisse
Switzerland
$7.94M 30,657 +41 +0.1%
Daiwa Securities Group
63
Daiwa Securities Group
Japan
$7.93M 30,595 +5,105 +20%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$7.72M 27,934 +4,929 +21%
Victory Capital Management
65
Victory Capital Management
Texas
$7.53M 29,087 -1,368 -4%
Asset Management One
66
Asset Management One
Japan
$7.25M 27,737 +27,737 New
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$7.24M 27,943 -3,534 -11%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$7.06M 27,272 -481 -2%
SAA
69
Southeast Asset Advisors
Georgia
$6.47M 24,958 +5,494 +28%
Fisher Asset Management
70
Fisher Asset Management
Washington
$6.31M 24,362 – –
BNP Paribas Asset Management
71
BNP Paribas Asset Management
France
$6.14M 23,685 -13,203 -36%
YIA
72
YHB Investment Advisors
Connecticut
$5.99M 23,113 -236 -1%
UOC
73
UBS O'Connor
Illinois
$5.94M 22,946 +22,946 New
Citigroup
74
Citigroup
New York
$5.85M 22,602 -3,015 -12%
Legal & General Group
75
Legal & General Group
United Kingdom
$5.68M 21,913 +3,519 +19%
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