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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 Market Value Shares Shares
Change 		Shares
Change %
Man Group
76
Man Group
United Kingdom
$3.27M 23,186 +21,142 +1,034%
William Blair & Company
77
William Blair & Company
Illinois
$3.24M 22,952 -1,652 -7%
Envestnet Asset Management
78
Envestnet Asset Management
Illinois
$3.19M 22,599 +2,602 +13%
Ohio Public Employees Retirement System (OPERS)
79
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.79M 19,796 -10,360 -34%
Stifel Financial
80
Stifel Financial
Missouri
$2.73M 19,333 +1,935 +11%
Daiwa Securities Group
81
Daiwa Securities Group
Japan
$2.57M 22,107 – –
Citigroup
82
Citigroup
New York
$2.5M 17,701 +7,674 +77%
Deutsche Bank
83
Deutsche Bank
Germany
$2.45M 17,350 -23 -0.1%
Legal & General Group
84
Legal & General Group
United Kingdom
$2.43M 17,224 -366 -2%
Ameriprise
85
Ameriprise
Minnesota
$2.28M 16,181 +54 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
86
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.21M 15,700 -2,300 -13%
US Bancorp
87
US Bancorp
Minnesota
$2.2M 15,633 -1,059 -6%
MGWM
88
Marks Group Wealth Management
Minnesota
$2.18M 15,369 +5,968 +63%
T. Rowe Price Associates
89
T. Rowe Price Associates
Maryland
$2.09M 14,795 -4,704 -24%
Barclays
90
Barclays
United Kingdom
$2.07M 14,650 +14,250 +3,563%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$2.06M 14,633 -740 -5%
ECM
92
ExodusPoint Capital Management
New York
$1.93M 13,719 +13,719 New
CCMINC
93
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.81M 12,809 +648 +5%
MSL
94
Mackay Shields LLC
New York
$1.77M 12,558 -328 -3%
AL
95
AJO LP
Pennsylvania
$1.77M 12,551 +10,833 +631%
AI
96
Atria Investments
North Carolina
$1.76M 12,493 +12,493 New
OSIA
97
O'Shares Investment Advisers
Massachusetts
$1.68M 11,928 +11,928 New
Skandinaviska Enskilda Banken (SEB)
98
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.62M 11,500 +11,500 New
SBH
99
Segall Bryant & Hamill
Illinois
$1.58M 11,175 +823 +8%
BRCM
100
Bright Rock Capital Management
Massachusetts
$1.41M 10,000 +10,000 New
2 3
4
5 6