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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 Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$3.34M +$499K +3,104 +18%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$3M -$1.1M -6,848 -27%
Legal & General Group
78
Legal & General Group
United Kingdom
$2.97M +$201K +1,251 +7%
Stifel Financial
79
Stifel Financial
Missouri
$2.93M -$174K -1,083 -6%
AQR Capital Management
80
AQR Capital Management
Connecticut
$2.82M -$1.83M -11,433 -39%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
81
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.71M +$185K +1,149 +7%
Ameriprise
82
Ameriprise
Minnesota
$2.66M +$63.6K +396 +2%
MAM
83
Martingale Asset Management
Massachusetts
$2.61M -$13.7M -85,344 -84%
MGWM
84
Marks Group Wealth Management
Minnesota
$2.58M +$112K +700 +5%
Bank of Nova Scotia
85
Bank of Nova Scotia
Ontario, Canada
$2.54M -$7.95M -49,516 -76%
US Bancorp
86
US Bancorp
Minnesota
$2.52M +$4.18K +26 +0.2%
Deutsche Bank
87
Deutsche Bank
Germany
$2.16M -$626K -3,901 -22%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$2.1M -$277K -1,724 -12%
CCMINC
89
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.1M +$40.3K +251 +2%
AI
90
Atria Investments
North Carolina
$2.09M +$84.5K +526 +4%
D.E. Shaw & Co
91
D.E. Shaw & Co
New York
$2.09M -$263K -1,636 -11%
TC
92
TownSquare Capital
Utah
$2.03M +$633K +3,818 +45%
IAM
93
Iridian Asset Management
Connecticut
$1.87M +$508K +3,162 +37%
Skandinaviska Enskilda Banken (SEB)
94
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.85M – – –
Russell Investments Group
95
Russell Investments Group
United Kingdom
$1.74M +$373K +2,328 +27%
Balyasny Asset Management
96
Balyasny Asset Management
Illinois
$1.69M +$1.69M +10,498 New
Assenagon Asset Management
97
Assenagon Asset Management
Luxembourg
$1.68M +$1.68M +10,485 New
AllianceBernstein
98
AllianceBernstein
Tennessee
$1.61M +$116K +720 +8%
BRCM
99
Bright Rock Capital Management
Massachusetts
$1.61M – – –
Neuberger Berman Group
100
Neuberger Berman Group
New York
$1.56M +$9.92K +62 +0.6%
2 3
4
5 6