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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 Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$4.38M 18,931 -13,729 -42%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$4.31M 18,623 -4,310 -19%
AQR Capital Management
78
AQR Capital Management
Connecticut
$4.26M 18,643 +1,000 +6%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$4.18M 18,040 +5,043 +39%
Stifel Financial
80
Stifel Financial
Missouri
$4.13M 17,816 -434 -2%
Legal & General Group
81
Legal & General Group
United Kingdom
$3.92M 16,948 -1,527 -8%
MGWM
82
Marks Group Wealth Management
Minnesota
$3.82M 16,488 +419 +3%
TC
83
TownSquare Capital
Utah
$3.8M 16,429 +4,163 +34%
Citigroup
84
Citigroup
New York
$3.7M 15,988 -4,817 -23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.64M 15,700 -1,149 -7%
EVM
86
Eaton Vance Management
Massachusetts
$3.53M 15,248 +15,248 New
Russell Investments Group
87
Russell Investments Group
United Kingdom
$3.52M 15,222 +4,353 +40%
US Bancorp
88
US Bancorp
Minnesota
$3.5M 15,097 -562 -4%
RP
89
Regal Partners
Australia
$3.21M 13,864 +13,864 New
Bessemer Group
90
Bessemer Group
New Jersey
$3.16M 13,635 +6,398 +88%
AI
91
Atria Investments
North Carolina
$3.1M 13,371 +352 +3%
Voloridge Investment Management
92
Voloridge Investment Management
Florida
$3.08M 13,291 +13,291 New
CCMINC
93
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.03M 13,071 +11 +0.1%
Deutsche Bank
94
Deutsche Bank
Germany
$3.01M 13,017 -432 -3%
William Blair & Company
95
William Blair & Company
Illinois
$2.95M 12,716 -9,797 -44%
Skandinaviska Enskilda Banken (SEB)
96
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.66M 11,500 – –
Ameriprise
97
Ameriprise
Minnesota
$2.66M 11,482 -5,095 -31%
Tudor Investment Corp
98
Tudor Investment Corp
Connecticut
$2.55M 11,006 +11,006 New
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.54M 10,969 +2,188 +25%
SAA
100
Southeast Asset Advisors
Georgia
$2.52M 10,872 +10,872 New
2 3
4
5 6