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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 %
MSE
76
MUFG Securities EMEA
United Kingdom
$3.4M 15,100 -10,900 -42%
AI
77
Atria Investments
North Carolina
$3.24M 14,415 +1,044 +8%
US Bancorp
78
US Bancorp
Minnesota
$3.16M 14,039 -1,058 -7%
SBH
79
Segall Bryant & Hamill
Illinois
$3.13M 13,917 -13,238 -49%
RP
80
Regal Partners
Australia
$3.12M 13,864 – –
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$3.08M 13,702 +13,702 New
CI
82
Ceera Investments
Texas
$3.03M 13,472 +13,472 New
CCMINC
83
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.93M 13,034 -37 -0.3%
N
84
Natixis
France
$2.88M 12,800 +12,800 New
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.83M 12,565 +1,596 +15%
Barclays
86
Barclays
United Kingdom
$2.72M 12,086 +4,836 +67%
Skandinaviska Enskilda Banken (SEB)
87
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.59M 11,500 – –
Rafferty Asset Management
88
Rafferty Asset Management
New York
$2.45M 10,901 +1,934 +22%
Russell Investments Group
89
Russell Investments Group
United Kingdom
$2.37M 10,550 -4,672 -31%
AllianceBernstein
90
AllianceBernstein
Tennessee
$2.3M 10,235 +116 +1%
BMSSC
91
B. Metzler seel. Sohn & Co
Germany
$2.26M 10,032 – –
Deutsche Bank
92
Deutsche Bank
Germany
$2.26M 10,030 -2,987 -23%
BRCM
93
Bright Rock Capital Management
Massachusetts
$2.25M 10,000 – –
Tudor Investment Corp
94
Tudor Investment Corp
Connecticut
$2.2M 9,782 -1,224 -11%
Bessemer Group
95
Bessemer Group
New Jersey
$2.11M 9,396 -4,239 -31%
UBS Group
96
UBS Group
Switzerland
$2.11M 9,386 -9,545 -50%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$2.1M 9,319 +7,701 +476%
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
$2.06M 9,137 -8,903 -49%
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1.99M 8,863 -9,760 -52%
OAM
100
Oppenheimer Asset Management
New York
$1.97M 8,760 +255 +3%
2 3
4
5 6