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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$935M
2
PIMC
2
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
3
Echo Street Capital Management
New York
$115M
4
State Street
4
State Street
Massachusetts
$89.8M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
2
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$4.65M +$2.67M +10,374 +135%
TC
77
TownSquare Capital
Utah
$4.64M +$328K +1,278 +8%
Jennison Associates
78
Jennison Associates
New York
$4.51M +$4.51M +17,544 New
Stifel Financial
79
Stifel Financial
Missouri
$4.45M -$26K -101 -0.6%
MGWM
80
Marks Group Wealth Management
Minnesota
$4.2M -$65.7K -255 -2%
Franklin Resources
81
Franklin Resources
California
$4M -$2.01M -7,826 -33%
AI
82
Atria Investments
North Carolina
$3.94M +$238K +926 +6%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$3.8M +$2.93M +11,399 +337%
Deutsche Bank
84
Deutsche Bank
Germany
$3.69M +$1.11M +4,315 +43%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
85
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.61M +$2.83M +11,010 +361%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.6M +$368K +1,430 +11%
US Bancorp
87
US Bancorp
Minnesota
$3.52M -$92.1K -358 -3%
CI
88
Ceera Investments
Texas
$3.46M -$1.29K -5 -0%
Rafferty Asset Management
89
Rafferty Asset Management
New York
$3.41M +$603K +2,345 +22%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$3.39M +$3.39M +13,191 New
Barclays
91
Barclays
United Kingdom
$3.27M +$161K +625 +5%
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$3.23M -$293K -1,138 -8%
CCMINC
93
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.1M -$249K -967 -7%
UBS Group
94
UBS Group
Switzerland
$3.04M +$624K +2,427 +26%
SOADOR
95
State of Alaska Department of Revenue
Alaska
$2.98M +$587K +2,284 +25%
AllianceBernstein
96
AllianceBernstein
Tennessee
$2.86M +$233K +906 +9%
Citadel Advisors
97
Citadel Advisors
Florida
$2.85M -$3.95M -15,358 -58%
Envestnet Asset Management
98
Envestnet Asset Management
Illinois
$2.74M +$457K +1,777 +20%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$2.71M +$1.3M +5,053 +92%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$2.61M +$470K +1,830 +22%
2 3
4
5 6