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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$239M
3
ESCM
3
Echo Street Capital Management
New York
$143M
4
LP
4
LMR Partners
United Kingdom
$17.7M
5
2
5
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Jennison Associates
76
Jennison Associates
New York
$5.29M 20,436 +2,892 +16%
CB
77
Commerce Bank
Missouri
$4.79M 18,510 -1,155 -6%
Franklin Resources
78
Franklin Resources
California
$4.73M 18,275 +2,712 +17%
Deutsche Bank
79
Deutsche Bank
Germany
$4.69M 18,108 +3,763 +26%
TC
80
TownSquare Capital
Utah
$4.69M 18,090 +20 +0.1%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$4.48M 17,280 -806 -4%
Stifel Financial
82
Stifel Financial
Missouri
$4.42M 17,062 -256 -1%
MGWM
83
Marks Group Wealth Management
Minnesota
$4.15M 16,007 -289 -2%
HSBC Holdings
84
HSBC Holdings
United Kingdom
$3.68M 14,106 -674 -5%
Ohio Public Employees Retirement System (OPERS)
85
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.59M 13,863 -132 -0.9%
CI
86
Ceera Investments
Texas
$3.48M 13,437 -30 -0.2%
US Bancorp
87
US Bancorp
Minnesota
$3.48M 13,415 -266 -2%
Jane Street
88
Jane Street
New York
$3.45M 13,324 +13,324 New
AQR Capital Management
89
AQR Capital Management
Connecticut
$3.4M 13,106 -7,929 -38%
State of New Jersey Common Pension Fund D
90
State of New Jersey Common Pension Fund D
New Jersey
$3.29M 12,710 -481 -4%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$3.14M 12,140 +6,498 +115%
CCMINC
92
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.13M 12,093 +26 +0.2%
Barclays
93
Barclays
United Kingdom
$3.09M 11,909 -802 -6%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$3.04M 11,721 +118 +1%
AI
95
Atria Investments
North Carolina
$3.02M 11,660 -3,681 -24%
Envestnet Asset Management
96
Envestnet Asset Management
Illinois
$2.93M 11,307 +667 +6%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$2.92M 11,287 +732 +7%
Rafferty Asset Management
98
Rafferty Asset Management
New York
$2.91M 11,230 -2,016 -15%
AllianceBernstein
99
AllianceBernstein
Tennessee
$2.83M 10,931 -210 -2%
BMSSC
100
B. Metzler seel. Sohn & Co
Germany
$2.76M 10,642 +789 +8%
2 3
4
5 6