MORN icon

Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$129M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$197M
4
ECM
4
Engle Capital Management
Connecticut
$23.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.1M
2
Millennium Management
2
Millennium Management
New York
$43.1M
3
ACM
3
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
YIA
76
YHB Investment Advisors
Connecticut
$7.87M -$30.8K -90 -0.4%
Legal & General Group
77
Legal & General Group
United Kingdom
$7.61M +$112K +327 +1%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$6.97M +$6.24M +18,250 +862%
Citigroup
79
Citigroup
New York
$6.87M -$857K -2,505 -11%
Franklin Resources
80
Franklin Resources
California
$6.78M +$534K +1,561 +9%
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$6.72M +$806K +2,356 +14%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.69M +$6.69M +19,562 New
Fisher Asset Management
83
Fisher Asset Management
Washington
$6.35M -$1.98M -5,802 -24%
TC
84
TownSquare Capital
Utah
$6.07M -$115K -335 -2%
Stifel Financial
85
Stifel Financial
Missouri
$5.73M -$105K -308 -2%
UBS Group
86
UBS Group
Switzerland
$5.65M +$3.18M +9,301 +129%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$5.43M +$3.29M +9,638 +154%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$5.41M +$2.57M +7,500 +90%
MGWM
89
Marks Group Wealth Management
Minnesota
$5.36M -$89.2K -262 -2%
CA
90
Capitolis Advisors
New York
$5.33M +$5.3M +15,485 +13,950%
CB
91
Commerce Bank
Missouri
$4.68M -$1.65M -4,820 -26%
US Bancorp
92
US Bancorp
Minnesota
$4.58M -$6.84K -20 -0.1%
State of New Jersey Common Pension Fund D
93
State of New Jersey Common Pension Fund D
New Jersey
$4.53M +$185K +542 +4%
Ohio Public Employees Retirement System (OPERS)
94
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.53M -$211K -616 -4%
CI
95
Ceera Investments
Texas
$4.52M -$75.2K -220 -2%
National Bank of Canada
96
National Bank of Canada
Quebec, Canada
$4.49M +$4.49M +13,185 New
Rafferty Asset Management
97
Rafferty Asset Management
New York
$4.22M +$380K +1,111 +10%
CCMINC
98
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.05M -$85.5K -250 -2%
AQR Capital Management
99
AQR Capital Management
Connecticut
$4.01M -$469K -1,372 -10%
SOADOR
100
State of Alaska Department of Revenue
Alaska
$3.93M -$82.1K -240 -2%
2 3
4
5 6