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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$1.36M 9,667 +460 +5%
AllianceBernstein
102
AllianceBernstein
Tennessee
$1.31M 9,299 -1,100 -11%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$1.29M 9,152 -5,617 -38%
TC
104
TownSquare Capital
Utah
$1.27M 8,448 +77 +0.9%
M&T Bank
105
M&T Bank
New York
$1.26M 8,924 +200 +2%
Russell Investments Group
106
Russell Investments Group
United Kingdom
$1.2M 8,541 -3,016 -26%
AC
107
Allstate Corporation
Illinois
$1.2M 8,499 +201 +2%
IAM
108
Iridian Asset Management
Connecticut
$1.19M 8,448 +8,448 New
KCM
109
Kornitzer Capital Management
Kansas
$1.18M 8,390 -835 -9%
Franklin Resources
110
Franklin Resources
California
$1.16M 7,220 -1,067 -13%
AIL
111
AGF Investments LLC
Ontario, Canada
$1.15M 8,125 +8,125 New
Treasurer of the State of North Carolina
112
Treasurer of the State of North Carolina
North Carolina
$1.12M 7,936 -169 -2%
BCIM
113
Black Creek Investment Management
Ontario, Canada
$1.07M 7,600 -1,500 -16%
Bessemer Group
114
Bessemer Group
New Jersey
$995K 7,053 -430 -6%
OAM
115
Oppenheimer Asset Management
New York
$970K 6,879 +5,547 +416%
BOS
116
Bank of Stockton
California
$919K 6,521 +1,636 +33%
BSW
117
Buckingham Strategic Wealth
Missouri
$906K 6,425 +1,433 +29%
JIC
118
Johnson Investment Counsel
Ohio
$850K 6,027 -3,005 -33%
Osaic Holdings
119
Osaic Holdings
Arizona
$800K 5,679 +748 +15%
BF
120
BOK Financial
Oklahoma
$784K 5,559 -295 -5%
HighTower Advisors
121
HighTower Advisors
Illinois
$773K 5,433 +1,455 +37%
ASRS
122
Arizona State Retirement System
Arizona
$749K 5,314 +791 +17%
Holocene Advisors
123
Holocene Advisors
New York
$749K 5,310 +5,310 New
SC
124
Sepio Capital
Utah
$736K 5,224 +794 +18%
YMRC
125
Yorktown Management & Research Company
Virginia
$705K 5,000 -1,600 -24%
3 4
5
6 7