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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RJFSA
101
Raymond James Financial Services Advisors
Florida
$1.54M 9,584 +9,584 New
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$1.45M 9,017 +5,679 +170%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.41M 8,781 -11,015 -56%
M&T Bank
104
M&T Bank
New York
$1.41M 8,749 -175 -2%
AC
105
Allstate Corporation
Illinois
$1.4M 8,737 +238 +3%
WG
106
Winton Group
United Kingdom
$1.38M 8,587 +5,620 +189%
AIL
107
AGF Investments LLC
Ontario, Canada
$1.37M 8,542 +417 +5%
OAM
108
Oppenheimer Asset Management
New York
$1.37M 8,506 +1,627 +24%
GCP
109
GSA Capital Partners
United Kingdom
$1.3M 8,117 +5,612 +224%
AFA
110
Abacus FCF Advisors
Florida
$1.3M 7,226 +2,583 +56%
Treasurer of the State of North Carolina
111
Treasurer of the State of North Carolina
North Carolina
$1.28M 7,936 – –
Rafferty Asset Management
112
Rafferty Asset Management
New York
$1.2M 7,471 +3,020 +68%
Bessemer Group
113
Bessemer Group
New Jersey
$1.16M 7,237 +184 +3%
AG
114
AlphaSimPlex Group
Massachusetts
$1.15M 7,151 +3,574 +100%
ASRS
115
Arizona State Retirement System
Arizona
$1.14M 7,102 +1,788 +34%
BOS
116
Bank of Stockton
California
$1.13M 7,024 +503 +8%
Royal Bank of Canada
117
Royal Bank of Canada
Ontario, Canada
$1.11M 6,936 +2,365 +52%
Osaic Holdings
118
Osaic Holdings
Arizona
$1.1M 6,825 +1,146 +20%
BCIM
119
Black Creek Investment Management
Ontario, Canada
$1.04M 6,500 -1,100 -14%
BSW
120
Buckingham Strategic Wealth
Missouri
$1.04M 6,496 +71 +1%
Franklin Resources
121
Franklin Resources
California
$1.01M 6,312 -908 -13%
Holocene Advisors
122
Holocene Advisors
New York
$1.01M 6,310 +1,000 +19%
SC
123
Sepio Capital
Utah
$1.01M 6,309 +1,085 +21%
JIC
124
Johnson Investment Counsel
Ohio
$968K 6,027 – –
YMRC
125
Yorktown Management & Research Company
Virginia
$964K 6,000 +1,000 +20%
3 4
5
6 7