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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
101
AllianceBernstein
Tennessee
$2.34M 10,119 +100 +1%
BRCM
102
Bright Rock Capital Management
Massachusetts
$2.32M 10,000 – –
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$2.3M 10,032 +10,032 New
Citadel Advisors
104
Citadel Advisors
Florida
$2.25M 9,719 -53,823 -85%
Rafferty Asset Management
105
Rafferty Asset Management
New York
$2.08M 8,967 +1,496 +20%
Neuberger Berman Group
106
Neuberger Berman Group
New York
$2.02M 8,782 -947 -10%
M&T Bank
107
M&T Bank
New York
$1.98M 8,574 -175 -2%
OAM
108
Oppenheimer Asset Management
New York
$1.97M 8,505 -1 -0%
KIC
109
Kensington Investment Counsel
California
$1.89M 8,173 +8,173 New
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$1.84M 7,956 +20 +0.3%
SO
111
STRS Ohio
Ohio
$1.79M 7,721 +7,721 New
AC
112
Allstate Corporation
Illinois
$1.78M 7,701 -1,036 -12%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.73M 7,449 -55,015 -88%
Barclays
114
Barclays
United Kingdom
$1.68M 7,250 +7,164 +8,330%
Vontobel Holding
115
Vontobel Holding
Switzerland
$1.62M 7,000 +7,000 New
ASRS
116
Arizona State Retirement System
Arizona
$1.59M 6,846 -256 -4%
Ensign Peak Advisors
117
Ensign Peak Advisors
Utah
$1.56M 6,723 +2,403 +56%
SC
118
Sepio Capital
Utah
$1.54M 6,654 +345 +5%
BSW
119
Buckingham Strategic Wealth
Missouri
$1.45M 6,242 -254 -4%
BOS
120
Bank of Stockton
California
$1.43M 6,186 -838 -12%
Osaic Holdings
121
Osaic Holdings
Arizona
$1.42M 6,126 -699 -10%
RAM
122
Redmond Asset Management
Virginia
$1.41M 6,075 +2,082 +52%
YMRC
123
Yorktown Management & Research Company
Virginia
$1.39M 6,000 – –
BCIM
124
Black Creek Investment Management
Ontario, Canada
$1.37M 5,900 -600 -9%
Squarepoint
125
Squarepoint
New York
$1.36M 5,862 +2,259 +63%
3 4
5
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