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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIC
101
Kensington Investment Counsel
California
$1.97M 8,762 +589 +7%
T. Rowe Price Associates
102
T. Rowe Price Associates
Maryland
$1.87M 8,310 +2,736 +49%
William Blair & Company
103
William Blair & Company
Illinois
$1.86M 8,241 -4,475 -35%
Voloridge Investment Management
104
Voloridge Investment Management
Florida
$1.82M 8,067 -5,224 -39%
M&T Bank
105
M&T Bank
New York
$1.8M 8,001 -573 -7%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$1.79M 7,936 -20 -0.3%
CSS
107
Cubist Systematic Strategies
Connecticut
$1.75M 7,796 +2,685 +53%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$1.74M 7,712 -22,185 -74%
Impax Asset Management Group
109
Impax Asset Management Group
United Kingdom
$1.69M 7,488 +7,488 New
Neuberger Berman Group
110
Neuberger Berman Group
New York
$1.67M 7,462 -1,320 -15%
Squarepoint
111
Squarepoint
New York
$1.64M 7,302 +1,440 +25%
ACM
112
AlphaCrest Capital Management
New York
$1.58M 7,018 +5,974 +572%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$1.58M 7,008 -441 -6%
Vontobel Holding
114
Vontobel Holding
Switzerland
$1.58M 7,000 – –
AC
115
Allstate Corporation
Illinois
$1.56M 6,939 -762 -10%
ASRS
116
Arizona State Retirement System
Arizona
$1.54M 6,858 +12 +0.2%
SC
117
Sepio Capital
Utah
$1.54M 6,840 +186 +3%
BOS
118
Bank of Stockton
California
$1.49M 6,625 +439 +7%
PAG
119
Private Advisor Group
New Jersey
$1.42M 6,296 +6,296 New
PCA
120
Pallas Capital Advisors
Massachusetts
$1.41M 5,548 +5,548 New
BSW
121
Buckingham Strategic Wealth
Missouri
$1.4M 6,224 -18 -0.3%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$1.39M 6,155 +2,935 +91%
HighTower Advisors
123
HighTower Advisors
Illinois
$1.38M 6,113 +743 +14%
RAM
124
Redmond Asset Management
Virginia
$1.37M 6,075 – –
YMRC
125
Yorktown Management & Research Company
Virginia
$1.35M 6,000 – –
3 4
5
6 7