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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$239M
3
ESCM
3
Echo Street Capital Management
New York
$143M
4
LP
4
LMR Partners
United Kingdom
$17.7M
5
2
5
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
101
Pallas Capital Advisors
Massachusetts
$2.72M +$725K +2,331 +36%
GKFF
102
George Kaiser Family Foundation
Oklahoma
$2.66M +$94K +363 +4%
BRCM
103
Bright Rock Capital Management
Massachusetts
$2.59M – – –
SSA
104
Schonfeld Strategic Advisors
New York
$2.54M +$2.08M +8,014 +445%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$2.48M -$144K -557 -5%
Citadel Advisors
106
Citadel Advisors
Florida
$2.48M -$387K -1,494 -13%
OAM
107
Oppenheimer Asset Management
New York
$2.47M +$164K +633 +7%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$2.39M +$391K +1,517 +20%
N
109
Natixis
France
$2.36M -$2.49M -9,600 -51%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
110
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.36M -$1.28M -4,956 -35%
Squarepoint
111
Squarepoint
New York
$2.27M +$263K +1,016 +13%
Qube Research & Technologies (QRT)
112
Qube Research & Technologies (QRT)
United Kingdom
$2.26M -$999K -3,857 -31%
Treasurer of the State of North Carolina
113
Treasurer of the State of North Carolina
North Carolina
$2.18M +$74.8K +289 +4%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$2.16M -$2.98M -11,519 -58%
FIM
115
Freedom Investment Management
Connecticut
$2.13M +$634K +2,448 +42%
M&T Bank
116
M&T Bank
New York
$2.13M -$22.5K -87 -1%
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$2.09M +$414K +1,599 +25%
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
$2.05M +$622K +2,401 +44%
Bessemer Group
119
Bessemer Group
New Jersey
$1.98M +$308K +1,187 +18%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.97M -$37.3K -144 -2%
William Blair & Company
121
William Blair & Company
Illinois
$1.92M – – –
UBS Group
122
UBS Group
Switzerland
$1.87M -$1.19M -4,588 -39%
Voloridge Investment Management
123
Voloridge Investment Management
Florida
$1.84M +$620K +2,392 +51%
DF
124
Donoghue Forlines
Massachusetts
$1.82M +$1.82M +7,033 New
Vontobel Holding
125
Vontobel Holding
Switzerland
$1.81M – – –
3 4
5
6 7