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Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$129M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$197M
4
ECM
4
Engle Capital Management
Connecticut
$23.8M
5
Ameriprise
5
Ameriprise
Minnesota
$16.6M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.1M
2
Millennium Management
2
Millennium Management
New York
$43.1M
3
ACM
3
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$3.84M +$1.24M +3,626 +48%
Envestnet Asset Management
102
Envestnet Asset Management
Illinois
$3.71M -$155K -452 -4%
Jennison Associates
103
Jennison Associates
New York
$3.58M -$3.41M -9,976 -49%
OAM
104
Oppenheimer Asset Management
New York
$3.56M +$293K +856 +9%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$3.56M +$401K +1,177 +13%
GKFF
106
George Kaiser Family Foundation
Oklahoma
$3.52M – – –
BRCM
107
Bright Rock Capital Management
Massachusetts
$3.42M – – –
KIC
108
Kensington Investment Counsel
California
$3.41M +$3.41M +9,980 New
AllianceBernstein
109
AllianceBernstein
Tennessee
$3.32M -$418K -1,223 -11%
AI
110
Atria Investments
North Carolina
$3.27M -$716K -2,093 -18%
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$3.18M -$97.8K -286 -3%
N
112
Natixis
France
$3.11M – – –
Barclays
113
Barclays
United Kingdom
$3.08M -$990K -2,895 -24%
CWM
114
CIBC World Markets
New York
$3.08M +$3.08M +9,000 New
BMSSC
115
B. Metzler seel. Sohn & Co
Germany
$2.95M -$690K -2,018 -19%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$2.9M +$17.1K +50 +0.6%
BPGAM
117
BTG Pactual Global Asset Management
Bermuda
$2.88M +$2.88M +8,427 New
Deutsche Bank
118
Deutsche Bank
Germany
$2.86M -$3.33M -9,748 -54%
ACM
119
Alamar Capital Management
California
$2.86M +$2.86M +8,359 New
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$2.85M +$92K +269 +3%
SSA
121
Schonfeld Strategic Advisors
New York
$2.84M -$520K -1,521 -15%
Aviva
122
Aviva
United Kingdom
$2.74M +$663K +1,938 +32%
M&T Bank
123
M&T Bank
New York
$2.71M -$92.3K -270 -3%
Bessemer Group
124
Bessemer Group
New Jersey
$2.69M +$73.9K +216 +3%
HighTower Advisors
125
HighTower Advisors
Illinois
$2.68M +$1.64M +4,809 +158%
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5
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