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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$696K +$574K +4,070 +471%
AFA
127
Abacus FCF Advisors
Florida
$677K -$400K -2,740 -37%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$659K +$659K +4,672 New
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$645K -$70.7K -501 -10%
DTL
130
Dynamic Technology Lab
Singapore
$644K +$644K +4,566 New
FMW
131
Farr Miller & Washington
District of Columbia
$631K -$12.7K -90 -2%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$627K +$627K +4,451 New
ELI
133
Empire Life Investments
Ontario, Canada
$624K -$1.55K -11 -0.2%
Two Sigma Advisers
134
Two Sigma Advisers
New York
$620K -$183K -1,300 -23%
NA
135
NewEdge Advisors
Louisiana
$620K +$170K +1,203 +38%
SRAM
136
Stone Ridge Asset Management
New York
$600K -$706K -5,010 -54%
AB
137
Amalgamated Bank
New York
$592K -$132K -936 -18%
Two Sigma Investments
138
Two Sigma Investments
New York
$588K +$588K +4,172 New
GVAG
139
Great Valley Advisor Group
Delaware
$583K -$324K -2,298 -36%
URS
140
Utah Retirement Systems
Utah
$576K +$56.4K +400 +11%
RAM
141
Redmond Asset Management
Virginia
$561K +$561K +3,980 New
RJA
142
Raymond James & Associates
Florida
$515K -$175K -1,243 -25%
PP
143
Pegasus Partners
Wisconsin
$509K -$45.5K -323 -8%
AG
144
AlphaSimPlex Group
Massachusetts
$504K +$504K +3,577 New
ASN
145
Advisory Services Network
Georgia
$482K -$11.1K -79 -2%
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
$471K -$780K -5,531 -62%
ACM
147
Ashford Capital Management
Delaware
$464K -$360K -2,555 -44%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$460K – – –
FIM
149
Freedom Investment Management
Connecticut
$459K +$64.3K +456 +16%
WG
150
Winton Group
United Kingdom
$418K -$2.21M -15,702 -84%
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