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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
126
Two Sigma Investments
New York
$917K +$247K +1,539 +37%
HighTower Advisors
127
HighTower Advisors
Illinois
$879K +$10.4K +65 +1%
CSS
128
Cubist Systematic Strategies
Connecticut
$845K +$845K +5,262 New
FMW
129
Farr Miller & Washington
District of Columbia
$759K +$39.5K +246 +5%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$750K – – –
NA
131
NewEdge Advisors
Louisiana
$748K +$41.6K +259 +6%
OSIA
132
O'Shares Investment Advisers
Massachusetts
$727K -$1.19M -7,404 -62%
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$724K +$200K +1,246 +38%
ELI
134
Empire Life Investments
Ontario, Canada
$711K – – –
Ensign Peak Advisors
135
Ensign Peak Advisors
Utah
$693K +$693K +4,320 New
Jane Street
136
Jane Street
New York
$691K +$691K +4,306 New
AB
137
Amalgamated Bank
New York
$660K -$14.6K -91 -2%
URS
138
Utah Retirement Systems
Utah
$657K – – –
RAM
139
Redmond Asset Management
Virginia
$641K +$2.09K +13 +0.3%
ACM
140
Ashford Capital Management
Delaware
$613K +$84.4K +526 +16%
GVAG
141
Great Valley Advisor Group
Delaware
$586K -$77.5K -483 -12%
Squarepoint
142
Squarepoint
New York
$579K +$579K +3,603 New
ASN
143
Advisory Services Network
Georgia
$571K +$21.1K +131 +4%
GPGA
144
Grandeur Peak Global Advisors
Utah
$570K +$161K +1,000 +39%
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$563K +$563K +3,505 New
PP
146
Pegasus Partners
Wisconsin
$551K -$29.9K -186 -5%
FIM
147
Freedom Investment Management
Connecticut
$531K +$8.67K +54 +2%
ClearBridge Investments
148
ClearBridge Investments
New York
$501K +$501K +3,117 New
APA
149
American Portfolios Advisors
New York
$491K +$487K +3,033 +13,786%
BFS
150
Bradley Foster & Sargent
Connecticut
$485K +$485K +3,021 New
4 5
6
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