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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
126
Johnson Investment Counsel
Ohio
$1.35M -$47.8K -206 -3%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$1.29M -$312K -1,346 -19%
T. Rowe Price Associates
128
T. Rowe Price Associates
Maryland
$1.29M -$1.74M -7,497 -57%
HighTower Advisors
129
HighTower Advisors
Illinois
$1.24M -$29.6K -128 -2%
CSS
130
Cubist Systematic Strategies
Connecticut
$1.18M -$35K -151 -3%
FMW
131
Farr Miller & Washington
District of Columbia
$1.15M +$53.3K +230 +5%
OSIA
132
O'Shares Investment Advisers
Massachusetts
$1.13M +$86.4K +373 +8%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$1.08M – – –
ELI
134
Empire Life Investments
Ontario, Canada
$1.07M +$48.4K +209 +5%
Thrivent Financial for Lutherans
135
Thrivent Financial for Lutherans
Minnesota
$1.04M – – –
HSBC Holdings
136
HSBC Holdings
United Kingdom
$1.02M +$495K +2,146 +95%
WG
137
Winton Group
United Kingdom
$1.01M -$980K -4,231 -49%
ClearBridge Investments
138
ClearBridge Investments
New York
$998K +$276K +1,192 +38%
URS
139
Utah Retirement Systems
Utah
$993K +$46.3K +200 +5%
BI
140
Berkeley Inc
Idaho
$986K +$986K +4,257 New
AB
141
Amalgamated Bank
New York
$951K -$463 -2 -0%
Mitsubishi UFJ Trust & Banking
142
Mitsubishi UFJ Trust & Banking
Japan
$946K +$134K +578 +16%
E
143
Ergoteles
New York
$929K +$581K +2,510 +167%
AFA
144
Abacus FCF Advisors
Florida
$928K -$678K -3,051 -42%
AIL
145
AGF Investments LLC
Ontario, Canada
$926K -$1.05M -4,543 -53%
AG
146
AlphaSimPlex Group
Massachusetts
$908K -$748K -3,231 -45%
ACM
147
Ashford Capital Management
Delaware
$905K +$20.6K +89 +2%
PP
148
Pegasus Partners
Wisconsin
$857K +$63K +272 +8%
GPGA
149
Grandeur Peak Global Advisors
Utah
$851K +$28.9K +125 +4%
MAM
150
Martingale Asset Management
Massachusetts
$826K -$2.94M -12,704 -78%
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