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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
126
Canada Pension Plan Investment Board
Ontario, Canada
$1.35M 6,000 +6,000 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$1.31M 5,823 +2,310 +66%
Truist Financial
128
Truist Financial
North Carolina
$1.29M 5,717 +3,150 +123%
Royal Bank of Canada
129
Royal Bank of Canada
Ontario, Canada
$1.24M 5,502 -88 -2%
BCIM
130
Black Creek Investment Management
Ontario, Canada
$1.19M 5,300 -600 -10%
ELI
131
Empire Life Investments
Ontario, Canada
$1.19M 5,268 +630 +14%
FMW
132
Farr Miller & Washington
District of Columbia
$1.18M 5,236 +280 +6%
JIC
133
Johnson Investment Counsel
Ohio
$1.18M 5,231 -590 -10%
NIPH
134
NN Investment Partners Holdings
Netherlands
$1.17M 5,185 +5,185 New
IAM
135
Iridian Asset Management
Connecticut
$1.15M 5,090 -146,038 -97%
OSIA
136
O'Shares Investment Advisers
Massachusetts
$1.13M 5,005 +108 +2%
WG
137
Winton Group
United Kingdom
$1.09M 4,855 +499 +11%
Handelsbanken Fonder
138
Handelsbanken Fonder
Sweden
$1.05M 4,672 – –
TI
139
tru Independence
Oregon
$1.04M 4,628 +1,382 +43%
AG
140
AlphaSimPlex Group
Massachusetts
$1.04M 4,623 +703 +18%
ClearBridge Investments
141
ClearBridge Investments
New York
$1.04M 4,617 +308 +7%
QT
142
Quantbot Technologies
New York
$1.03M 4,580 +4,580 New
KLC
143
Knowledge Leaders Capital
Colorado
$998K 4,435 +4,435 New
BI
144
Berkeley Inc
Idaho
$958K 4,258 +1 +0%
Osaic Holdings
145
Osaic Holdings
Arizona
$953K 4,224 -1,902 -31%
VRS
146
Virginia Retirement Systems
Virginia
$945K 4,200 +2,200 +110%
URS
147
Utah Retirement Systems
Utah
$920K 4,085 -200 -5%
ECM
148
ExodusPoint Capital Management
New York
$919K 4,084 +4,084 New
ACM
149
Ashford Capital Management
Delaware
$918K 4,081 +173 +4%
GPGA
150
Grandeur Peak Global Advisors
Utah
$900K 4,000 +325 +9%
4 5
6
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