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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$935M
2
PIMC
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
Echo Street Capital Management
New York
$115M
4
State Street
State Street
Massachusetts
$89.8M
5
Artisan Partners
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
First Trust Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
126
Redmond Asset Management
Virginia
$1.56M – – –
FMW
127
Farr Miller & Washington
District of Columbia
$1.49M +$139K +540 +10%
FIM
128
Freedom Investment Management
Connecticut
$1.48M +$579K +2,251 +64%
OSIA
129
O'Shares Investment Advisers
Massachusetts
$1.47M +$181K +703 +14%
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$1.45M -$132K -513 -8%
AC
131
Allstate Corporation
Illinois
$1.45M -$338K -1,314 -19%
ELI
132
Empire Life Investments
Ontario, Canada
$1.44M +$81.7K +318 +6%
ECM
133
ExodusPoint Capital Management
New York
$1.43M +$376K +1,464 +36%
D.E. Shaw & Co
134
D.E. Shaw & Co
New York
$1.42M -$931K -3,622 -40%
BCIM
135
Black Creek Investment Management
Ontario, Canada
$1.36M – – –
ACM
136
Ashford Capital Management
Delaware
$1.33M +$283K +1,100 +27%
IAM
137
Iridian Asset Management
Connecticut
$1.31M – – –
ClearBridge Investments
138
ClearBridge Investments
New York
$1.31M +$121K +472 +10%
JIC
139
Johnson Investment Counsel
Ohio
$1.27M -$71.2K -277 -5%
AB
140
Amalgamated Bank
New York
$1.27M +$299K +1,164 +31%
WG
141
Winton Group
United Kingdom
$1.26M +$6.94K +27 +0.6%
MWA
142
Motive Wealth Advisors
Michigan
$1.24M +$1.24M +4,807 New
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$1.21M -$866K -3,368 -42%
URS
144
Utah Retirement Systems
Utah
$1.15M +$103K +400 +10%
KLC
145
Knowledge Leaders Capital
Colorado
$1.14M – – –
Handelsbanken Fonder
146
Handelsbanken Fonder
Sweden
$1.1M -$103K -400 -9%
Osaic Holdings
147
Osaic Holdings
Arizona
$1.09M +$8.23K +32 +0.8%
VRS
148
Virginia Retirement Systems
Virginia
$1.08M – – –
AG
149
AlphaSimPlex Group
Massachusetts
$1.04M -$145K -565 -12%
GPGA
150
Grandeur Peak Global Advisors
Utah
$1.03M – – –
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