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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$239M
3
ESCM
Echo Street Capital Management
New York
$143M
4
LP
LMR Partners
United Kingdom
$17.7M
5
2
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YMRC
126
Yorktown Management & Research Company
Virginia
$1.79M +$129K +500 +8%
SC
127
Sepio Capital
Utah
$1.73M -$38.3K -148 -2%
ASRS
128
Arizona State Retirement System
Arizona
$1.67M +$3.37K +13 +0.2%
BOS
129
Bank of Stockton
California
$1.67M -$14.2K -55 -0.8%
FMW
130
Farr Miller & Washington
District of Columbia
$1.64M +$141K +543 +9%
Russell Investments Group
131
Russell Investments Group
United Kingdom
$1.62M -$105K -407 -6%
BSW
132
Buckingham Strategic Wealth
Missouri
$1.61M – – –
RAM
133
Redmond Asset Management
Virginia
$1.6M +$25.9K +100 +2%
Aviva
134
Aviva
United Kingdom
$1.57M +$1.57M +6,072 New
MWA
135
Motive Wealth Advisors
Michigan
$1.56M +$312K +1,204 +25%
Truist Financial
136
Truist Financial
North Carolina
$1.53M -$352K -1,359 -19%
ELI
137
Empire Life Investments
Ontario, Canada
$1.47M +$25.4K +98 +2%
BCIM
138
Black Creek Investment Management
Ontario, Canada
$1.37M – – –
AC
139
Allstate Corporation
Illinois
$1.31M -$145K -559 -10%
ACM
140
Ashford Capital Management
Delaware
$1.29M -$57.3K -221 -4%
JIC
141
Johnson Investment Counsel
Ohio
$1.28M – – –
ECM
142
ExodusPoint Capital Management
New York
$1.28M -$161K -622 -11%
IAM
143
Iridian Asset Management
Connecticut
$1.23M -$92.2K -356 -7%
AB
144
Amalgamated Bank
New York
$1.22M -$66K -255 -5%
PAG
145
Private Advisor Group
New Jersey
$1.17M -$462K -1,784 -28%
KLC
146
Knowledge Leaders Capital
Colorado
$1.15M – – –
HF
147
HRT Financial
New York
$1.15M +$1.15M +4,429 New
GPGA
148
Grandeur Peak Global Advisors
Utah
$1.11M +$77.7K +300 +8%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$1.11M – – –
URS
150
Utah Retirement Systems
Utah
$1.08M -$77.7K -300 -7%
4 5
6
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