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Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$129M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
4
ECM
Engle Capital Management
Connecticut
$23.8M
5
Ameriprise
Ameriprise
Minnesota
$16.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$29.1M
2
Millennium Management
Millennium Management
New York
$43.1M
3
ACM
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
126
HRT Financial
New York
$2.62M +$1.1M +3,225 +73%
PCA
127
Pallas Capital Advisors
Massachusetts
$2.58M +$143K +513 +6%
Royal Bank of Canada
128
Royal Bank of Canada
Ontario, Canada
$2.54M -$1.32M -3,848 -34%
William Blair & Company
129
William Blair & Company
Illinois
$2.49M -$46.2K -135 -2%
FIM
130
Freedom Investment Management
Connecticut
$2.46M -$347K -1,016 -12%
YMRC
131
Yorktown Management & Research Company
Virginia
$2.36M – – –
BOS
132
Bank of Stockton
California
$2.24M +$37.3K +109 +2%
ACM
133
Ashford Capital Management
Delaware
$2.18M +$485K +1,419 +29%
ASRS
134
Arizona State Retirement System
Arizona
$2.18M -$20.2K -59 -0.9%
BSW
135
Buckingham Strategic Wealth
Missouri
$2.14M +$6.5K +19 +0.3%
RAM
136
Redmond Asset Management
Virginia
$2.13M +$22.6K +66 +1%
SC
137
Sepio Capital
Utah
$2.13M -$158K -463 -7%
ELI
138
Empire Life Investments
Ontario, Canada
$2.1M +$152K +446 +8%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$2.05M +$2.05M +6,000 New
MWA
140
Motive Wealth Advisors
Michigan
$1.99M -$67K -196 -3%
ACMA
141
Arbor Capital Management (Alaska)
Alaska
$1.99M +$1.99M +5,817 New
BNP Paribas Financial Markets
142
BNP Paribas Financial Markets
France
$1.93M -$2.22M -6,490 -53%
D.E. Shaw & Co
143
D.E. Shaw & Co
New York
$1.88M -$824K -2,408 -30%
AB
144
Amalgamated Bank
New York
$1.85M +$244K +714 +15%
IEFM
145
IQ EQ Fund Management
Ireland
$1.69M +$300K +878 +22%
JIC
146
Johnson Investment Counsel
Ohio
$1.66M -$30.8K -90 -2%
Truist Financial
147
Truist Financial
North Carolina
$1.63M -$384K -1,124 -19%
MCA
148
Martin Capital Advisors
Texas
$1.61M +$1.61M +4,699 New
APG Asset Management
149
APG Asset Management
Netherlands
$1.59M +$1.59M +5,300 New
CCA
150
Covey Capital Advisors
Georgia
$1.58M +$1.58M +4,611 New
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