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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
151
AlphaCrest Capital Management
New York
$409K +$409K +2,900 New
State of Wisconsin Investment Board
152
State of Wisconsin Investment Board
Wisconsin
$400K +$25.4K +180 +7%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$393K – – –
TNA
154
True North Advisors
Texas
$387K – – –
CAM
155
Cresset Asset Management
Illinois
$385K -$10.7K -76 -3%
VAS
156
Vestmark Advisory Solutions
Massachusetts
$385K +$23.7K +168 +7%
GPGA
157
Grandeur Peak Global Advisors
Utah
$359K +$359K +2,550 New
WF
158
Welch & Forbes
Massachusetts
$357K -$1.14M -8,114 -76%
GCP
159
GSA Capital Partners
United Kingdom
$353K +$353K +2,505 New
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$347K +$174K +1,233 +100%
AAS
161
Avantax Advisory Services
Texas
$332K +$8.34K +59 +3%
Voloridge Investment Management
162
Voloridge Investment Management
Florida
$320K +$60.3K +427 +23%
PAM
163
Paradigm Asset Management
New York
$310K +$310K +2,200 New
PAM
164
Panagora Asset Management
Massachusetts
$300K – – –
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$299K -$11.3K -80 -4%
HW
166
Hancock Whitney
Mississippi
$295K -$141K -997 -32%
SLG
167
Stanley-Laman Group
Pennsylvania
$295K +$9.17K +65 +3%
PHS
168
Pekin Hardy Strauss
Illinois
$293K +$6.34K +45 +2%
EMG
169
ETF Managers Group
New Jersey
$291K -$24.6K -175 -8%
BNP Paribas Financial Markets
170
BNP Paribas Financial Markets
France
$290K -$152K -1,077 -34%
ET
171
Equitable Trust
Tennessee
$282K -$171K -1,215 -38%
HIM
172
Hanlon Investment Management
New Jersey
$282K – – –
AII
173
AGF Investments Inc
Ontario, Canada
$281K +$281K +1,993 New
Comerica Bank
174
Comerica Bank
Texas
$273K +$34.4K +215 +14%
X
175
Xponance
Pennsylvania
$264K +$264K +1,876 New
5 6
7
8 9