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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
151
State of Wisconsin Investment Board
Wisconsin
$464K +$8.03K +50 +2%
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$448K – – –
WF
153
Welch & Forbes
Massachusetts
$407K – – –
CAM
154
Cresset Asset Management
Illinois
$399K -$39.8K -248 -9%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$396K – – –
AAS
156
Avantax Advisory Services
Texas
$393K +$15.4K +96 +4%
PP
157
Paloma Partners
Connecticut
$386K +$386K +2,405 New
TI
158
Trexquant Investment
Connecticut
$375K +$375K +2,337 New
AII
159
AGF Investments Inc
Ontario, Canada
$368K +$48K +299 +15%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$365K -$1.11M -6,885 -75%
SSA
161
Schonfeld Strategic Advisors
New York
$362K +$362K +2,252 New
PAM
162
Paradigm Asset Management
New York
$353K – – –
VAS
163
Vestmark Advisory Solutions
Massachusetts
$352K -$86.8K -540 -20%
SLG
164
Stanley-Laman Group
Pennsylvania
$350K +$14.1K +88 +4%
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$349K +$8.35K +52 +2%
EMG
166
ETF Managers Group
New Jersey
$348K +$17.7K +111 +5%
PAM
167
Panagora Asset Management
Massachusetts
$341K – – –
Comerica Bank
168
Comerica Bank
Texas
$339K +$23.8K +129 +8%
PHS
169
Pekin Hardy Strauss
Illinois
$334K +$160 +1 +0%
CS
170
Cannell & Spears
New York
$331K +$67.7K +421 +26%
Wolverine Trading
171
Wolverine Trading
Illinois
$329K +$329K +2,065 New
HIM
172
Hanlon Investment Management
New Jersey
$321K – – –
ET
173
Equitable Trust
Tennessee
$321K – – –
VRS
174
Virginia Retirement Systems
Virginia
$321K +$321K +2,000 New
BF
175
BOK Financial
Oklahoma
$320K -$573K -3,568 -64%
5 6
7
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