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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$815K +$812K +3,500 +26,923%
ASN
152
Advisory Services Network
Georgia
$804K -$17.1K -74 -2%
ACA
153
Aptus Capital Advisors
Alabama
$785K +$785K +3,391 New
GVAG
154
Great Valley Advisor Group
Delaware
$771K -$74K -320 -9%
FIM
155
Freedom Investment Management
Connecticut
$755K -$10.7K -46 -1%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$746K +$432K +1,867 +138%
Zurich Cantonal Bank
157
Zurich Cantonal Bank
Switzerland
$713K +$142K +615 +25%
BFS
158
Bradley Foster & Sargent
Connecticut
$700K – – –
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$645K – – –
BTWM
160
Baker Tilly Wealth Management
Wisconsin
$645K +$645K +2,785 New
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$644K -$25.5K -110 -4%
SLG
162
Stanley-Laman Group
Pennsylvania
$615K +$110K +477 +22%
SSA
163
Schonfeld Strategic Advisors
New York
$614K +$92.8K +401 +18%
Truist Financial
164
Truist Financial
North Carolina
$595K +$595K +2,567 New
GC
165
Globeflex Capital
California
$591K +$591K +2,550 New
AAS
166
Avantax Advisory Services
Texas
$574K +$8.33K +36 +1%
V
167
Veritable
Delaware
$555K +$555K +2,397 New
Fiera Capital (Canada)
168
Fiera Capital (Canada)
Quebec, Canada
$552K +$126K +546 +30%
EMG
169
ETF Managers Group
New Jersey
$548K +$48.5K +212 +10%
WF
170
Welch & Forbes
Massachusetts
$541K -$46.3K -200 -8%
PAG
171
Private Advisory Group
Washington
$529K +$529K +2,283 New
HIM
172
Hillsdale Investment Management
Ontario, Canada
$510K +$496K +2,140 +3,567%
PAMU
173
Pictet Asset Management (UK)
United Kingdom
$509K +$69.4K +300 +16%
MSL
174
Mackay Shields LLC
New York
$505K +$505K +2,182 New
Teacher Retirement System of Texas
175
Teacher Retirement System of Texas
Texas
$496K +$186K +804 +60%
5 6
7
8 9