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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AB
151
Amalgamated Bank
New York
$853K 3,791 -314 -8%
FIM
152
Freedom Investment Management
Connecticut
$790K 3,510 +249 +8%
ASN
153
Advisory Services Network
Georgia
$776K 3,446 -30 -0.9%
BTWM
154
Baker Tilly Wealth Management
Wisconsin
$770K 3,420 +635 +23%
HSBC Holdings
155
HSBC Holdings
United Kingdom
$766K 3,381 -1,032 -23%
V
156
Veritable
Delaware
$749K 3,328 +931 +39%
PP
157
Pegasus Partners
Wisconsin
$724K 3,218 -482 -13%
PP
158
Paloma Partners
Connecticut
$711K 3,159 +3,159 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
159
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$685K 3,046 -12,654 -81%
BFS
160
Bradley Foster & Sargent
Connecticut
$680K 3,021 – –
Fiera Capital (Canada)
161
Fiera Capital (Canada)
Quebec, Canada
$676K 3,003 +618 +26%
VF
162
Virtu Financial
New York
$647K 2,875 +2,875 New
AAS
163
Avantax Advisory Services
Texas
$636K 2,825 +345 +14%
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$634K 2,818 -260 -8%
EMG
165
ETF Managers Group
New Jersey
$628K 2,765 +371 +15%
Public Employees Retirement Association of Colorado
166
Public Employees Retirement Association of Colorado
Colorado
$627K 2,787 – –
TRCT
167
Tower Research Capital (TRC)
New York
$619K 2,750 +2,161 +367%
TC
168
TwinBeech Capital
New York
$619K 2,750 +2,750 New
EGM
169
Engineers Gate Manager
New York
$619K 2,751 +2,751 New
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$617K 2,743 -37 -1%
AIL
171
AGF Investments LLC
Ontario, Canada
$603K 2,680 -1,319 -33%
GC
172
Globeflex Capital
California
$596K 2,650 +100 +4%
DekaBank Deutsche Girozentrale
173
DekaBank Deutsche Girozentrale
Germany
$593K 2,641 +1,041 +65%
Teacher Retirement System of Texas
174
Teacher Retirement System of Texas
Texas
$590K 2,623 +482 +23%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$577K 2,565 +2,565 New
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