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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$935M
2
PIMC
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
Echo Street Capital Management
New York
$115M
4
State Street
State Street
Massachusetts
$89.8M
5
Artisan Partners
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
First Trust Advisors
Illinois
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
151
Fiera Capital (Canada)
Quebec, Canada
$1.03M +$255K +990 +33%
BTWM
152
Baker Tilly Wealth Management
Wisconsin
$963K +$83.6K +325 +10%
QT
153
Quantbot Technologies
New York
$952K -$225K -875 -19%
JF
154
Jump Financial
Illinois
$926K +$926K +3,600 New
V
155
Veritable
Delaware
$917K +$61.2K +238 +7%
ASN
156
Advisory Services Network
Georgia
$884K -$1.54K -6 -0.2%
CSS
157
Cubist Systematic Strategies
Connecticut
$867K -$1.14M -4,423 -57%
AAS
158
Avantax Advisory Services
Texas
$827K +$101K +395 +14%
Teacher Retirement System of Texas
159
Teacher Retirement System of Texas
Texas
$793K +$118K +460 +18%
BFS
160
Bradley Foster & Sargent
Connecticut
$777K – – –
State of Wisconsin Investment Board
161
State of Wisconsin Investment Board
Wisconsin
$718K +$12.6K +49 +2%
Public Employees Retirement Association of Colorado
162
Public Employees Retirement Association of Colorado
Colorado
$717K – – –
SG Americas Securities
163
SG Americas Securities
New York
$712K +$551K +2,144 +342%
BWM
164
BCGM Wealth Management
Indiana
$666K +$77.1K +305 +13%
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$664K – – –
IMRF
166
Illinois Municipal Retirement Fund
Illinois
$661K +$140K +543 +27%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$646K +$646K +2,514 New
Zurich Cantonal Bank
168
Zurich Cantonal Bank
Switzerland
$643K -$81.8K -318 -11%
AIL
169
AGF Investments LLC
Ontario, Canada
$641K -$48.4K -188 -7%
NA
170
Navellier & Associates
Nevada
$639K +$281K +1,092 +78%
X
171
Xponance
Pennsylvania
$636K +$139K +541 +28%
KFA
172
Krane Funds Advisors
New York
$596K +$596K +2,320 New
Los Angeles Capital Management
173
Los Angeles Capital Management
California
$593K +$143K +556 +32%
PP
174
Pegasus Partners
Wisconsin
$585K -$242K -942 -29%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$578K -$80.9K -315 -12%
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