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Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$129M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$197M
4
ECM
Engle Capital Management
Connecticut
$23.8M
5
Ameriprise
Ameriprise
Minnesota
$16.6M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$29.1M
2
Millennium Management
Millennium Management
New York
$43.1M
3
ACM
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
Artisan Partners
Wisconsin
$144M
Name Holding Trade Value Shares
Change 		Shares
Change %
KLC
151
Knowledge Leaders Capital
Colorado
$1.57M +$54.7K +160 +4%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$1.56M +$268K +785 +21%
GPGA
153
Grandeur Peak Global Advisors
Utah
$1.49M +$16.4K +48 +1%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$1.46M – – –
OSIA
155
O'Shares Investment Advisers
Massachusetts
$1.46M +$44.1K +129 +3%
URS
156
Utah Retirement Systems
Utah
$1.43M – – –
BTWM
157
Baker Tilly Wealth Management
Wisconsin
$1.41M -$15.1K -44 -1%
E
158
Ergoteles
New York
$1.4M +$1.4M +4,100 New
IAM
159
Iridian Asset Management
Connecticut
$1.38M -$240K -702 -15%
BCIM
160
Black Creek Investment Management
Ontario, Canada
$1.37M -$445K -1,300 -25%
Fiera Capital (Canada)
161
Fiera Capital (Canada)
Quebec, Canada
$1.37M – – –
Osaic Holdings
162
Osaic Holdings
Arizona
$1.36M +$25K +73 +2%
V
163
Veritable
Delaware
$1.28M -$37.9K -111 -3%
MFS
164
Mirabella Financial Services
United Kingdom
$1.24M +$1.24M +3,630 New
TCM
165
Twin Capital Management
Pennsylvania
$1.21M -$116K -340 -9%
AC
166
Allstate Corporation
Illinois
$1.16M -$572K -1,672 -33%
AAS
167
Avantax Advisory Services
Texas
$1.15M +$76.3K +223 +7%
BWM
168
BCGM Wealth Management
Indiana
$1.11M +$67.7K +198 +7%
IMRF
169
Illinois Municipal Retirement Fund
Illinois
$1.09M +$207K +605 +24%
Zurich Cantonal Bank
170
Zurich Cantonal Bank
Switzerland
$1.06M +$202K +592 +24%
BFS
171
Bradley Foster & Sargent
Connecticut
$1.03M – – –
AWP
172
Accretive Wealth Partners
New Jersey
$1.03M +$30.8K +90 +3%
State of Wisconsin Investment Board
173
State of Wisconsin Investment Board
Wisconsin
$973K -$30.1K -88 -3%
SLG
174
Stanley-Laman Group
Pennsylvania
$967K -$11M -32,086 -92%
Public Employees Retirement Association of Colorado
175
Public Employees Retirement Association of Colorado
Colorado
$953K – – –
5 6
7
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