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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
176
HM Payson & Co
Maine
$261K -$21.2K -150 -8%
SAMC
177
Spectrum Asset Management (California)
California
$254K – – –
Canada Life
178
Canada Life
Manitoba, Canada
$250K +$38.7K +275 +18%
CI
179
Cigna Investments
Connecticut
$249K +$249K +1,768 New
MML Investors Services
180
MML Investors Services
Massachusetts
$246K -$1.27K -9 -0.5%
FQ
181
First Quadrant
California
$246K +$246K +1,743 New
AC
182
Athanor Capital
New York
$238K +$238K +1,691 New
COI
183
Connable Office Inc
Michigan
$237K +$237K +1,680 New
CS
184
Cannell & Spears
New York
$231K +$231K +1,637 New
Prudential Financial
185
Prudential Financial
New Jersey
$225K +$225K +1,591 New
Fiera Capital (Canada)
186
Fiera Capital (Canada)
Quebec, Canada
$224K +$224K +1,588 New
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$223K – – –
Marshall Wace
188
Marshall Wace
United Kingdom
$218K +$218K +1,546 New
NA
189
Navellier & Associates
Nevada
$214K +$214K +1,518 New
MLICM
190
Metropolitan Life Insurance Company (MetLife)
New York
$213K +$19.2K +136 +10%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$213K +$213K +1,512 New
HSA
192
HBK Sorce Advisory
Pennsylvania
$208K +$208K +1,479 New
ProShare Advisors
193
ProShare Advisors
Maryland
$206K +$206K +1,460 New
MA
194
Montag & Associates
Georgia
$203K +$203K +1,440 New
Creative Planning
195
Creative Planning
Kansas
$200K +$200K +1,420 New
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$198K +$23K +164 +13%
GT
197
Glenmede Trust
Pennsylvania
$189K -$104K -742 -36%
PA
198
Procyon Advisors
Connecticut
$165K -$2.82K -20 -2%
PA
199
Parallel Advisors
California
$156K +$102K +726 +190%
AS
200
Altshuler Shaham
Israel
$147K +$143K +1,018 +3,770%
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