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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Life
176
Canada Life
Manitoba, Canada
$308K +$23.1K +144 +8%
X
177
Xponance
Pennsylvania
$305K +$3.54K +22 +1%
PAMU
178
Pictet Asset Management (UK)
United Kingdom
$305K +$305K +1,900 New
HPC
179
HM Payson & Co
Maine
$297K – – –
Fiera Capital (Canada)
180
Fiera Capital (Canada)
Quebec, Canada
$295K +$40.3K +251 +16%
SAMC
181
Spectrum Asset Management (California)
California
$289K – – –
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$289K +$289K +1,799 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$287K +$287K +1,792 New
Los Angeles Capital Management
184
Los Angeles Capital Management
California
$281K +$281K +1,750 New
AC
185
Athanor Capital
New York
$272K – – –
HSA
186
HBK Sorce Advisory
Pennsylvania
$270K +$32.4K +202 +14%
PA
187
Parallel Advisors
California
$269K +$90.7K +564 +51%
ACM
188
AlphaCrest Capital Management
New York
$264K -$202K -1,256 -43%
MML Investors Services
189
MML Investors Services
Massachusetts
$259K -$21.5K -134 -8%
DekaBank Deutsche Girozentrale
190
DekaBank Deutsche Girozentrale
Germany
$251K – – –
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$249K +$6.26K +39 +3%
JPMPWA
192
J.P. Morgan Private Wealth Advisors
California
$248K +$248K +1,542 New
NA
193
Navellier & Associates
Nevada
$247K +$2.9K +18 +1%
E
194
Ergoteles
New York
$241K +$241K +1,500 New
Prudential Financial
195
Prudential Financial
New Jersey
$239K -$16.5K -103 -6%
MLICM
196
Metropolitan Life Insurance Company (MetLife)
New York
$237K -$5.94K -37 -2%
COI
197
Connable Office Inc
Michigan
$236K -$33.7K -210 -13%
ProShare Advisors
198
ProShare Advisors
Maryland
$232K -$2.08K -13 -0.9%
MA
199
Montag & Associates
Georgia
$231K – – –
Creative Planning
200
Creative Planning
Kansas
$228K – – –
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8
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