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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.91B invested in Morningstar in 2020 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 79 increasing their positions, 115 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
5.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
56
Increased
79
Reduced
115
Closed
23
Calls
$6.99M
Puts
$7.78M
Net Calls
-$787K
Net Calls Change
-$2.09M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$518M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M
3
IAM
3
Iridian Asset Management
Connecticut
$35M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$90.6M
5
Wells Fargo
5
Wells Fargo
California
$58.6M

Top Sellers

1
CIP
1
Champlain Investment Partners
Vermont
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$222M
3
Mawer Investment Management
3
Mawer Investment Management
Alberta, Canada
$84.4M
4
ACM
4
Atlanta Capital Management
Georgia
$307M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
176
Panagora Asset Management
Massachusetts
$491K -$926 -4 -0.2%
IMRF
177
Illinois Municipal Retirement Fund
Illinois
$470K +$216K +931 +85%
BWM
178
BCGM Wealth Management
Indiana
$466K +$466K +1,879 New
VAS
179
Vestmark Advisory Solutions
Massachusetts
$465K -$42.4K -183 -8%
VRS
180
Virginia Retirement Systems
Virginia
$463K – – –
HIM
181
Hanlon Investment Management
New Jersey
$463K – – –
CS
182
Cannell & Spears
New York
$459K -$17.6K -76 -4%
CAM
183
Cresset Asset Management
Illinois
$452K -$124K -534 -21%
X
184
Xponance
Pennsylvania
$441K +$1.62K +7 +0.4%
Canada Life
185
Canada Life
Manitoba, Canada
$440K -$4.16K -18 -0.9%
PHS
186
Pekin Hardy Strauss
Illinois
$437K -$44.9K -194 -9%
SAMC
187
Spectrum Asset Management (California)
California
$417K – – –
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$415K -$88.8K -383 -18%
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$405K – – –
QC
190
Quadrature Capital
United Kingdom
$390K +$390K +1,681 New
SOADOR
191
State of Alaska Department of Revenue
Alaska
$374K +$374K +1,618 New
Comerica Bank
192
Comerica Bank
Texas
$368K -$73.1K -304 -17%
JPMPWA
193
J.P. Morgan Private Wealth Advisors
California
$367K +$9.73K +42 +3%
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
$364K -$2.07M -8,914 -85%
CIBC Asset Management
195
CIBC Asset Management
Ontario, Canada
$359K – – –
PA
196
Parallel Advisors
California
$358K -$28.7K -124 -7%
DekaBank Deutsche Girozentrale
197
DekaBank Deutsche Girozentrale
Germany
$356K – – –
SEC
198
Seven Eight Capital
New York
$347K +$347K +1,500 New
COI
199
Connable Office Inc
Michigan
$340K – – –
MLICM
200
Metropolitan Life Insurance Company (MetLife)
New York
$335K -$6.72K -29 -2%
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8
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