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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 %
Wolverine Trading
176
Wolverine Trading
Illinois
$945K +$945K +2,765 New
HSBC Holdings
177
HSBC Holdings
United Kingdom
$923K -$3.9M -11,406 -81%
PWS
178
Precision Wealth Strategies
Missouri
$921K +$93.4K +273 +11%
ASN
179
Advisory Services Network
Georgia
$895K -$21.9K -64 -2%
RC
180
RegentAtlantic Capital
New Jersey
$860K – – –
LPL Financial
181
LPL Financial
California
$859K -$29.1K -85 -3%
LPARFS
182
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$855K -$171K -500 -17%
NA
183
Navellier & Associates
Nevada
$828K -$4.79K -14 -0.6%
X
184
Xponance
Pennsylvania
$828K +$8.89K +26 +1%
DC
185
Davenport & Co
Virginia
$826K +$441K +1,288 +114%
AG
186
Algert Global
California
$816K – – –
DekaBank Deutsche Girozentrale
187
DekaBank Deutsche Girozentrale
Germany
$812K -$58.6K -172 -7%
RJA
188
Raymond James & Associates
Florida
$791K +$77.7K +227 +11%
FT
189
Fiduciary Trust
Massachusetts
$763K -$28.4K -83 -4%
Citadel Advisors
190
Citadel Advisors
Florida
$748K -$2.53M -7,387 -77%
GCP
191
GSA Capital Partners
United Kingdom
$740K +$350K +1,023 +90%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$733K -$9M -25,831 -92%
Los Angeles Capital Management
193
Los Angeles Capital Management
California
$711K -$48.2K -141 -6%
ProShare Advisors
194
ProShare Advisors
Maryland
$697K +$3.08K +9 +0.4%
SAM
195
Shell Asset Management
Netherlands
$686K +$142K +415 +26%
HIM
196
Hanlon Investment Management
New Jersey
$684K – – –
MAM
197
Martingale Asset Management
Massachusetts
$676K – – –
Janney Montgomery Scott
198
Janney Montgomery Scott
Pennsylvania
$643K +$2.05K +6 +0.3%
VPIM
199
Vanguard Personalized Indexing Management
California
$624K +$280K +819 +81%
VAS
200
Vestmark Advisory Solutions
Massachusetts
$619K +$2.74K +8 +0.4%
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