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Morningstar
MORN

Overview Fund Activity

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
$53.6M
2
Victory Capital Management
Victory Capital Management
Texas
$21.5M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$92M
4
Lazard Asset Management
Lazard Asset Management
New York
$37.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$225M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$200M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.76M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.75M
4
Goldman Sachs
Goldman Sachs
New York
$9.12M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
201
City Holding Co
West Virginia
$7K – – –
QCG
202
Quadrant Capital Group
Ohio
$7K +$1.75K +13 +33%
IA
203
IFP Advisors
Florida
$5K -$102 -1 -2%
LWCFA
204
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
VFA
205
Valeo Financial Advisors
Indiana
$5K +$2.3K +17 +85%
HIM
206
Hillsdale Investment Management
Ontario, Canada
$5K +$5K +45 New
EWM
207
EPG Wealth Management
Georgia
$4K – – –
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
GI
209
Gradient Investments
Minnesota
$4K +$4K +35 New
FGAM
210
Financial Gravity Asset Management
Texas
$3.24K +$693 +6 +27%
AS
211
Altshuler Shaham
Israel
$3K -$11.7K -105 -80%
SL
212
Savior LLC
Massachusetts
$3K – – –
FCM
213
Firestone Capital Management
Florida
$3K – – –
AIM
214
Aigen Investment Management
New York
$3K +$3K +26 New
TWA
215
TCI Wealth Advisors
Arizona
$3K +$3K +28 New
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
CFN
217
Cordasco Financial Network
Florida
$1K +$1K +5 New
AIC
218
Ameritas Investment Company
Nebraska
$1K +$1K +8 New
MWM
219
MBE Wealth Management
Wisconsin
$1K +$1K +10 New
PAMU
220
Pictet Asset Management (UK)
United Kingdom
– -$4.56M -30,156 Closed
MMA
221
Miracle Mile Advisors
California
– -$3.98M -26,316 Closed
Public Sector Pension Investment Board (PSP Investments)
222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$3.18M -21,000 Closed
AI
223
Atria Investments
North Carolina
– -$1.83M -12,104 Closed
Robeco Institutional Asset Management
224
Robeco Institutional Asset Management
Netherlands
– -$1.05M -6,959 Closed
ARTA
225
A.R.T. Advisors
New York
– -$988K -6,532 Closed
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