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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 %
ProShare Advisors
201
ProShare Advisors
Maryland
$334K -$926 -4 -0.3%
MA
202
Montag & Associates
Georgia
$333K – – –
NA
203
Navellier & Associates
Nevada
$323K -$32.9K -142 -9%
Creative Planning
204
Creative Planning
Kansas
$323K -$6.02K -26 -2%
PA
205
Procyon Advisors
Connecticut
$315K – – –
TF
206
Trek Financial
Arizona
$315K +$315K +1,359 New
HPC
207
HM Payson & Co
Maine
$313K -$116K -500 -27%
Prudential Financial
208
Prudential Financial
New Jersey
$306K -$38.2K -165 -11%
PNC Financial Services Group
209
PNC Financial Services Group
Pennsylvania
$306K -$19.9K -86 -6%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$302K – – –
MML Investors Services
211
MML Investors Services
Massachusetts
$298K -$76.1K -328 -20%
PWS
212
Precision Wealth Strategies
Missouri
$290K +$290K +1,252 New
CICI
213
Capital Investment Counsel Inc
North Carolina
$289K – – –
HSA
214
HBK Sorce Advisory
Pennsylvania
$280K -$109K -472 -28%
RJA
215
Raymond James & Associates
Florida
$275K +$275K +1,189 New
ET
216
Equitable Trust
Tennessee
$266K -$197K -850 -43%
BF
217
BOK Financial
Oklahoma
$263K -$199K -857 -43%
HBT
218
Heartland Bank & Trust
Illinois
$262K +$262K +1,130 New
TI
219
Trexquant Investment
Connecticut
$253K -$289K -1,246 -53%
CCA
220
Cadent Capital Advisors
Oklahoma
$250K +$250K +1,080 New
VPIM
221
Vanguard Personalized Indexing Management
California
$247K +$247K +1,068 New
Holocene Advisors
222
Holocene Advisors
New York
$245K -$1.22M -5,252 -83%
ACM
223
AlphaCrest Capital Management
New York
$242K -$139K -600 -36%
AII
224
AGF Investments Inc
Ontario, Canada
$240K -$290K -1,254 -55%
Commonwealth Equity Services
225
Commonwealth Equity Services
Massachusetts
$235K -$180K -777 -43%
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9
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