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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 %
SAMC
201
Spectrum Asset Management (California)
California
$616K – – –
TF
202
Trek Financial
Arizona
$615K -$142K -416 -19%
Canada Life
203
Canada Life
Manitoba, Canada
$611K -$2.39K -7 -0.4%
CIBC Asset Management
204
CIBC Asset Management
Ontario, Canada
$601K +$3.42K +10 +0.6%
PHS
205
Pekin Hardy Strauss
Illinois
$592K +$342 +1 +0.1%
MSRPS
206
Maryland State Retirement & Pension System
Maryland
$591K – – –
VI
207
Versor Investments
New York
$581K +$581K +1,700 New
JPMPWA
208
J.P. Morgan Private Wealth Advisors
California
$554K +$22.9K +67 +4%
PA
209
Parallel Advisors
California
$537K +$3.42K +10 +0.6%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$531K +$85.4K +250 +19%
PAMS
211
Pictet Asset Management (Switzerland)
Switzerland
$523K – – –
PA
212
Procyon Advisors
Connecticut
$521K +$127K +370 +32%
Two Sigma Advisers
213
Two Sigma Advisers
New York
$513K +$513K +1,500 New
Creative Planning
214
Creative Planning
Kansas
$504K +$23.3K +68 +5%
COI
215
Connable Office Inc
Michigan
$503K – – –
BCM
216
BTC Capital Management
Iowa
$499K +$499K +1,468 New
MLICM
217
Metropolitan Life Insurance Company (MetLife)
New York
$497K -$3.76K -11 -0.8%
WF
218
Welch & Forbes
Massachusetts
$483K – – –
MA
219
Montag & Associates
Georgia
$479K – – –
TRCT
220
Tower Research Capital (TRC)
New York
$474K +$446K +1,304 +1,571%
Walleye Capital
221
Walleye Capital
New York
$472K +$472K +1,380 New
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$464K -$341 -1 -0.1%
HPC
223
HM Payson & Co
Maine
$462K – – –
Voloridge Investment Management
224
Voloridge Investment Management
Florida
$460K -$1.96M -5,745 -81%
PCA
225
Personal Capital Advisors
California
$441K +$441K +1,289 New
7 8
9
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