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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$518M 2,235,907 +1,661,332 +289%
Vanguard Group
2
Vanguard Group
Pennsylvania
$472M 2,039,267 +195,342 +11%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$415M 1,792,120 -19,847 -1%
BAMCO Inc
4
BAMCO Inc
New York
$310M 1,337,835 -4,047 -0.3%
ACM
5
Atlanta Capital Management
Georgia
$307M 1,327,700 -175,956 -12%
BlackRock
6
BlackRock
New York
$236M 1,020,501 -5,151 -0.5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$222M 957,934 -211,173 -18%
WA
8
Wasatch Advisors
Utah
$195M 841,717 +18,726 +2%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$158M 681,234 -146,793 -18%
Renaissance Technologies
10
Renaissance Technologies
New York
$139M 601,670 -122,700 -17%
Artisan Partners
11
Artisan Partners
Wisconsin
$90.6M 391,248 +74,322 +23%
RA
12
Royce & Associates
New York
$88.6M 382,743 -73,388 -16%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$84.4M 364,625 -210,275 -37%
Invesco
14
Invesco
Georgia
$75.3M 324,980 +195 +0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$72.5M 313,144 -1,603 -0.5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$72.4M 312,600 -477 -0.2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$67.7M 292,152 +873 +0.3%
State Street
18
State Street
Massachusetts
$66.1M 284,959 -1,931 -0.7%
New York State Common Retirement Fund
19
New York State Common Retirement Fund
New York
$60.7M 262,177 +21,122 +9%
Wells Fargo
20
Wells Fargo
California
$58.6M 252,856 +67,100 +36%
Norges Bank
21
Norges Bank
Norway
$52.6M 226,952 -11,462 -5%
Millennium Management
22
Millennium Management
New York
$47.5M 204,945 -3,691 -2%
ACM
23
American Capital Management
New York
$44.4M 191,913 -593 -0.3%
Lazard Asset Management
24
Lazard Asset Management
New York
$39.2M 169,114 -27,347 -14%
Bank of America
25
Bank of America
North Carolina
$36.8M 159,041 -8,821 -5%
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