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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$935M
2
PIMC
2
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
3
Echo Street Capital Management
New York
$115M
4
State Street
4
State Street
Massachusetts
$89.8M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
2
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
26
Lazard Asset Management
New York
$38.6M 150,208 -312 -0.2%
Bank of America
27
Bank of America
North Carolina
$38.2M 148,596 +1,471 +1%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$36.2M 140,920 +5,524 +4%
PGF
29
Pelham Global Financials
United Kingdom
$32.7M 127,326 – –
CC
30
Chicago Capital
Illinois
$31.1M 120,842 -4,409 -4%
Charles Schwab
31
Charles Schwab
California
$30.8M 119,734 +3,012 +3%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$30.8M 119,719 -64,955 -35%
PPA
33
Parametric Portfolio Associates
Washington
$30.2M 117,525 -2,648 -2%
Northern Trust
34
Northern Trust
Illinois
$29.6M 115,222 +665 +0.6%
Mawer Investment Management
35
Mawer Investment Management
Alberta, Canada
$28.8M 112,125 -47,300 -30%
Principal Financial Group
36
Principal Financial Group
Iowa
$27.8M 108,054 -57,532 -35%
CIM
37
Confluence Investment Management
Missouri
$26.7M 103,692 -3,552 -3%
Morgan Stanley
38
Morgan Stanley
New York
$24.4M 94,944 +26,780 +39%
Parnassus Investments
39
Parnassus Investments
California
$23.8M 92,446 – –
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$22.6M 87,750 +7,100 +9%
RP
41
Regal Partners
Australia
$20.3M 78,784 +64,920 +468%
SEI Investments
42
SEI Investments
Pennsylvania
$18.4M 71,326 +7,049 +11%
CRM
43
Cramer Rosenthal McGlynn
Connecticut
$18M 70,191 -3,932 -5%
TG
44
TCW Group
California
$16.7M 64,898 +17,139 +36%
Goldman Sachs
45
Goldman Sachs
New York
$16.4M 63,720 -56,651 -47%
EVM
46
Eaton Vance Management
Massachusetts
$16.3M 63,214 +41,770 +195%
NRCM
47
Northern Right Capital Management
Connecticut
$15.7M 61,108 +12,000 +24%
CCM
48
Copeland Capital Management
Pennsylvania
$15.5M 60,429 -3,361 -5%
Swiss National Bank
49
Swiss National Bank
Switzerland
$13.4M 52,100 -1,700 -3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$13.2M 51,328 +1,211 +2%
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