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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$38.3M +$1.07M +3,912 +3%
PPA
27
Parametric Portfolio Associates
Washington
$35.7M +$4.2M +15,374 +13%
Principal Financial Group
28
Principal Financial Group
Iowa
$34.2M +$4.78M +17,516 +16%
Lazard Asset Management
29
Lazard Asset Management
New York
$31.4M -$1.59M -5,827 -5%
Northern Trust
30
Northern Trust
Illinois
$30.4M +$433K +1,584 +1%
Goldman Sachs
31
Goldman Sachs
New York
$28.2M +$10.5M +38,267 +59%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$28.1M -$1.41M -5,032 -5%
Allspring Global Investments
33
Allspring Global Investments
North Carolina
$27.4M -$3.99M -14,617 -13%
EVM
34
Eaton Vance Management
Massachusetts
$27.3M +$2.51M +9,177 +10%
Wells Fargo
35
Wells Fargo
California
$26.5M +$3.28M +12,001 +14%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$26.4M -$109K -400 -0.4%
First Trust Advisors
37
First Trust Advisors
Illinois
$21M +$9.82M +35,951 +88%
SEI Investments
38
SEI Investments
Pennsylvania
$21M +$22.1K +81 +0.1%
PGF
39
Pelham Global Financials
United Kingdom
$20.9M -$5.34M -19,552 -20%
CIM
40
Confluence Investment Management
Missouri
$20.9M +$36.6K +134 +0.2%
Morgan Stanley
41
Morgan Stanley
New York
$19.5M -$7.7M -28,186 -28%
CC
42
Chicago Capital
Illinois
$19.4M -$13.1M -47,949 -40%
Parnassus Investments
43
Parnassus Investments
California
$18.3M -$6.98M -25,537 -28%
RP
44
Regal Partners
Australia
$17.1M -$2.82M -10,327 -14%
CCM
45
Copeland Capital Management
Pennsylvania
$16.7M -$294K -1,077 -2%
TG
46
TCW Group
California
$16.6M – – –
ECM
47
Engle Capital Management
Connecticut
$15.6M -$3.44M -12,609 -18%
Swiss National Bank
48
Swiss National Bank
Switzerland
$15.3M +$1.09M +4,000 +8%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$14.5M -$32.5K -119 -0.2%
Asset Management One
50
Asset Management One
Japan
$13.4M +$3.65M +13,196 +38%
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