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Morningstar
MORN

Overview Fund Activity

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$456M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.1M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$52.2M
4
PIMC
4
Praesidium Investment Management Company
New York
$72.1M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$190M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$12.4M
2
WA
2
Wasatch Advisors
Utah
$169M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.31M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$247M
Name Market Value Shares Shares
Change 		Shares
Change %
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$35.6M 147,101 -1,097 -0.7%
Charles Schwab
27
Charles Schwab
California
$34.8M 143,816 +3,466 +2%
Lazard Asset Management
28
Lazard Asset Management
New York
$27M 111,842 -3,096 -3%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$26.4M 109,361 +12,854 +13%
Northern Trust
30
Northern Trust
Illinois
$26.1M 107,821 -3,353 -3%
Goldman Sachs
31
Goldman Sachs
New York
$24.3M 100,530 -2,674 -3%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$23.9M 98,714 -1,626 -2%
Wells Fargo
33
Wells Fargo
California
$22.9M 94,597 -2,471 -3%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$22.3M 92,230 -7,874 -8%
SEI Investments
35
SEI Investments
Pennsylvania
$19.8M 82,602 +5,748 +7%
EVM
36
Eaton Vance Management
Massachusetts
$18.1M 74,666 -25,337 -25%
CIM
37
Confluence Investment Management
Missouri
$17.9M 74,059 -2,399 -3%
SPF
38
Steven Patrick Farmer
$17.9M 74,059 +74,059 New
PGF
39
Pelham Global Financials
United Kingdom
$17.7M 73,374 -3,200 -4%
CC
40
Chicago Capital
Illinois
$16.9M 69,951 -920 -1%
Parnassus Investments
41
Parnassus Investments
California
$16.2M 66,909 – –
CCM
42
Copeland Capital Management
Pennsylvania
$14.9M 61,536 +335 +0.5%
Swiss National Bank
43
Swiss National Bank
Switzerland
$14.7M 60,700 +4,600 +8%
RP
44
Regal Partners
Australia
$13.5M 55,640 -6,843 -11%
TG
45
TCW Group
California
$13.3M 54,838 -5,780 -10%
Nordea Investment Management
46
Nordea Investment Management
Sweden
$13M 54,467 +17,980 +49%
Prudential Financial
47
Prudential Financial
New Jersey
$12.6M 52,408 +47,507 +969%
CRM
48
Cramer Rosenthal McGlynn
Connecticut
$12.5M 51,793 +7,213 +16%
ESCM
49
Echo Street Capital Management
New York
$12.4M 51,295 -444,569 -90%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$12.4M 51,294 -1,656 -3%
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