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Morningstar
MORN

Overview Fund Activity

312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
116
Closed
41
Calls
$4.5M
Puts
$19.2M
Net Calls
-$14.7M
Net Calls Change
+$9.06M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$87.5M
2
Bank of America
2
Bank of America
North Carolina
$449M
3
BCM
3
Bridgeway Capital Management
Texas
$7.48M
4
Man Group
4
Man Group
United Kingdom
$7.11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$518M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
Select Equity Group
2
Select Equity Group
New York
$850M
3
PG
3
Pendal Group
Australia
$74.5M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
WA
5
Wasatch Advisors
Utah
$137M
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$33.2M 156,443 +12,627 +9%
Morgan Stanley
27
Morgan Stanley
New York
$33M 155,286 -27,005 -15%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$30.9M 145,692 -1,409 -1%
Northern Trust
29
Northern Trust
Illinois
$23.3M 109,734 +1,913 +2%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$23.1M 108,971 -390 -0.4%
Goldman Sachs
31
Goldman Sachs
New York
$21.7M 102,299 +1,769 +2%
Allspring Global Investments
32
Allspring Global Investments
North Carolina
$21.3M 100,199 +1,485 +2%
Lazard Asset Management
33
Lazard Asset Management
New York
$20.7M 97,424 -14,418 -13%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$19.3M 91,005 -1,225 -1%
Wells Fargo
35
Wells Fargo
California
$19M 89,524 -5,073 -5%
SEI Investments
36
SEI Investments
Pennsylvania
$18M 84,861 +2,259 +3%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$17.2M 80,198 +25,731 +47%
EVM
38
Eaton Vance Management
Massachusetts
$16.7M 78,754 +4,088 +5%
CIM
39
Confluence Investment Management
Missouri
$15.5M 73,030 -1,029 -1%
CC
40
Chicago Capital
Illinois
$14.8M 69,639 -312 -0.4%
Parnassus Investments
41
Parnassus Investments
California
$14.2M 66,909 – –
CCM
42
Copeland Capital Management
Pennsylvania
$12.9M 60,836 -700 -1%
Swiss National Bank
43
Swiss National Bank
Switzerland
$12.9M 60,800 +100 +0.2%
TG
44
TCW Group
California
$12.6M 59,461 +4,623 +8%
National Bank of Canada
45
National Bank of Canada
Quebec, Canada
$12.6M 59,193 +25,000 +73%
CRM
46
Cramer Rosenthal McGlynn
Connecticut
$12M 56,465 +4,672 +9%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$11.3M 53,259 +1,965 +4%
Prudential Financial
48
Prudential Financial
New Jersey
$10.9M 51,116 -1,292 -2%
SBH
49
Segall Bryant & Hamill
Illinois
$10.7M 50,167 +11,074 +28%
Asset Management One
50
Asset Management One
Japan
$10.5M 49,106 +803 +2%
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