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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Bank of America
2
Bank of America
North Carolina
$505M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$130M
5
SI
5
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
3
Select Equity Group
New York
$855M
4
Prudential Financial
4
Prudential Financial
New Jersey
$206K
5
RP
5
Regal Partners
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$35.5M 163,777 +7,334 +5%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$31.8M 146,773 +1,081 +0.7%
MGIM
28
M&G Investment Management
United Kingdom
$27.3M 125,730 +25,938 +26%
Northern Trust
29
Northern Trust
Illinois
$25.5M 117,799 +8,065 +7%
Goldman Sachs
30
Goldman Sachs
New York
$25.1M 116,096 +13,797 +13%
Lazard Asset Management
31
Lazard Asset Management
New York
$22.5M 104,056 +6,632 +7%
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$21.1M 97,388 -11,583 -11%
CCM
33
Copeland Capital Management
Pennsylvania
$20.4M 94,003 +33,167 +55%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$18.5M 85,273 -5,732 -6%
Wells Fargo
35
Wells Fargo
California
$18.5M 85,199 -4,325 -5%
SEI Investments
36
SEI Investments
Pennsylvania
$18.3M 84,422 -439 -0.5%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$16.8M 77,500 -2,698 -3%
CIM
38
Confluence Investment Management
Missouri
$15.5M 71,729 -1,301 -2%
CRM
39
Cramer Rosenthal McGlynn
Connecticut
$15.1M 69,547 +13,082 +23%
CC
40
Chicago Capital
Illinois
$14.6M 67,213 -2,426 -3%
SI
41
Scout Investments
Missouri
$13.6M 62,662 +62,662 New
Swiss National Bank
42
Swiss National Bank
Switzerland
$13.3M 61,500 +700 +1%
Parnassus Investments
43
Parnassus Investments
California
$13M 60,210 -6,699 -10%
BCM
44
Bridgeway Capital Management
Texas
$12.7M 58,800 +23,550 +67%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$11.8M 54,558 +1,299 +2%
Asset Management One
46
Asset Management One
Japan
$11.1M 50,788 +1,682 +3%
2
47
2Xideas
Switzerland
$10M 46,401 +5,193 +13%
Ameriprise
48
Ameriprise
Minnesota
$9.91M 45,745 +100 +0.2%
SBH
49
Segall Bryant & Hamill
Illinois
$9.67M 44,651 -5,516 -11%
CS
50
Credit Suisse
Switzerland
$9.66M 44,578 +12,817 +40%
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