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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 %
First Trust Advisors
51
First Trust Advisors
Illinois
$12.5M 48,583 -57,397 -54%
KCM
52
Kornitzer Capital Management
Kansas
$11.7M 45,655 -145 -0.3%
Man Group
53
Man Group
United Kingdom
$11.3M 43,950 -3,793 -8%
UBS AM
54
UBS AM
Illinois
$10.5M 41,005 +2,045 +5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$10.4M 40,623 +1,923 +5%
BNP Paribas Asset Management
56
BNP Paribas Asset Management
France
$9.48M 36,888 – –
Nordea Investment Management
57
Nordea Investment Management
Sweden
$9.09M 35,349 +3,559 +11%
NC
58
Nicholas Company
Wisconsin
$9.06M 35,225 -7,650 -18%
SBH
59
Segall Bryant & Hamill
Illinois
$9.03M 35,115 +21,198 +152%
SLG
60
Stanley-Laman Group
Pennsylvania
$8.64M 33,594 +833 +3%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$8.09M 31,477 +3,154 +11%
CS
62
Credit Suisse
Switzerland
$7.87M 30,616 -1,995 -6%
Victory Capital Management
63
Victory Capital Management
Texas
$7.83M 30,455 -1,499 -5%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$7.14M 27,753 -368 -1%
Citigroup
65
Citigroup
New York
$6.59M 25,617 +522 +2%
Daiwa Securities Group
66
Daiwa Securities Group
Japan
$6.55M 25,490 +6,183 +32%
Fisher Asset Management
67
Fisher Asset Management
Washington
$6.26M 24,362 +115 +0.5%
YIA
68
YHB Investment Advisors
Connecticut
$6M 23,349 -169 -0.7%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$5.9M 23,005 +1,357 +6%
AQR Capital Management
70
AQR Capital Management
Connecticut
$5.37M 21,035 -6,234 -23%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$5.1M 19,837 +17,603 +788%
CB
72
Commerce Bank
Missouri
$5.06M 19,665 -188 -0.9%
SAA
73
Southeast Asset Advisors
Georgia
$5M 19,464 +1,792 +10%
N
74
Natixis
France
$4.81M 18,700 +5,900 +46%
Legal & General Group
75
Legal & General Group
United Kingdom
$4.73M 18,394 +1,029 +6%
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