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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 Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$12.8M 47,018 -1,609 -3%
2
52
2Xideas
Switzerland
$12.8M 46,770 -8,162 -15%
CRM
53
Cramer Rosenthal McGlynn
Connecticut
$12.2M 44,580 -21,892 -33%
UBS AM
54
UBS AM
Illinois
$12M 43,863 +809 +2%
KCM
55
Kornitzer Capital Management
Kansas
$11.1M 40,718 -1,987 -5%
SBH
56
Segall Bryant & Hamill
Illinois
$11M 40,191 +4,004 +11%
PAM
57
Panagora Asset Management
Massachusetts
$10.8M 39,591 -304 -0.8%
Man Group
58
Man Group
United Kingdom
$10.7M 39,325 +7,861 +25%
Nordea Investment Management
59
Nordea Investment Management
Sweden
$10.2M 36,487 +1,433 +4%
N
60
Natixis
France
$9.04M 33,100 +24,000 +264%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$8.83M 32,185 +19,000 +144%
Daiwa Securities Group
62
Daiwa Securities Group
Japan
$8.36M 30,595 -1,000 -3%
CS
63
Credit Suisse
Switzerland
$8.32M 30,440 +4,161 +16%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$8.26M 30,241 -2,618 -8%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$7.99M 29,234 +29,234 New
SAA
66
Southeast Asset Advisors
Georgia
$7.53M 27,557 +2,202 +9%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$7.45M 27,287 -757 -3%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$7.35M 26,904 -240 -0.9%
NC
69
Nicholas Company
Wisconsin
$7.19M 26,330 -5,015 -16%
Russell Investments Group
70
Russell Investments Group
United Kingdom
$6.96M 25,470 +9,586 +60%
Twin Tree Management
71
Twin Tree Management
Texas
$6.95M 25,426 +25,426 New
Victory Capital Management
72
Victory Capital Management
Texas
$6.57M 25,934 -1,410 -5%
Legal & General Group
73
Legal & General Group
United Kingdom
$6.36M 23,273 +1,033 +5%
SFI
74
Susquehanna Fundamental Investments
Pennsylvania
$6.21M 22,714 +22,714 New
Barclays
75
Barclays
United Kingdom
$6.02M 22,017 +13,003 +144%
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