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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 %
Asset Management One
51
Asset Management One
Japan
$11.7M 48,303 -24 -0%
2
52
2Xideas
Switzerland
$11.5M 47,390 +620 +1%
Ameriprise
53
Ameriprise
Minnesota
$11.2M 46,423 -595 -1%
Man Group
54
Man Group
United Kingdom
– – -39,325 Closed
UBS AM
55
UBS AM
Illinois
$10.4M 42,898 -965 -2%
Legal & General Group
56
Legal & General Group
United Kingdom
$10M 41,477 +18,204 +78%
SBH
57
Segall Bryant & Hamill
Illinois
$9.45M 39,093 -1,098 -3%
KCM
58
Kornitzer Capital Management
Kansas
$9.3M 38,438 -2,280 -6%
Twin Tree Management
59
Twin Tree Management
Texas
$8.45M 34,950 +9,524 +37%
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$8.26M 34,193 +2,008 +6%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$7.91M 32,707 +2,466 +8%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$7.84M 32,402 +5,115 +19%
CS
63
Credit Suisse
Switzerland
$7.61M 31,474 +1,034 +3%
ECM
64
ExodusPoint Capital Management
New York
$7.61M 31,464 +31,464 New
SAA
65
Southeast Asset Advisors
Georgia
$7.22M 29,844 +2,287 +8%
PAM
66
Panagora Asset Management
Massachusetts
$7.19M 29,713 -9,878 -25%
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$6.94M 28,705 -1,890 -6%
Fisher Asset Management
68
Fisher Asset Management
Washington
$6.67M 27,565 +6,753 +32%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$6.44M 26,611 -293 -1%
NC
70
Nicholas Company
Wisconsin
$6.36M 26,320 -10 -0%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$6.32M 26,114 +4,726 +22%
Victory Capital Management
72
Victory Capital Management
Texas
$5.62M 23,236 -2,698 -10%
Franklin Resources
73
Franklin Resources
California
$5.55M 22,956 +1,353 +6%
Barclays
74
Barclays
United Kingdom
$5.15M 21,298 -719 -3%
BNP Paribas Asset Management
75
BNP Paribas Asset Management
France
$5.08M 21,013 -485 -2%
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3
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