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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 %
RP
51
Regal Partners
Australia
$10.4M 49,119 -6,521 -12%
Ameriprise
52
Ameriprise
Minnesota
$9.69M 45,645 -778 -2%
UBS AM
53
UBS AM
Illinois
$9.25M 43,563 +665 +2%
Legal & General Group
54
Legal & General Group
United Kingdom
$9M 42,392 +915 +2%
2
55
2Xideas
Switzerland
$8.75M 41,208 -6,182 -13%
KCM
56
Kornitzer Capital Management
Kansas
$7.75M 36,518 -1,920 -5%
BCM
57
Bridgeway Capital Management
Texas
$7.48M 35,250 +35,250 New
Man Group
58
Man Group
United Kingdom
$7.11M 33,508 +33,508 New
Citadel Advisors
59
Citadel Advisors
Florida
$6.93M 32,645 +24,700 +311%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$6.78M 31,941 -766 -2%
CS
61
Credit Suisse
Switzerland
$6.74M 31,761 +287 +0.9%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$6.7M 31,541 -861 -3%
BNP Paribas Asset Management
63
BNP Paribas Asset Management
France
$6.5M 30,588 +9,575 +46%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$6.47M 30,461 +20,533 +207%
SAA
65
Southeast Asset Advisors
Georgia
$6.42M 30,213 +369 +1%
Fisher Asset Management
66
Fisher Asset Management
Washington
$6.12M 28,844 +1,279 +5%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$5.66M 26,661 +50 +0.2%
NC
68
Nicholas Company
Wisconsin
$5.59M 26,320 – –
Daiwa Securities Group
69
Daiwa Securities Group
Japan
$5.36M 25,236 -3,469 -12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
70
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.33M 25,079 +23,650 +1,655%
State of Wisconsin Investment Board
71
State of Wisconsin Investment Board
Wisconsin
$5.19M 24,452 -1,662 -6%
Franklin Resources
72
Franklin Resources
California
$4.77M 22,457 -499 -2%
Russell Investments Group
73
Russell Investments Group
United Kingdom
$4.58M 21,585 +11,447 +113%
HF
74
HRT Financial
New York
$4.56M 21,493 +21,493 New
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$4.31M 20,303 +20,303 New
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