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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TownSquare Capital
Utah
$6.01M +$1.16M +4,240 +24%
Franklin Resources
77
Franklin Resources
California
$5.9M +$483K +1,767 +9%
BNP Paribas Asset Management
78
BNP Paribas Asset Management
France
$5.87M -$732K -2,680 -11%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$5.84M +$5.07M +18,544 +652%
Fisher Asset Management
80
Fisher Asset Management
Washington
$5.69M +$615K +2,252 +12%
YIA
81
YHB Investment Advisors
Connecticut
$5.42M -$869K -3,180 -14%
AIMCA
82
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.34M – – –
Arrowstreet Capital
83
Arrowstreet Capital
Massachusetts
$5.33M -$1.1M -4,030 -17%
MGWM
84
Marks Group Wealth Management
Minnesota
$4.52M +$221K +810 +5%
Citigroup
85
Citigroup
New York
$4.26M -$1.23M -4,489 -22%
Stifel Financial
86
Stifel Financial
Missouri
$3.79M -$786K -2,878 -17%
CB
87
Commerce Bank
Missouri
$3.77M +$29K +106 +0.8%
State of New Jersey Common Pension Fund D
88
State of New Jersey Common Pension Fund D
New Jersey
$3.62M – – –
CI
89
Ceera Investments
Texas
$3.59M -$21.9K -80 -0.6%
AQR Capital Management
90
AQR Capital Management
Connecticut
$3.54M +$337K +1,234 +11%
Ohio Public Employees Retirement System (OPERS)
91
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.42M -$203K -744 -6%
CCMINC
92
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.28M +$46.2K +169 +1%
US Bancorp
93
US Bancorp
Minnesota
$3.24M -$416K -1,524 -11%
Rafferty Asset Management
94
Rafferty Asset Management
New York
$3.22M -$156K -571 -5%
AI
95
Atria Investments
North Carolina
$3.2M +$582K +2,132 +22%
SOADOR
96
State of Alaska Department of Revenue
Alaska
$3.1M -$39.6K -145 -1%
UBS Group
97
UBS Group
Switzerland
$3.07M -$1.44M -5,286 -32%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$3.02M -$49.2K -180 -2%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$3M +$1.46M +5,334 +94%
Bank of Nova Scotia
100
Bank of Nova Scotia
Ontario, Canada
$2.93M -$1.4M -5,112 -32%
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4
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