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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 %
BRCM
101
Bright Rock Capital Management
Massachusetts
$2.57M 10,000 – –
GKFF
102
George Kaiser Family Foundation
Oklahoma
$2.55M 9,918 +9,918 New
BMSSC
103
B. Metzler seel. Sohn & Co
Germany
$2.53M 9,853 -179 -2%
KIC
104
Kensington Investment Counsel
California
$2.31M 8,971 +209 +2%
OAM
105
Oppenheimer Asset Management
New York
$2.29M 8,912 +152 +2%
M&T Bank
106
M&T Bank
New York
$2.13M 8,288 +287 +4%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$2.09M 8,136 +200 +3%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$1.99M 7,756 +748 +11%
Squarepoint
109
Squarepoint
New York
$1.99M 7,748 +446 +6%
Neuberger Berman Group
110
Neuberger Berman Group
New York
$1.98M 7,744 +282 +4%
Impax Asset Management Group
111
Impax Asset Management Group
United Kingdom
$1.93M 7,488 – –
William Blair & Company
112
William Blair & Company
Illinois
$1.91M 7,422 -819 -10%
Truist Financial
113
Truist Financial
North Carolina
$1.87M 7,261 +1,544 +27%
Vontobel Holding
114
Vontobel Holding
Switzerland
$1.8M 7,000 – –
SC
115
Sepio Capital
Utah
$1.76M 6,836 -4 -0.1%
Russell Investments Group
116
Russell Investments Group
United Kingdom
$1.71M 6,653 -3,897 -37%
PCA
117
Pallas Capital Advisors
Massachusetts
$1.71M 6,406 +858 +15%
BOS
118
Bank of Stockton
California
$1.67M 6,487 -138 -2%
Bessemer Group
119
Bessemer Group
New Jersey
$1.66M 6,456 -2,940 -31%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$1.66M 6,456 +633 +11%
ASRS
121
Arizona State Retirement System
Arizona
$1.65M 6,421 -437 -6%
YMRC
122
Yorktown Management & Research Company
Virginia
$1.65M 6,400 +400 +7%
PAG
123
Private Advisor Group
New Jersey
$1.62M 6,296 – –
BSW
124
Buckingham Strategic Wealth
Missouri
$1.6M 6,224 – –
HighTower Advisors
125
HighTower Advisors
Illinois
$1.58M 6,145 +32 +0.5%
3 4
5
6 7