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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 Holding Trade Value Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$2.87M +$17.2K +63 +0.6%
PCA
102
Pallas Capital Advisors
Massachusetts
$2.85M +$319K +1,165 +13%
OAM
103
Oppenheimer Asset Management
New York
$2.85M +$4.1K +15 +0.1%
GKFF
104
George Kaiser Family Foundation
Oklahoma
$2.81M +$4.92K +18 +0.2%
T. Rowe Price Associates
105
T. Rowe Price Associates
Maryland
$2.81M +$270K +989 +11%
Envestnet Asset Management
106
Envestnet Asset Management
Illinois
$2.77M -$199K -727 -7%
D.E. Shaw & Co
107
D.E. Shaw & Co
New York
$2.73M +$1.23M +4,495 +82%
BRCM
108
Bright Rock Capital Management
Massachusetts
$2.73M – – –
AG
109
Algert Global
California
$2.65M +$2M +7,324 +307%
AAM
110
Azzad Asset Management
Virginia
$2.64M +$2.64M +9,651 New
AllianceBernstein
111
AllianceBernstein
Tennessee
$2.59M -$62.5K -229 -2%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$2.56M -$2.8M -10,260 -52%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.49M -$3.08M -11,270 -55%
KIC
114
Kensington Investment Counsel
California
$2.48M -$247K -905 -9%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$2.43M +$158K +576 +7%
BMSSC
116
B. Metzler seel. Sohn & Co
Germany
$2.36M +$2.46K +9 +0.1%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$2.36M +$39.6K +145 +2%
HighTower Advisors
118
HighTower Advisors
Illinois
$2.34M +$201K +738 +9%
ACM
119
Alamar Capital Management
California
$2.32M +$36.1K +132 +2%
Deutsche Bank
120
Deutsche Bank
Germany
$2.24M -$48.1K -176 -2%
Aviva
121
Aviva
United Kingdom
$2.23M +$44.8K +164 +2%
Bessemer Group
122
Bessemer Group
New Jersey
$2.16M +$11.2K +41 +0.5%
M&T Bank
123
M&T Bank
New York
$2.13M -$36.3K -133 -2%
William Blair & Company
124
William Blair & Company
Illinois
$1.93M -$64.2K -235 -3%
BOS
125
Bank of Stockton
California
$1.86M +$71.3K +261 +4%
3 4
5
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