MORN icon

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 Holding Trade Value Shares
Change 		Shares
Change %
BRCM
101
Bright Rock Capital Management
Massachusetts
$2.42M – – –
VOYA Investment Management
102
VOYA Investment Management
Georgia
$2.41M -$261K -1,080 -10%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$2.4M -$86.6K -358 -3%
AI
104
Atria Investments
North Carolina
$2.36M -$468K -1,933 -17%
M&T Bank
105
M&T Bank
New York
$2.36M +$481K +2,004 +26%
AAM
106
Azzad Asset Management
Virginia
$2.35M +$18.6K +77 +0.8%
AllianceBernstein
107
AllianceBernstein
Tennessee
$2.34M +$47.1K +195 +2%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$2.3M -$234K -970 -9%
OAM
109
Oppenheimer Asset Management
New York
$2.27M -$246K -1,016 -10%
KIC
110
Kensington Investment Counsel
California
$2.14M -$51.5K -213 -2%
HighTower Advisors
111
HighTower Advisors
Illinois
$2.08M -$1.21K -5 -0.1%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$2.05M -$155K -642 -7%
Bessemer Group
113
Bessemer Group
New Jersey
$2.04M +$132K +545 +7%
Aviva
114
Aviva
United Kingdom
$2.02M +$42.1K +174 +2%
ACM
115
Alamar Capital Management
California
$1.99M -$63.4K -262 -3%
Citadel Advisors
116
Citadel Advisors
Florida
$1.92M +$1.37M +5,653 +247%
Rafferty Asset Management
117
Rafferty Asset Management
New York
$1.91M -$937K -3,875 -33%
Cerity Partners
118
Cerity Partners
New York
$1.85M +$334K +1,382 +22%
Deutsche Bank
119
Deutsche Bank
Germany
$1.8M -$182K -753 -9%
BMSSC
120
B. Metzler seel. Sohn & Co
Germany
$1.77M -$319K -1,319 -15%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$1.74M +$339K +1,400 +24%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$1.72M -$704K -2,910 -29%
Royal Bank of Canada
123
Royal Bank of Canada
Ontario, Canada
$1.69M +$117K +482 +7%
ASRS
124
Arizona State Retirement System
Arizona
$1.69M +$140K +579 +9%
William Blair & Company
125
William Blair & Company
Illinois
$1.66M -$48.4K -200 -3%
3 4
5
6 7