MORN icon

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 Holding Trade Value Shares
Change 		Shares
Change %
AAM
101
Azzad Asset Management
Virginia
$2.07M +$8.49K +40 +0.4%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$2.07M -$47.6K -224 -2%
M&T Bank
103
M&T Bank
New York
$2.07M -$15.5K -73 -0.7%
AllianceBernstein
104
AllianceBernstein
Tennessee
$2.03M -$28.5K -134 -1%
OAM
105
Oppenheimer Asset Management
New York
$1.9M -$99.8K -470 -5%
KIC
106
Kensington Investment Counsel
California
$1.89M +$10.8K +51 +0.6%
Neuberger Berman Group
107
Neuberger Berman Group
New York
$1.88M -$140K -659 -7%
RAM
108
Redmond Asset Management
Virginia
$1.81M +$490K +2,309 +37%
Bessemer Group
109
Bessemer Group
New Jersey
$1.79M – – –
Squarepoint
110
Squarepoint
New York
$1.78M +$1.78M +8,401 New
HighTower Advisors
111
HighTower Advisors
Illinois
$1.76M -$51K -241 -3%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$1.74M -$527K -2,483 -23%
AI
113
Atria Investments
North Carolina
$1.7M -$371K -1,748 -18%
N
114
Natixis
France
$1.7M +$1.7M +8,000 New
DA
115
Duality Advisers
Florida
$1.6M -$555K -2,613 -26%
ACM
116
Alamar Capital Management
California
$1.58M -$171K -805 -10%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$1.56M +$682K +3,210 +78%
Cerity Partners
118
Cerity Partners
New York
$1.55M -$77.1K -363 -5%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$1.51M -$281K -1,323 -16%
ASRS
120
Arizona State Retirement System
Arizona
$1.48M -$4.03K -19 -0.3%
BMSSC
121
B. Metzler seel. Sohn & Co
Germany
$1.48M -$75K -353 -5%
Aviva
122
Aviva
United Kingdom
$1.47M -$303K -1,426 -17%
William Blair & Company
123
William Blair & Company
Illinois
$1.41M -$42.3K -199 -3%
ACM
124
Ashford Capital Management
Delaware
$1.4M +$47.3K +223 +3%
Two Sigma Advisers
125
Two Sigma Advisers
New York
$1.4M -$127K -600 -8%
3 4
5
6 7