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Morningstar
MORN

Overview Fund Activity

239 hedge funds and large institutions have $3.04B invested in Morningstar in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 88 reducing their positions, and 31 closing their positions.

Holders
239
Holders Change
-4
Holders Change %
-1.65%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
33
Increased
77
Reduced
88
Closed
31
Calls
$6.51M
Puts
$1.59M
Net Calls
+$4.92M
Net Calls Change
+$3.81M

Top Buyers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$37.4M
2
Parnassus Investments
2
Parnassus Investments
California
$18M
3
WRF
3
Waddell & Reed Financial
Kansas
$17.3M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$14.4M
5
Select Equity Group
5
Select Equity Group
New York
$35.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M
2
New York State Common Retirement Fund
2
New York State Common Retirement Fund
New York
$32.7M
3
BAMCO Inc
3
BAMCO Inc
New York
$211M
4
Deutsche Bank
4
Deutsche Bank
Germany
$3.38M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$291M 1,924,449 -142,331 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$286M 1,893,331 +66,115 +4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$266M 1,760,613 +15,440 +0.9%
ACM
4
Atlanta Capital Management
Georgia
$237M 1,566,660 -32,536 -2%
BAMCO Inc
5
BAMCO Inc
New York
$211M 1,395,058 -60,647 -4%
BlackRock
6
BlackRock
New York
$137M 907,630 -1,653 -0.2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$108M 713,620 +26,022 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$103M 683,516 +17,646 +3%
Mawer Investment Management
9
Mawer Investment Management
Alberta, Canada
$77.5M 512,000 -1,600 -0.3%
RA
10
Royce & Associates
New York
$77.2M 509,888 -5,100 -1%
Invesco
11
Invesco
Georgia
$55.2M 364,763 -18,993 -5%
EAM
12
Eagle Asset Management
Florida
$48.6M 321,429 +6,764 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$47.2M 312,255 -3,899 -1%
CIP
14
Champlain Investment Partners
Vermont
$46.4M 306,695 +545 +0.2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$45.8M 302,405 -7,563 -2%
Artisan Partners
16
Artisan Partners
Wisconsin
$41.3M 273,273 +69,053 +34%
State Street
17
State Street
Massachusetts
$40.8M 269,402 -979 -0.4%
Wells Fargo
18
Wells Fargo
California
$40.4M 266,901 -34,406 -11%
Norges Bank
19
Norges Bank
Norway
$40.2M 265,586 – –
CTA
20
Carillon Tower Advisers
Florida
$38.3M 252,885 – –
Lazard Asset Management
21
Lazard Asset Management
New York
$37.4M 247,345 +145,050 +142%
Select Equity Group
22
Select Equity Group
New York
$35.6M 235,231 +93,339 +66%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$35.2M 232,694 +24,643 +12%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$32.7M 216,327 -77,111 -26%
ACM
25
American Capital Management
New York
$30.2M 199,650 +1,780 +0.9%
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