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Morningstar
MORN

Overview Fund Activity

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$53.6M
2
Victory Capital Management
2
Victory Capital Management
Texas
$21.5M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$92M
4
Lazard Asset Management
4
Lazard Asset Management
New York
$37.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$225M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$200M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.76M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$9.75M
4
Goldman Sachs
4
Goldman Sachs
New York
$9.12M
5
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$225M 1,937,895 +44,564 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$207M 1,781,969 +21,356 +1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$200M 1,723,281 -201,168 -10%
ACM
4
Atlanta Capital Management
Georgia
$185M 1,587,517 +20,857 +1%
BAMCO Inc
5
BAMCO Inc
New York
$159M 1,364,284 -30,774 -2%
BlackRock
6
BlackRock
New York
$103M 888,702 -18,928 -2%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$92M 791,174 +77,554 +11%
Renaissance Technologies
8
Renaissance Technologies
New York
$83.4M 717,570 +34,054 +5%
RA
9
Royce & Associates
New York
$59.9M 515,691 +5,803 +1%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$59.3M 510,000 -2,000 -0.4%
Select Equity Group
11
Select Equity Group
New York
$53.6M 460,863 +225,632 +96%
Invesco
12
Invesco
Georgia
$41.3M 355,236 -9,527 -3%
Lazard Asset Management
13
Lazard Asset Management
New York
$37.2M 320,240 +72,895 +29%
EAM
14
Eagle Asset Management
Florida
$37.1M 318,780 -2,649 -0.8%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$36.6M 314,904 +2,649 +0.8%
Artisan Partners
16
Artisan Partners
Wisconsin
$36.4M 312,727 +39,454 +14%
CIP
17
Champlain Investment Partners
Vermont
$36.1M 310,460 +3,765 +1%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$35.1M 301,771 -634 -0.2%
State Street
19
State Street
Massachusetts
$33.9M 291,717 +22,315 +8%
Norges Bank
20
Norges Bank
Norway
$30.9M 265,586 – –
CTA
21
Carillon Tower Advisers
Florida
$29.3M 252,885 – –
Wells Fargo
22
Wells Fargo
California
$28.1M 242,049 -24,852 -9%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$26.2M 225,192 +8,865 +4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$25.9M 222,886 -9,808 -4%
ACM
25
American Capital Management
New York
$23.5M 201,792 +2,142 +1%
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