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Morningstar
MORN

Overview Fund Activity

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$91.2M
2
BlackRock
2
BlackRock
New York
$147M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$21.2M
4
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$14.5M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$56.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
EAM
2
Eagle Asset Management
Florida
$9.1M
3
CTA
3
Carillon Tower Advisers
Florida
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$6.43M
5
ACM
5
Atlanta Capital Management
Georgia
$207M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$270M 1,911,823 -26,072 -1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$255M 1,807,497 +25,528 +1%
ACM
3
Atlanta Capital Management
Georgia
$207M 1,465,098 -122,419 -8%
BAMCO Inc
4
BAMCO Inc
New York
$190M 1,349,157 -15,127 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M 1,336,249 -387,032 -22%
BlackRock
6
BlackRock
New York
$147M 1,044,802 +156,100 +18%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$116M 825,420 +34,246 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$107M 759,470 +41,900 +6%
WA
9
Wasatch Advisors
Utah
$91.2M 646,855 +646,855 New
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$81.5M 578,000 +68,000 +13%
RA
11
Royce & Associates
New York
$67.7M 480,564 -35,127 -7%
Select Equity Group
12
Select Equity Group
New York
$67.3M 477,661 +16,798 +4%
Artisan Partners
13
Artisan Partners
Wisconsin
$56.6M 401,205 +88,478 +28%
Invesco
14
Invesco
Georgia
$47.4M 336,006 -19,230 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$44.2M 313,727 -1,177 -0.4%
CIP
16
Champlain Investment Partners
Vermont
$43.9M 311,690 +1,230 +0.4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$43.8M 310,814 +9,043 +3%
State Street
18
State Street
Massachusetts
$42M 298,014 +6,297 +2%
Norges Bank
19
Norges Bank
Norway
$36.1M 256,349 -9,237 -3%
Lazard Asset Management
20
Lazard Asset Management
New York
$35.9M 254,364 -65,876 -21%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$35.5M 251,797 +28,911 +13%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$30.9M 219,092 -6,100 -3%
ACM
23
American Capital Management
New York
$28.6M 203,076 +1,284 +0.6%
Northern Trust
24
Northern Trust
Illinois
$27.5M 195,324 +10,604 +6%
Wells Fargo
25
Wells Fargo
California
$27.2M 193,194 -48,855 -20%
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