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Morningstar
MORN

Overview Fund Activity

268 hedge funds and large institutions have $3.27B invested in Morningstar in 2020 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 102 increasing their positions, 72 reducing their positions, and 27 closing their positions.

Holders
268
Holders Change
+19
Holders Change %
+7.63%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
46
Increased
102
Reduced
72
Closed
27
Calls
$2.12M
Puts
$819K
Net Calls
+$1.3M
Net Calls Change
+$723K

Top Buyers

1
WA
1
Wasatch Advisors
Utah
$132M
2
BBHC
2
Brown Brothers Harriman & Co
New York
$17.5M
3
Select Equity Group
3
Select Equity Group
New York
$92.3M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$50.3M
5
CCM
5
Copeland Capital Management
Pennsylvania
$36.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$188M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$10M
3
MAM
3
Martingale Asset Management
Massachusetts
$2.61M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$50.9M
5
GGPE
5
Golden Gate Private Equity
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$296M 1,843,925 -67,898 -4%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$291M 1,811,967 +4,470 +0.2%
ACM
3
Atlanta Capital Management
Georgia
$242M 1,503,656 +38,558 +3%
BAMCO Inc
4
BAMCO Inc
New York
$216M 1,341,882 -7,275 -0.5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M 1,169,107 -167,142 -13%
BlackRock
6
BlackRock
New York
$165M 1,025,652 -19,150 -2%
WA
7
Wasatch Advisors
Utah
$132M 822,991 +176,136 +27%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$132M 828,027 +2,607 +0.3%
Renaissance Technologies
9
Renaissance Technologies
New York
$116M 724,370 -35,100 -5%
Mawer Investment Management
10
Mawer Investment Management
Alberta, Canada
$92.3M 574,900 -3,100 -0.5%
Select Equity Group
11
Select Equity Group
New York
$92.3M 574,575 +96,914 +20%
RA
12
Royce & Associates
New York
$73.3M 456,131 -24,433 -5%
Invesco
13
Invesco
Georgia
$52.2M 324,785 -11,221 -3%
Artisan Partners
14
Artisan Partners
Wisconsin
$50.9M 316,926 -84,279 -21%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$50.5M 314,747 +1,020 +0.3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.3M 313,077 +61,280 +24%
CIP
17
Champlain Investment Partners
Vermont
$49.8M 310,310 -1,380 -0.4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$46.8M 291,279 -19,535 -6%
State Street
19
State Street
Massachusetts
$46.1M 286,890 -11,124 -4%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$38.7M 241,055 +21,963 +10%
Norges Bank
21
Norges Bank
Norway
$38.3M 238,414 -17,935 -7%
CCM
22
Copeland Capital Management
Pennsylvania
$36.8M 229,199 +54,763 +31%
Lazard Asset Management
23
Lazard Asset Management
New York
$31.6M 196,461 -57,903 -23%
ACM
24
American Capital Management
New York
$30.9M 192,506 -10,570 -5%
Wells Fargo
25
Wells Fargo
California
$29.8M 185,756 -7,438 -4%
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