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Morningstar
MORN

Overview Fund Activity

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$691M
2
PG
2
Pendal Group
Australia
$100M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$529M
4
ESCM
4
Echo Street Capital Management
New York
$63.1M
5
BlackRock
5
BlackRock
New York
$248M

Top Sellers

1
ACM
1
Atlanta Capital Management
Georgia
$252M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$35.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M
4
IAM
4
Iridian Asset Management
Connecticut
$1.15M
5
BTW
5
Boston Trust Walden
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$691M 3,069,099 +833,192 +37%
Vanguard Group
2
Vanguard Group
Pennsylvania
$529M 2,350,787 +311,520 +15%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$401M 1,780,120 -12,000 -0.7%
BAMCO Inc
4
BAMCO Inc
New York
$292M 1,299,618 -38,217 -3%
ACM
5
Atlanta Capital Management
Georgia
$252M 1,118,052 -209,648 -16%
BlackRock
6
BlackRock
New York
$248M 1,103,691 +83,190 +8%
WA
7
Wasatch Advisors
Utah
$188M 837,105 -4,612 -0.5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$173M 769,382 -188,552 -20%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$134M 597,167 -84,067 -12%
Renaissance Technologies
10
Renaissance Technologies
New York
$114M 505,970 -95,700 -16%
PG
11
Pendal Group
Australia
$100M 445,519 +445,519 New
Artisan Partners
12
Artisan Partners
Wisconsin
$89.6M 398,206 +6,958 +2%
RA
13
Royce & Associates
New York
$75.3M 334,400 -48,343 -13%
Invesco
14
Invesco
Georgia
$73.8M 327,747 +2,767 +0.9%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$72.4M 321,776 +9,176 +3%
Wells Fargo
16
Wells Fargo
California
$71.1M 316,103 +63,247 +25%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$71.1M 315,910 +2,766 +0.9%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$68.2M 302,873 +10,721 +4%
ESCM
19
Echo Street Capital Management
New York
$63.1M 280,521 +280,521 New
State Street
20
State Street
Massachusetts
$62.8M 279,058 -5,901 -2%
Norges Bank
21
Norges Bank
Norway
$44.9M 199,607 -27,345 -12%
ACM
22
American Capital Management
New York
$43.2M 192,175 +262 +0.1%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$41.6M 184,674 -77,503 -30%
Principal Financial Group
24
Principal Financial Group
Iowa
$37.3M 165,586 +22,473 +16%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$35.9M 159,425 -205,200 -56%
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