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Morningstar
MORN

Overview Fund Activity

294 hedge funds and large institutions have $5.62B invested in Morningstar in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 117 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
294
Holders Change
-13
Holders Change %
-4.23%
% of All Funds
5.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
117
Reduced
90
Closed
39
Calls
$2.62M
Puts
$2.57M
Net Calls
+$50K
Net Calls Change
-$1.05M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$935M
2
PIMC
2
Praesidium Investment Management Company
New York
$60.4M
3
ESCM
3
Echo Street Capital Management
New York
$115M
4
State Street
4
State Street
Massachusetts
$89.8M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$119M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$349M
2
BAMCO Inc
2
BAMCO Inc
New York
$312M
3
New York State Common Retirement Fund
3
New York State Common Retirement Fund
New York
$30.8M
4
Principal Financial Group
4
Principal Financial Group
Iowa
$27.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$12.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$935M 3,636,995 +567,896 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$608M 2,364,436 +13,649 +0.6%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$349M 1,356,976 -423,144 -24%
BAMCO Inc
4
BAMCO Inc
New York
$312M 1,215,209 -84,409 -6%
ACM
5
Atlanta Capital Management
Georgia
$285M 1,107,771 -10,281 -0.9%
BlackRock
6
BlackRock
New York
$270M 1,050,231 -53,460 -5%
WA
7
Wasatch Advisors
Utah
$209M 814,106 -22,999 -3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$192M 745,053 -24,329 -3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$142M 553,596 -43,571 -7%
Renaissance Technologies
10
Renaissance Technologies
New York
$122M 475,570 -30,400 -6%
Artisan Partners
11
Artisan Partners
Wisconsin
$119M 463,834 +65,628 +16%
PG
12
Pendal Group
Australia
$116M 449,754 +4,235 +1%
ESCM
13
Echo Street Capital Management
New York
$115M 446,257 +165,736 +59%
State Street
14
State Street
Massachusetts
$89.8M 349,447 +70,389 +25%
RA
15
Royce & Associates
New York
$83.8M 325,869 -8,531 -3%
Invesco
16
Invesco
Georgia
$83.6M 325,156 -2,591 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$83.2M 323,415 +1,639 +0.5%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$80.7M 313,741 -2,169 -0.7%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$79.4M 308,689 +5,816 +2%
Wells Fargo
20
Wells Fargo
California
$67M 260,782 -55,321 -18%
PIMC
21
Praesidium Investment Management Company
New York
$60.4M 235,012 +235,012 New
Norges Bank
22
Norges Bank
Norway
$56.5M 219,647 +20,040 +10%
ACM
23
American Capital Management
New York
$49.4M 192,325 +150 +0.1%
Millennium Management
24
Millennium Management
New York
$49M 190,517 +65,177 +52%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$41.6M 161,843 +17,861 +12%
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