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Morningstar
MORN

Overview Fund Activity

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.08B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$239M
3
ESCM
3
Echo Street Capital Management
New York
$143M
4
LP
4
LMR Partners
United Kingdom
$17.7M
5
2
5
2Xideas
Switzerland
$11.2M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$320M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$124M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$29.8M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$1.08B 4,162,240 +525,245 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$587M 2,267,899 -96,537 -4%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$320M 1,237,233 -119,743 -9%
BAMCO Inc
4
BAMCO Inc
New York
$313M 1,209,419 -5,790 -0.5%
ACM
5
Atlanta Capital Management
Georgia
$285M 1,100,720 -7,051 -0.6%
BlackRock
6
BlackRock
New York
$269M 1,040,270 -9,961 -0.9%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$239M 923,732 +178,679 +24%
WA
8
Wasatch Advisors
Utah
$211M 814,573 +467 +0.1%
ESCM
9
Echo Street Capital Management
New York
$143M 550,749 +104,492 +23%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$124M 478,474 -75,122 -14%
Artisan Partners
11
Artisan Partners
Wisconsin
$119M 460,144 -3,690 -0.8%
Renaissance Technologies
12
Renaissance Technologies
New York
$117M 450,170 -25,400 -5%
PG
13
Pendal Group
Australia
$116M 446,844 -2,910 -0.6%
State Street
14
State Street
Massachusetts
$91.7M 353,824 +4,377 +1%
RA
15
Royce & Associates
New York
$88M 339,750 +13,881 +4%
Invesco
16
Invesco
Georgia
$84.1M 324,585 -571 -0.2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$82.8M 319,526 -3,889 -1%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$81.6M 314,998 +1,257 +0.4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$79.7M 307,863 -826 -0.3%
Wells Fargo
20
Wells Fargo
California
$65M 250,931 -9,851 -4%
PIMC
21
Praesidium Investment Management Company
New York
$63.2M 243,867 +8,855 +4%
Norges Bank
22
Norges Bank
Norway
$59M 227,903 +8,256 +4%
Millennium Management
23
Millennium Management
New York
$56.7M 219,052 +28,535 +15%
ACM
24
American Capital Management
New York
$47.9M 184,809 -7,516 -4%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$37.5M 144,959 +4,039 +3%
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