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Morningstar
MORN

Overview Fund Activity

339 hedge funds and large institutions have $7.91B invested in Morningstar in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 99 increasing their positions, 129 reducing their positions, and 33 closing their positions.

Holders
339
Holders Change
+24
Holders Change %
+7.62%
% of All Funds
5.24%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
59
Increased
99
Reduced
129
Closed
33
Calls
$8.24M
Puts
$17.2M
Net Calls
-$8.96M
Net Calls Change
-$7.69M

Top Buyers

1
Select Equity Group
1
Select Equity Group
New York
$1.66B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$129M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$39.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$197M
5
ECM
5
Engle Capital Management
Connecticut
$23.8M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$29.1M
2
Millennium Management
2
Millennium Management
New York
$43.1M
3
ACM
3
Atlanta Capital Management
Georgia
$347M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$297M
5
Artisan Partners
5
Artisan Partners
Wisconsin
$144M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$1.66B 4,850,288 +688,048 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$777M 2,273,246 +5,347 +0.2%
BAMCO Inc
3
BAMCO Inc
New York
$413M 1,208,920 -499 -0%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$410M 1,198,957 -38,276 -3%
BlackRock
5
BlackRock
New York
$360M 1,052,758 +12,488 +1%
ACM
6
Atlanta Capital Management
Georgia
$347M 1,015,513 -85,207 -8%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$297M 869,129 -54,603 -6%
WA
8
Wasatch Advisors
Utah
$276M 805,703 -8,870 -1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$197M 576,347 +97,873 +20%
ESCM
10
Echo Street Capital Management
New York
$180M 527,361 -23,388 -4%
PG
11
Pendal Group
Australia
$151M 441,537 -5,307 -1%
Artisan Partners
12
Artisan Partners
Wisconsin
$144M 420,553 -39,591 -9%
Renaissance Technologies
13
Renaissance Technologies
New York
$141M 410,900 -39,270 -9%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$129M 376,239 +376,239 New
State Street
15
State Street
Massachusetts
$126M 367,576 +13,752 +4%
Invesco
16
Invesco
Georgia
$110M 322,939 -1,646 -0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$109M 319,041 +11,178 +4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$107M 313,742 -1,256 -0.4%
RA
19
Royce & Associates
New York
$107M 313,459 -26,291 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$105M 307,535 -11,991 -4%
PIMC
21
Praesidium Investment Management Company
New York
$77.5M 226,512 -17,355 -7%
Norges Bank
22
Norges Bank
Norway
$77.3M 225,967 -1,936 -0.8%
ACM
23
American Capital Management
New York
$63.1M 184,391 -418 -0.2%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$49.1M 143,494 -1,465 -1%
Bank of America
25
Bank of America
North Carolina
$47.8M 139,879 -3,683 -3%
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