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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$1.13B 4,137,319 -712,969 -15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$656M 2,403,202 +129,956 +6%
Bank of America
3
Bank of America
North Carolina
$369M 1,352,449 +1,212,570 +867%
BAMCO Inc
4
BAMCO Inc
New York
$318M 1,165,415 -43,505 -4%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$294M 1,077,819 -121,138 -10%
BlackRock
6
BlackRock
New York
$292M 1,069,710 +16,952 +2%
ACM
7
Atlanta Capital Management
Georgia
$280M 1,023,386 +7,873 +0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$227M 830,476 -38,653 -4%
WA
9
Wasatch Advisors
Utah
$213M 779,437 -26,266 -3%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$200M 733,609 +157,262 +27%
ESCM
11
Echo Street Capital Management
New York
$135M 495,864 -31,497 -6%
PG
12
Pendal Group
Australia
$121M 444,272 +2,735 +0.6%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$119M 435,085 +58,846 +16%
Renaissance Technologies
14
Renaissance Technologies
New York
$114M 415,570 +4,670 +1%
Artisan Partners
15
Artisan Partners
Wisconsin
$111M 404,548 -16,005 -4%
State Street
16
State Street
Massachusetts
$101M 368,593 +1,017 +0.3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$90.5M 331,238 +12,197 +4%
Invesco
18
Invesco
Georgia
$88.6M 324,161 +1,222 +0.4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$86.2M 315,365 +1,623 +0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$81.3M 297,699 -9,836 -3%
RA
21
Royce & Associates
New York
$70.4M 257,777 -55,682 -18%
PIMC
22
Praesidium Investment Management Company
New York
$61.6M 225,439 -1,073 -0.5%
Norges Bank
23
Norges Bank
Norway
$59.4M 217,308 -8,659 -4%
ACM
24
American Capital Management
New York
$50.9M 186,427 +2,036 +1%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$40.5M 148,198 +4,704 +3%
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