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Morningstar
MORN

Overview Fund Activity

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.45%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$456M
2
Morgan Stanley
2
Morgan Stanley
New York
$44.1M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$52.2M
4
SPF
4
Steven Patrick Farmer
$17.9M
5
PIMC
5
Praesidium Investment Management Company
New York
$72.1M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$12.4M
2
WA
2
Wasatch Advisors
Utah
$169M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.31M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$247M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$991M 4,097,822 -39,497 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$582M 2,408,379 +5,177 +0.2%
Bank of America
3
Bank of America
North Carolina
$456M 1,886,016 +533,567 +39%
BAMCO Inc
4
BAMCO Inc
New York
$279M 1,155,415 -10,000 -0.9%
BlackRock
5
BlackRock
New York
$257M 1,063,077 -6,633 -0.6%
ACM
6
Atlanta Capital Management
Georgia
$248M 1,027,035 +3,649 +0.4%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$247M 1,020,854 -56,965 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$198M 819,418 -11,058 -1%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$190M 787,356 +53,747 +7%
WA
10
Wasatch Advisors
Utah
$169M 697,915 -81,522 -10%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$117M 485,276 +50,191 +12%
PG
12
Pendal Group
Australia
$102M 423,207 -21,065 -5%
Renaissance Technologies
13
Renaissance Technologies
New York
$95.4M 394,370 -21,200 -5%
State Street
14
State Street
Massachusetts
$91.4M 377,444 +8,851 +2%
Artisan Partners
15
Artisan Partners
Wisconsin
$87.7M 362,727 -41,821 -10%
Invesco
16
Invesco
Georgia
$80.1M 331,327 +7,166 +2%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$79.9M 330,495 -743 -0.2%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$73.9M 305,766 -9,599 -3%
PIMC
19
Praesidium Investment Management Company
New York
$72.1M 297,952 +72,513 +32%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$71.8M 296,726 -973 -0.3%
RA
21
Royce & Associates
New York
$57.9M 239,268 -18,509 -7%
Norges Bank
22
Norges Bank
Norway
$56.9M 235,310 +18,002 +8%
Principal Financial Group
23
Principal Financial Group
Iowa
$52.2M 215,933 +90,905 +73%
ACM
24
American Capital Management
New York
$44.4M 183,683 -2,744 -1%
Morgan Stanley
25
Morgan Stanley
New York
$44.1M 182,291 +111,040 +156%
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