MORN icon

Morningstar
MORN

Overview Fund Activity

312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.

Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
116
Closed
41
Calls
$4.5M
Puts
$19.2M
Net Calls
-$14.7M
Net Calls Change
+$9.06M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$87.5M
2
Bank of America
2
Bank of America
North Carolina
$449M
3
BCM
3
Bridgeway Capital Management
Texas
$7.48M
4
Man Group
4
Man Group
United Kingdom
$7.11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$518M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
Select Equity Group
2
Select Equity Group
New York
$850M
3
PGF
3
Pelham Global Financials
United Kingdom
$0
4
PG
4
Pendal Group
Australia
$74.5M
5
ESCM
5
Echo Street Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$850M 4,005,018 -92,804 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$518M 2,439,021 +30,642 +1%
Bank of America
3
Bank of America
North Carolina
$449M 2,112,724 +226,708 +12%
BAMCO Inc
4
BAMCO Inc
New York
$244M 1,150,415 -5,000 -0.4%
BlackRock
5
BlackRock
New York
$223M 1,052,474 -10,603 -1%
ACM
6
Atlanta Capital Management
Georgia
$219M 1,029,605 +2,570 +0.3%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$213M 1,003,530 -17,324 -2%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$169M 795,328 +7,972 +1%
WA
9
Wasatch Advisors
Utah
$137M 647,337 -50,578 -7%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$127M 599,143 -220,275 -27%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$103M 485,572 +296 +0.1%
Millennium Management
12
Millennium Management
New York
$87.5M 412,335 +412,335 New
State Street
13
State Street
Massachusetts
$82.4M 388,294 +10,850 +3%
Renaissance Technologies
14
Renaissance Technologies
New York
$78.4M 369,070 -25,300 -6%
Artisan Partners
15
Artisan Partners
Wisconsin
$76.1M 358,330 -4,397 -1%
PG
16
Pendal Group
Australia
$74.5M 350,782 -72,425 -17%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$73.7M 347,128 +16,633 +5%
Invesco
18
Invesco
Georgia
$70.5M 332,186 +859 +0.3%
PIMC
19
Praesidium Investment Management Company
New York
$69.5M 327,284 +29,332 +10%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$64.9M 305,888 +122 +0%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$61.4M 289,155 -7,571 -3%
Norges Bank
22
Norges Bank
Norway
$50.6M 238,450 +3,140 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$43.5M 204,769 -11,164 -5%
RA
24
Royce & Associates
New York
$40.6M 191,031 -48,237 -20%
ACM
25
American Capital Management
New York
$39M 183,577 -106 -0.1%
1
2 3 4 5