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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Bank of America
2
Bank of America
North Carolina
$505M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$130M
5
SI
5
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
3
Select Equity Group
New York
$855M
4
Prudential Financial
4
Prudential Financial
New Jersey
$206K
5
RP
5
Regal Partners
Australia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$855M 3,945,781 -59,237 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$536M 2,474,633 +35,612 +1%
Bank of America
3
Bank of America
North Carolina
$505M 2,331,053 +218,329 +10%
Morgan Stanley
4
Morgan Stanley
New York
$264M 1,219,174 +1,063,888 +685%
BAMCO Inc
5
BAMCO Inc
New York
$246M 1,133,519 -16,896 -1%
BlackRock
6
BlackRock
New York
$237M 1,096,221 +43,747 +4%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$195M 899,584 -103,946 -10%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$181M 834,364 +39,036 +5%
WA
9
Wasatch Advisors
Utah
$138M 638,909 -8,428 -1%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$130M 600,817 +115,245 +24%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$101M 465,951 -133,192 -22%
Millennium Management
12
Millennium Management
New York
$90.4M 417,175 +4,840 +1%
State Street
13
State Street
Massachusetts
$83.3M 384,487 -3,807 -1%
PG
14
Pendal Group
Australia
$82.7M 381,928 +31,146 +9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$79.3M 366,041 +18,913 +5%
Renaissance Technologies
16
Renaissance Technologies
New York
$73.9M 341,370 -27,700 -8%
Artisan Partners
17
Artisan Partners
Wisconsin
$73.4M 338,784 -19,546 -5%
Invesco
18
Invesco
Georgia
$72.4M 334,440 +2,254 +0.7%
PIMC
19
Praesidium Investment Management Company
New York
$64.7M 298,676 -28,608 -9%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$61.9M 285,570 -3,585 -1%
Norges Bank
21
Norges Bank
Norway
$53.6M 247,576 +9,126 +4%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$50.3M 232,220 +132,021 +132%
RA
23
Royce & Associates
New York
$41.7M 192,310 +1,279 +0.7%
ACM
24
American Capital Management
New York
$39.9M 184,448 +871 +0.5%
Principal Financial Group
25
Principal Financial Group
Iowa
$39.1M 180,545 -24,224 -12%
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