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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$329M
2
PL
2
Perpetual Ltd
Australia
$79.6M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$30.5M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
SEI Investments
5
SEI Investments
Pennsylvania
$26M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$8.19M
2
WA
2
Wasatch Advisors
Utah
$113M
3
Millennium Management
3
Millennium Management
New York
$69.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$792M 3,900,090 -45,691 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$506M 2,491,640 +17,007 +0.7%
Bank of America
3
Bank of America
North Carolina
$499M 2,456,424 +125,371 +5%
Morgan Stanley
4
Morgan Stanley
New York
$329M 1,621,162 +401,988 +33%
BAMCO Inc
5
BAMCO Inc
New York
$229M 1,128,519 -5,000 -0.4%
BlackRock
6
BlackRock
New York
$224M 1,105,066 +8,845 +0.8%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$178M 875,928 -23,656 -3%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$177M 871,362 +36,998 +4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$129M 635,328 +34,511 +6%
WA
10
Wasatch Advisors
Utah
$113M 554,747 -84,162 -13%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$83.3M 410,501 -55,450 -12%
State Street
12
State Street
Massachusetts
$80.2M 395,102 +10,615 +3%
PL
13
Perpetual Ltd
Australia
$79.6M 392,108 +392,108 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$76.6M 377,389 +11,348 +3%
Millennium Management
15
Millennium Management
New York
$69.7M 343,481 -73,694 -18%
Invesco
16
Invesco
Georgia
$67.9M 334,371 -69 -0%
Renaissance Technologies
17
Renaissance Technologies
New York
$63.3M 311,600 -29,770 -9%
PIMC
18
Praesidium Investment Management Company
New York
$61.3M 301,840 +3,164 +1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$60.3M 297,202 -4,792 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$57.6M 283,546 -2,024 -0.7%
Norges Bank
21
Norges Bank
Norway
$50.1M 246,634 -942 -0.4%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$45.4M 223,572 -8,648 -4%
RA
23
Royce & Associates
New York
$39M 192,036 -274 -0.1%
ACM
24
American Capital Management
New York
$37.4M 184,056 -392 -0.2%
Charles Schwab
25
Charles Schwab
California
$33.7M 166,060 +2,283 +1%
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