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Morningstar
MORN

Overview Fund Activity

293 hedge funds and large institutions have $4.79B invested in Morningstar in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
293
Holders Change
-7
Holders Change %
-2.33%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
115
Reduced
90
Closed
39
Calls
$8.93M
Puts
$4.5M
Net Calls
+$4.43M
Net Calls Change
+$6.09M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$246M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$92.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$28.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$254M
2
PL
2
Perpetual Ltd
Australia
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
SI
5
Scout Investments
Missouri
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Select Equity Group
1
Select Equity Group
New York
$772M 3,937,634 +37,544 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$486M 2,477,583 -14,057 -0.6%
Morgan Stanley
3
Morgan Stanley
New York
$380M 1,938,191 +317,029 +20%
Bank of America
4
Bank of America
North Carolina
$254M 1,294,795 -1,161,629 -47%
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$246M 1,254,599 +378,671 +43%
BAMCO Inc
6
BAMCO Inc
New York
$241M 1,228,417 +99,898 +9%
BlackRock
7
BlackRock
New York
$225M 1,148,416 +43,350 +4%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$152M 773,416 -97,946 -11%
Goldman Sachs
9
Goldman Sachs
New York
$148M 754,704 +687,459 +1,022%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$123M 627,357 -7,971 -1%
WA
11
Wasatch Advisors
Utah
$99.7M 508,261 -46,486 -8%
LIP
12
Liontrust Investment Partners
United Kingdom
$92.1M 469,642 +319,642 +213%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$85.2M 434,749 +24,248 +6%
State Street
14
State Street
Massachusetts
$78.2M 399,032 +3,930 +1%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$77M 392,511 +15,122 +4%
Millennium Management
16
Millennium Management
New York
$65.2M 332,294 -11,187 -3%
Invesco
17
Invesco
Georgia
$65.1M 332,175 -2,196 -0.7%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$57.8M 294,731 -2,471 -0.8%
Renaissance Technologies
19
Renaissance Technologies
New York
$57.4M 292,800 -18,800 -6%
PIMC
20
Praesidium Investment Management Company
New York
$53.7M 274,070 -27,770 -9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$53.4M 272,113 -11,433 -4%
Norges Bank
22
Norges Bank
Norway
$50.6M 257,843 +11,209 +5%
RA
23
Royce & Associates
New York
$38.5M 196,277 +4,241 +2%
Ameriprise
24
Ameriprise
Minnesota
$37.7M 192,421 +118,373 +160%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$37.6M 191,691 -31,881 -14%
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