MORN - Morningstar Inc Stock Price, Fair Value and News
314.16USD+4.38 (+1.41%)Market Closed
Which funds bought or sold MORN recently?
Which funds are the top buyers of MORN?
| Fund Name | # Shares | $ Value | % Port. |
|---|---|---|---|
| Select Equity Group, L.P. | 2,984,030 | 854,148,000 | 3.04% |
| VANGUARD GROUP INC | 2,576,670 | 737,546,000 | 0.02% |
| BlackRock Inc. | 2,392,040 | 684,698,000 | 0.02% |
| MORGAN STANLEY | 1,936,060 | 554,177,000 | 0.05% |
| BAMCO INC /NY/ | 1,322,450 | 378,538,000 | 1.01% |
| BANK OF AMERICA CORP /DE/ | 1,292,310 | 369,910,000 | 0.04% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,246,570 | 356,818,000 | 0.89% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1,075,730 | 307,917,000 | 0.10% |
| ATLANTA CAPITAL MANAGEMENT CO L L C | 1,029,600 | 218,606,000 | 0.97% |
| STATE STREET CORP | 741,535 | 212,257,000 | 0.01% |
Which funds have put a big percent of portfolio in MORN?
| Fund Name | $ Value | % Port. |
|---|---|---|
| PELHAM GLOBAL FINANCIALS LTD | 17,744,000 | 22.50% |
| Praesidium Investment Management Company, LLC | 50,720,300 | 6.26% |
| Select Equity Group, L.P. | 854,148,000 | 3.04% |
| Liontrust Investment Partners LLP | 121,635,000 | 1.77% |
| CRAMER ROSENTHAL MCGLYNN LLC | 26,467,200 | 1.44% |
| AMERICAN CAPITAL MANAGEMENT INC | 40,854,200 | 1.40% |
| CEERA INVESTMENTS, LLC | 2,859,820 | 1.35% |
| BARLOW WEALTH PARTNERS, INC. | 9,132,830 | 1.30% |
| Kensington Investment Counsel, LLC | 2,380,660 | 1.25% |
| Covey Capital Advisors, LLC | 984,379 | 1.25% |
Trend of No. of funds that hold MORN
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
| Fund Name | $ Bought |
|---|---|
| NORGES BANK | 85,814,200 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 20,985,800 |
| Farmer Steven Patrick | 17,910,000 |
| BARLOW WEALTH PARTNERS, INC. | 9,132,830 |
| DUALITY ADVISERS, LP | 4,053,440 |
| EVOKE WEALTH, LLC | 3,732,000 |
| State of Tennessee, Treasury Department | 3,578,000 |
| Susquehanna Portfolio Strategies, LLC | 2,618,240 |
Additions
Reductions
| Fund Name | % Reduced |
|---|---|
| SYSTM Wealth Solutions LLC | -99.21 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | -93.32 |
| BANK OF NOVA SCOTIA | -83.55 |
| NATIONAL BANK OF CANADA /FI/ | -81.5 |
| Holocene Advisors, LP | -79.85 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -78.75 |
| Invesco Ltd. | -76.6 |
| BARCLAYS PLC | -75.69 |
Sold off
| Fund Name | $ Sold |
|---|---|
| 2Xideas AG | -12,797,500 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | -11,712,000 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -2,445,470 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -2,445,470 |
| MARSHALL WACE, LLP | -1,873,920 |
| Alamar Capital Management, LLC | -1,368,190 |
| Lloyd Advisory Services, LLC. | -862,783 |
| Ergoteles LLC | -671,932 |