MORNINGSTAR INC

Ticker: MORN CUSIP: 617700109 Class: Common Stock

Note: Option positions (PUT/CALL) are excluded.

New Positions (79)

Increased Positions (141)

Aurora Investment Counsel
Value ($000) $2,085 (+135.9%) Shares 9,596 (+151.9%)
COOPER INVESTORS PTY LTD
Value ($000) $6,929 (-3.6%) Shares 31,887 (+2.9%)
AMERICAN CAPITAL MANAGEMENT INC
Value ($000) $24,570 (+6.8%) Shares 113,064 (+14.0%)
Numerai GP LLC
Value ($000) $2,540 (+217.6%) Shares 11,688 (+239.1%)
XTX Topco Ltd
Value ($000) $6,544 (+936.9%) Shares 30,112 (+1007.1%)
Sone Capital Management, LLC
Value ($000) $9,487 (+4.2%) Shares 43,658 (+11.3%)
Copeland Capital Management, LLC
Value ($000) $22,879 (+12.2%) Shares 105,282 (+19.8%)
denkapparat Operations GmbH
Value ($000) $512 (+99.5%) Shares 2,356 (+113.0%)
TWO SIGMA ADVISERS, LP
Value ($000) $76,971 (+106.3%) Shares 354,200 (+120.3%)
OCCUDO QUANTITATIVE STRATEGIES LP
Value ($000) $1,788 (+399.4%) Shares 8,227 (+433.2%)
Quantinno Capital Management LP
Value ($000) $41,020 (+224.0%) Shares 188,764 (+245.9%)
Gotham Asset Management, LLC
Value ($000) $21,792 (+288.4%) Shares 100,283 (+314.6%)
New Age Alpha Advisors, LLC
Value ($000) $3,055 (+132.7%) Shares 14,056 (+148.4%)
Engineers Gate Manager LP
Value ($000) $16,989 (+27.3%) Shares 78,179 (+35.9%)
AQR CAPITAL MANAGEMENT LLC
Value ($000) $195,644 (+38.6%) Shares 900,297 (+48.0%)
Corient Private Wealth LLC
Value ($000) $9,296 (+99.0%) Shares 260,978 (+1196.5%)
MEEDER ASSET MANAGEMENT INC
Value ($000) $12,538 (-3.1%) Shares 57,697 (+3.4%)
Jump Financial, LLC
Value ($000) $10,967 (+42.1%) Shares 50,467 (+51.7%)
TWO SIGMA INVESTMENTS, LP
Value ($000) $83,111 (+25.2%) Shares 382,454 (+33.6%)
CONFLUENCE INVESTMENT MANAGEMENT LLC
Value ($000) $15,436 (+10.4%) Shares 71,033 (+17.9%)

Decreased Positions (186)

Incline Global Management LLC
Value ($000) $1,364 (-91.2%) Shares 6,278 (-90.6%)
Liontrust Investment Partners LLP
Value ($000) $95 (-99.9%) Shares 436 (-99.9%)
Select Equity Group, L.P.
Value ($000) $330,853 (-32.2%) Shares 1,522,492 (-27.6%)
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Value ($000) $40,839 (-77.0%) Shares 187,931 (-75.4%)
Kensington Investment Counsel, LLC
Value ($000) $1,543 (-30.5%) Shares 7,100 (-25.8%)
Premier Fund Managers Ltd
Value ($000) $12 (-42.2%) Shares 56,272 (-37.9%)
BAMCO INC /NY/
Value ($000) $269,854 (-17.8%) Shares 1,241,794 (-12.2%)
DF DENT & CO INC
Value ($000) $31,638 (-31.7%) Shares 145,591 (-27.1%)
BARLOW WEALTH PARTNERS, INC.
Value ($000) $12,041 (-4.8%) Shares 55,533 (-3.4%)
DARK FOREST CAPITAL MANAGEMENT LP
Value ($000) $2,189 (-62.7%) Shares 10,071 (-60.1%)
Keeler THomas Management LLC
Value ($000) $639 (-36.9%) Shares 2,942 (-32.6%)
NICHOLAS COMPANY, INC.
Value ($000) $5,719 (-56.4%) Shares 26,315 (-53.5%)
Headlands Technologies LLC
Value ($000) $2,695 (-38.5%) Shares 12,403 (-34.3%)
Alliance Wealth Advisors, LLC /UT
Value ($000) $488 (-52.9%) Shares 2,246 (-49.7%)
CEERA INVESTMENTS, LLC
Value ($000) $1,760 (-15.1%) Shares 8,101 (-9.3%)
WASATCH ADVISORS LP
Value ($000) $73,030 (-15.4%) Shares 336,065 (-9.6%)
Voleon Capital Management LP
Value ($000) $683 (-84.4%) Shares 3,142 (-83.3%)
Motley Fool Asset Management LLC
Value ($000) $2,247 (-47.8%) Shares 10,339 (-44.3%)
RENAISSANCE TECHNOLOGIES LLC
Value ($000) $70,358 (-34.2%) Shares 323,770 (-29.7%)
Machina Capital S.A.S.
Value ($000) $277 (-60.9%) Shares 1,275 (-58.3%)

Exited Positions (58)