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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$254M
2
PL
Perpetual Ltd
Australia
$0
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$152M
5
SI
Scout Investments
Missouri
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
226
North Star Investment Management
Illinois
$120K – – –
CCA
227
Column Capital Advisors
Indiana
$117K +$21.4K +109 +22%
CFB
228
Cullen/Frost Bankers
Texas
$113K +$73.5K +375 +188%
TRCT
229
Tower Research Capital (TRC)
New York
$95.5K +$95.5K +487 New
AIG
230
American International Group
New York
$93.7K +$23.3K +119 +33%
SWM
231
Spire Wealth Management
Virginia
$81.2K +$29.8K +152 +58%
S
232
SignatureFD
Georgia
$72.9K -$19.6K -100 -21%
DP
233
Dundas Partners
United Kingdom
$68K – – –
UB
234
UMB Bank
Missouri
$66.7K -$6.86K -35 -9%
BF
235
BOK Financial
Oklahoma
$63.7K -$23.1K -118 -27%
ME
236
McIlrath & Eck
Washington
$62.7K -$4.71K -24 -7%
QCG
237
Quadrant Capital Group
Ohio
$61.2K -$8.82K -45 -13%
ACM
238
Aquatic Capital Management
Illinois
$59K -$39.3K -200 -40%
WT
239
Whittier Trust
California
$47.3K – – –
CFO
240
CVA Family Office
Colorado
$44.7K – – –
VCM
241
Versant Capital Management
Arizona
$39.8K – – –
IAS
242
IMA Advisory Services
Colorado
$39.2K – – –
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$39K -$18.4K -94 -32%
FHA
244
First Horizon Advisors
Tennessee
$33.9K +$12.8K +65 +60%
ODG
245
O'Dell Group
Ohio
$32.5K +$32.5K +166 New
QC
246
Quent Capital
New York
$27.6K – – –
AF
247
Allworth Financial
California
$26.5K +$12.5K +64 +90%
CTC
248
Central Trust Company
Missouri
$25.5K – – –
BBHC
249
Brown Brothers Harriman & Co
New York
$24.5K – – –
Fifth Third Bancorp
250
Fifth Third Bancorp
Ohio
$24.5K – – –
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