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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 %
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$24.5K +$24.5K +125 New
KI
252
Kapitalo Investimentos
Brazil
$24.3K +$24.3K +124 New
PFP
253
Pinnacle Financial Partners
Tennessee
$23.5K – – –
SPIA
254
Steward Partners Investment Advisory
New York
$21.4K – – –
GBT
255
Grove Bank & Trust
Florida
$19.6K – – –
EARNEST Partners
256
EARNEST Partners
Georgia
$19.6K – – –
AF
257
Advisornet Financial
Minnesota
$17.8K -$1.96K -10 -10%
CFGS
258
Concourse Financial Group Securities
Alabama
$17.5K +$9.41K +48 +117%
PTC
259
Private Trust Company
Ohio
$16.5K – – –
BCPWM
260
Bradley & Co Private Wealth Management
Florida
$16.3K – – –
NA
261
NewEdge Advisors
Louisiana
$15.1K – – –
BIA
262
Bell Investment Advisors
California
$14.9K – – –
CMA
263
Cedar Mountain Advisors
Oregon
$14.9K – – –
CAL
264
Capital Advisors Ltd
Ohio
$14K – – –
CFD
265
Creative Financial Designs
Indiana
$12.4K – – –
CA
266
Centerpoint Advisors
Massachusetts
$12K – – –
LC
267
Lindbrook Capital
California
$11.8K +$9.22K +47 +362%
JWM
268
Janiczek Wealth Management
Colorado
$11K -$4.12K -21 -27%
C
269
Covestor
United Kingdom
$10K – – –
WWM
270
Wolff Wiese Magana
California
$7.65K +$7.65K +39 New
IA
271
IFP Advisors
Florida
$7.26K – – –
LFG
272
Larson Financial Group
Missouri
$4.51K – – –
JWA
273
JFS Wealth Advisors
Pennsylvania
$4.51K +$3.33K +17 +283%
VCM
274
Vigilant Capital Management
Maine
$4K – – –
VWM
275
Venturi Wealth Management
Texas
$3.92K +$1.37K +7 +54%
9 10
11
12 13