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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$329M
2
PL
2
Perpetual Ltd
Australia
$79.6M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$30.5M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
SEI Investments
5
SEI Investments
Pennsylvania
$26M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$8.19M
2
WA
2
Wasatch Advisors
Utah
$113M
3
Millennium Management
3
Millennium Management
New York
$69.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
276
Vigilant Capital Management
Maine
$4K 18 – –
APW
277
Atlantic Private Wealth
North Carolina
$3.25K 16 +16 New
Amundi
278
Amundi
France
$3.03K 15 – –
ADL
279
Asset Dedication LLC
California
$3K 13 – –
FFA
280
Farther Finance Advisors
California
$2.84K 14 +14 New
VWM
281
Venturi Wealth Management
Texas
$2.64K 13 +13 New
LC
282
Lindbrook Capital
California
$2.64K 13 +9 +225%
SC
283
Schubert & Co
Texas
$2.44K 12 -3 -20%
MPWT
284
MassMutual Private Wealth & Trust
Connecticut
$2.23K 11 +11 New
CWP
285
Concord Wealth Partners
Virginia
$2.03K 10 – –
BFEC
286
Benjamin F. Edwards & Company
Missouri
$2K 11 -21 -66%
Commonwealth Equity Services
287
Commonwealth Equity Services
Massachusetts
$1.74K 8,555 +903 +12%
AAS
288
Ameritas Advisory Services
Nebraska
$1.65K 8 +8 New
EI
289
Ellevest Inc
New York
$1.42K 7 -81 -92%
DI
290
Disciplined Investments
Oklahoma
$1.42K 7 +1 +17%
JWA
291
JFS Wealth Advisors
Pennsylvania
$1.22K 6 -18 -75%
MCM
292
Manchester Capital Management
Vermont
$1.22K 6 +6 New
GWS
293
Glassman Wealth Services
Virginia
$1.22K 6 +2 +50%
EWA
294
EverSource Wealth Advisors
Alabama
$1.22K 6 +6 New
GRP
295
Global Retirement Partners
California
$1.09K 6 +6 New
JFA
296
JNBA Financial Advisors
Minnesota
$1.02K 5 +5 New
AAP
297
Arax Advisory Partners
Colorado
$407 2 – –
PFBT
298
Parkside Financial Bank & Trust
Missouri
$407 2 +2 New
BAAM
299
Baker Avenue Asset Management
California
$406 2 – –
SIC
300
SJS Investment Consulting
Ohio
$204 1 -7 -88%
10 11
12
13 14