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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 %
APW
276
Atlantic Private Wealth
North Carolina
$3.14K – – –
ADL
277
Asset Dedication LLC
California
$3K – – –
FDCC
278
Foster Dykema Cabot & Co
Massachusetts
$3K +$3K +13 New
Amundi
279
Amundi
France
$2.95K – – –
FFA
280
Farther Finance Advisors
California
$2.75K – – –
GRP
281
Global Retirement Partners
California
$2.35K +$1.18K +6 +100%
BFEC
282
Benjamin F. Edwards & Company
Missouri
$2K – – –
CWP
283
Concord Wealth Partners
Virginia
$1.96K – – –
MCM
284
Manchester Capital Management
Vermont
$1.18K – – –
DI
285
Disciplined Investments
Oklahoma
$1.18K -$196 -1 -14%
JFA
286
JNBA Financial Advisors
Minnesota
$981 – – –
AAP
287
Arax Advisory Partners
Colorado
$785 +$393 +2 +100%
SIC
288
SJS Investment Consulting
Ohio
$785 +$589 +3 +300%
EWA
289
EverSource Wealth Advisors
Alabama
$588 -$588 -3 -50%
FGAM
290
Financial Gravity Asset Management
Texas
$541 +$541 +196 New
GWS
291
Glassman Wealth Services
Virginia
$392 -$784 -4 -67%
BAAM
292
Baker Avenue Asset Management
California
$392 – – –
CA
293
Crewe Advisors
Utah
$197 +$197 +1 New
PL
294
Perpetual Ltd
Australia
– -$79.6M -392,108 Closed
Loomis, Sayles & Company
295
Loomis, Sayles & Company
Massachusetts
– -$29.7M -146,183 Closed
Artisan Partners
296
Artisan Partners
Wisconsin
– -$8.19M -40,350 Closed
HF
297
HRT Financial
New York
– -$3.08M -15,194 Closed
UOC
298
UBS O'Connor
Illinois
– -$2.03M -10,000 Closed
PCA
299
Pallas Capital Advisors
Massachusetts
– -$1.3M -6,290 Closed
CANY
300
Caxton Associates (New York)
New York
– -$840K -4,138 Closed
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