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Morningstar
MORN

Overview Fund Activity

352 hedge funds and large institutions have $7.77B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+29
Holders Change %
+8.98%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
111
Reduced
129
Closed
20
Calls
$12.4M
Puts
$22.2M
Net Calls
-$9.76M
Net Calls Change
-$4.42M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$146M
3
Norges Bank
Norges Bank
Norway
$85.8M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$81.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$308M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$854M
2
Invesco
Invesco
Georgia
$16.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.55M
4
Goldman Sachs
Goldman Sachs
New York
$46.7M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
276
Dundas Partners
United Kingdom
$171K – – –
Acadian Asset Management
277
Acadian Asset Management
Massachusetts
$166K +$166K +583 New
HCA
278
Harbor Capital Advisors
Illinois
$157K -$31.8K -111 -17%
KBC Group
279
KBC Group
Belgium
$136K – – –
HFM
280
Harvest Fund Management
China
$122K +$70.7K +245 +138%
S
281
SignatureFD
Georgia
$120K +$7.44K +26 +7%
ACM
282
Aquatic Capital Management
Illinois
$114K +$114K +400 New
BCFD
283
Boit C.F. David
$109K +$109K +400 New
CFB
284
Cullen/Frost Bankers
Texas
$107K -$57.2K -200 -35%
UB
285
UMB Bank
Missouri
$97.3K – – –
BF
286
BOK Financial
Oklahoma
$93K – – –
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$93K +$11.5K +40 +14%
Fifth Third Bancorp
288
Fifth Third Bancorp
Ohio
$66.4K +$10.9K +38 +20%
CFO
289
CVA Family Office
Colorado
$65.3K +$65.3K +228 New
HIA
290
Harbor Investment Advisory
Maryland
$63.5K – – –
VCM
291
Versant Capital Management
Arizona
$57.5K -$572 -2 -1%
FHA
292
First Horizon Advisors
Tennessee
$51.1K +$1.72K +6 +3%
SPIA
293
Steward Partners Investment Advisory
New York
$47.5K +$16.3K +57 +52%
ODG
294
O'Dell Group
Ohio
$47.5K +$47.5K +166 New
WT
295
Whittier Trust
California
$43.2K -$25.8K -90 -37%
QC
296
Quent Capital
New York
$40.4K – – –
CTC
297
Central Trust Company
Missouri
$37.2K – – –
Nisa Investment Advisors
298
Nisa Investment Advisors
Missouri
$37.2K +$1.43K +5 +4%
BBHC
299
Brown Brothers Harriman & Co
New York
$35.8K – – –
GI
300
GAMMA Investing
California
$34.9K +$34.9K +125 New
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