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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 %
PI
301
PEAK6 Investments
Illinois
– -$633K -3,118 Closed
VanEck Associates
302
VanEck Associates
New York
– -$628K -3,091 Closed
DA
303
Duality Advisers
Florida
– -$528K -2,601 Closed
IIM
304
INTECH Investment Management
Florida
– -$520K -2,560 Closed
IMRF
305
Illinois Municipal Retirement Fund
Illinois
– -$461K -2,271 Closed
Mackenzie Financial
306
Mackenzie Financial
Ontario, Canada
– -$457K -2,253 Closed
Truist Financial
307
Truist Financial
North Carolina
– -$384K -1,890 Closed
NRD
308
Nebula Research & Development
New York
– -$324K -1,594 Closed
JF
309
Jump Financial
Illinois
– -$299K -1,471 Closed
MA
310
Montag & Associates
Georgia
– -$284K -1,400 Closed
PTC
311
Petrus Trust Company
Texas
– -$234K -1,153 Closed
ACM
312
Acrisure Capital Management
Texas
– -$219K -1,081 Closed
DP
313
Dearborn Partners
Illinois
– -$206K -1,016 Closed
BFS
314
Bard Financial Services
Connecticut
– -$203K -1,000 Closed
Prudential Financial
315
Prudential Financial
New Jersey
– -$231K -963 Closed
Macquarie Group
316
Macquarie Group
Australia
– -$160K -790 Closed
TCPG
317
Trivant Custom Portfolio Group
California
– -$89.7K -442 Closed
DFCM
318
Dark Forest Capital Management
Puerto Rico
– -$56K -276 Closed
HFM
319
Harvest Fund Management
China
– -$46K -225 Closed
MIA
320
Milestone Investment Advisors
Wisconsin
– -$19.5K -96 Closed
TWA
321
TCI Wealth Advisors
Arizona
– -$19.5K -96 Closed
BONH
322
Bank of New Hampshire
New Hampshire
– -$15.4K -76 Closed
CHC
323
City Holding Co
West Virginia
– -$12.6K -62 Closed
RTC
324
Riverview Trust Company
Washington
– -$11.6K -57 Closed
BTI
325
Blue Trust Inc
Georgia
– -$8K -35 Closed
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