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Morningstar
MORN

Overview Fund Activity

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M

Top Buyers

1
BlackRock
BlackRock
New York
$556M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$236M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$81.8M
5
State Street
State Street
Massachusetts
$167M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$64.4M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$80.5M
3
Select Equity Group
Select Equity Group
New York
$843M
4
Millennium Management
Millennium Management
New York
$0
5
Invesco
Invesco
Georgia
$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mitsubishi UFJ Asset Management
301
Mitsubishi UFJ Asset Management
Japan
$3.51K +$3.51K +15 New
Amundi
302
Amundi
France
$3.38K – – –
FFA
303
Farther Finance Advisors
California
$3.28K – – –
ADL
304
Asset Dedication LLC
California
$3K – – –
SFG
305
Steward Financial Group
Texas
$3K +$3K +17 New
WTG
306
West Tower Group
Virginia
$2.81K +$2.81K +12 New
GRP
307
Global Retirement Partners
California
$2.76K – – –
GI
308
Gradient Investments
Minnesota
$2.58K +$2.58K +11 New
CA
309
Clearstead Advisors
Ohio
$2.34K +$2.34K +10 New
CWP
310
Concord Wealth Partners
Virginia
$2.34K – – –
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$2.34K +$2.34K +10 New
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$1.87K +8 New
SIC
313
SJS Investment Consulting
Ohio
$1.41K +$469 +2 +50%
MCM
314
Manchester Capital Management
Vermont
$1.17K -$234 -1 -17%
JFA
315
JNBA Financial Advisors
Minnesota
$1.17K – – –
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$1.17K +$1.17K +5 New
T
317
TOBAM
France
$1K +$1K +3 New
HI
318
Harbour Investments
Wisconsin
$937 +$937 +4 New
EWA
319
EverSource Wealth Advisors
Alabama
$703 – – –
BAAM
320
Baker Avenue Asset Management
California
$468 – – –
GWS
321
Glassman Wealth Services
Virginia
$468 – – –
AAP
322
Arax Advisory Partners
Colorado
$235 -$705 -3 -75%
CA
323
Crewe Advisors
Utah
$235 – – –
Toronto Dominion Bank
324
Toronto Dominion Bank
Ontario, Canada
$234 +$234 +1 New
Millennium Management
325
Millennium Management
New York
– -$65.2M -332,294 Closed
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