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Morningstar
MORN

324 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, 95 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 37

29% more capital invested

Capital invested by funds: $4.79B → $6.17B (+$1.38B)

10% more funds holding

Funds holding: 294 → 324 (+30)

4.25% more ownership

Funds ownership: 57.45% → 61.7% (+4.3%)

6% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 95

30% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $17.5M

Holders
324
Holders Change
+30
Holders Change %
+10.2%
% of All Funds
5.14%
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
95
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$277M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$127M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$85.9M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$78.8M
5
State Street
State Street
Massachusetts
+$71M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$108M
2
JP Morgan Chase
JP Morgan Chase
New York
-$97M
3
Select Equity Group
Select Equity Group
New York
-$76.5M
4
Millennium Management
Millennium Management
New York
-$65.2M
5
Invesco
Invesco
Georgia
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
APW
301
Atlantic Private Wealth
North Carolina
$3.75K – – –
Mitsubishi UFJ Asset Management
302
Mitsubishi UFJ Asset Management
Japan
$3.51K +$3.39K +15 New
Amundi
303
Amundi
France
$3.38K – – –
FFA
304
Farther Finance Advisors
California
$3.28K – – –
ADL
305
Asset Dedication LLC
California
$3K – – –
SFG
306
Steward Financial Group
Texas
$3K +$3.84K +17 New
WTG
307
West Tower Group
Virginia
$2.81K +$2.71K +12 New
GRP
308
Global Retirement Partners
California
$2.76K – – –
GI
309
Gradient Investments
Minnesota
$2.58K +$2.48K +11 New
CA
310
Clearstead Advisors
Ohio
$2.34K +$2.26K +10 New
CWP
311
Concord Wealth Partners
Virginia
$2.34K – – –
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$2.34K +$2.26K +10 New
MPWT
313
MassMutual Private Wealth & Trust
Connecticut
$1.87K +$1.81K +8 New
SIC
314
SJS Investment Consulting
Ohio
$1.41K +$452 +2 +50%
MCM
315
Manchester Capital Management
Vermont
$1.17K -$226 -1 -17%
JFA
316
JNBA Financial Advisors
Minnesota
$1.17K – – –
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.17K +$1.13K +5 New
T
318
TOBAM
France
$1K +$677 +3 New
HI
319
Harbour Investments
Wisconsin
$937 +$903 +4 New
EWA
320
EverSource Wealth Advisors
Alabama
$703 – – –
BAAM
321
Baker Avenue Asset Management
California
$468 – – –
GWS
322
Glassman Wealth Services
Virginia
$468 – – –
AAP
323
Arax Advisory Partners
Colorado
$235 -$677 -3 -75%
CA
324
Crewe Advisors
Utah
$235 – – –
Toronto Dominion Bank
325
Toronto Dominion Bank
Ontario, Canada
$234 +$226 +1 New
11 12
13
14 15

MORN Hedge Fund Activity: Q3 2023 in Review

324 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q3 2023, worth a combined $6.17B — up 29% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new MORN positions and 37 closed out — a net gain of 32 holders — while 101 added to existing stakes and 95 trimmed.

The largest buyer was BlackRock, adding an estimated $277M. The largest seller was Goldman Sachs, cutting an estimated $108M.

  • 324 institutional investors held Morningstar (MORN) as of Q3 2023, up from 294 in Q2 2023.
  • Funds reported $6.17B of Morningstar stock for Q3 2023, up 29% quarter-over-quarter.
  • 69 funds opened new Morningstar positions in Q3 2023 and 37 closed out, a net change of +32 holders.
  • The largest Morningstar buyer in Q3 2023 was BlackRock, an estimated $277M added.
  • The largest Morningstar seller in Q3 2023 was Goldman Sachs, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2023.