MORN icon

Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Bank of America
2
Bank of America
North Carolina
$505M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$130M
5
SI
5
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
3
Select Equity Group
New York
$855M
4
Prudential Financial
4
Prudential Financial
New Jersey
$206K
5
RP
5
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Investments
326
Two Sigma Investments
New York
– -$573K -2,700 Closed
NA
327
Navellier & Associates
Nevada
– -$421K -1,983 Closed
YIH
328
Y-Intercept (HK)
Hong Kong
– -$410K -1,929 Closed
Jennison Associates
329
Jennison Associates
New York
– -$401K -1,890 Closed
GTCM
330
Gyon Technologies Capital Management
New Jersey
– -$335K -1,576 Closed
OSAM
331
O'Shaughnessy Asset Management
Connecticut
– -$222K -1,045 Closed
Verition Fund Management
332
Verition Fund Management
Connecticut
– -$222K -1,044 Closed
CM
333
Capula Management
Cayman Islands
– -$217K -1,020 Closed
Group One Trading
334
Group One Trading
Illinois
– -$180K -850 Closed
SG Americas Securities
335
SG Americas Securities
New York
– -$165K -776 Closed
Simplex Trading
336
Simplex Trading
Illinois
– -$83K -395 Closed
Macquarie Group
337
Macquarie Group
Australia
– -$127K -248 Closed
WWM
338
Wolff Wiese Magana
California
– -$44K -208 Closed
ODG
339
O'Dell Group
Ohio
– -$35K -166 Closed
AS
340
Altshuler Shaham
Israel
– -$25K -116 Closed
BBHC
341
Brown Brothers Harriman & Co
New York
– -$12K -56 Closed
MCC
342
Money Concepts Capital
Florida
– -$8K -40 Closed
FDCDDQ
343
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$5.31K -25 Closed
SFO
344
Standard Family Office
South Dakota
– -$2K -9 Closed
BWM
345
BerganKDV Wealth Management
Minnesota
– -$1K -3 Closed
TPCW
346
TD Private Client Wealth
New York
– -$425 -2 Closed
10 11 12 13
14