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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$329M
2
PL
2
Perpetual Ltd
Australia
$79.6M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$30.5M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
SEI Investments
5
SEI Investments
Pennsylvania
$26M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$8.19M
2
WA
2
Wasatch Advisors
Utah
$113M
3
Millennium Management
3
Millennium Management
New York
$69.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HSA
326
HBK Sorce Advisory
Pennsylvania
– – -1,296 Closed
BCM
327
BTC Capital Management
Iowa
– – -1,247 Closed
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
– – -1,152 Closed
BPA
329
Beacon Pointe Advisors
California
– – -1,128 Closed
DC
330
Davenport & Co
Virginia
– – -1,074 Closed
HSBC Holdings
331
HSBC Holdings
United Kingdom
– – -1,030 Closed
KAS
332
Kestra Advisory Services
Texas
– – -980 Closed
CSS
333
Cubist Systematic Strategies
Connecticut
– – -972 Closed
EI
334
Ethic Inc
New York
– – -960 Closed
PFO
335
Pathstone Family Office
New Jersey
– – -960 Closed
First Manhattan
336
First Manhattan
New York
– – -951 Closed
QT
337
Quantbot Technologies
New York
– – -948 Closed
TRCT
338
Tower Research Capital (TRC)
New York
– – -745 Closed
OWA
339
One Wealth Advisors
California
– – -331 Closed
3IP
340
3Chopt Investment Partners
Virginia
– – -300 Closed
FGAM
341
Financial Gravity Asset Management
Texas
– – -217 Closed
Rockefeller Capital Management
342
Rockefeller Capital Management
New York
– – -169 Closed
MAM
343
Meeder Asset Management
Ohio
– – -152 Closed
BHWM
344
Beaird Harris Wealth Management
Texas
– – -11 Closed
AWM
345
Accurate Wealth Management
Florida
– – -10 Closed
Northwestern Mutual Wealth Management
346
Northwestern Mutual Wealth Management
Wisconsin
– – -4 Closed
Nomura Asset Management
347
Nomura Asset Management
Japan
– – – –
Simplex Trading
348
Simplex Trading
Illinois
– – – –
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14