MORN icon

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 %
Lazard Asset Management
326
Lazard Asset Management
New York
– -$14.6M -74,263 Closed
IG
327
ING Group
Netherlands
– -$14.5M -74,000 Closed
TC
328
TwinBeech Capital
New York
– -$4.37M -22,289 Closed
Tudor Investment Corp
329
Tudor Investment Corp
Connecticut
– -$3.36M -17,134 Closed
GCM
330
Graham Capital Management
Connecticut
– -$1.96M -9,986 Closed
ECM
331
ExodusPoint Capital Management
New York
– -$1.24M -6,337 Closed
AA
332
ALPS Advisors
Colorado
– -$1.15M -5,866 Closed
D.E. Shaw & Co
333
D.E. Shaw & Co
New York
– -$1.07M -5,445 Closed
TCA
334
Troluce Capital Advisors
Puerto Rico
– -$980K -5,000 Closed
DTL
335
Dynamic Technology Lab
Singapore
– -$878K -4,480 Closed
Cerity Partners
336
Cerity Partners
New York
– -$878K -4,476 Closed
VF
337
Virtu Financial
New York
– -$845K -4,308 Closed
EGM
338
Engineers Gate Manager
New York
– -$817K -4,169 Closed
ESCM
339
Echo Street Capital Management
New York
– -$757K -3,862 Closed
E
340
Ergoteles
New York
– -$672K -3,427 Closed
OTL
341
Oak Thistle LLC
New York
– -$654K -3,336 Closed
VAS
342
Vestmark Advisory Solutions
Massachusetts
– -$641K -3,269 Closed
V
343
Veritable
Delaware
– -$565K -2,883 Closed
CCIA
344
Campbell & Co Investment Adviser
Maryland
– -$550K -2,805 Closed
CM
345
Capula Management
Cayman Islands
– -$486K -2,480 Closed
HIM
346
Hanlon Investment Management
New Jersey
– -$392K -2,000 Closed
AIM
347
Aigen Investment Management
New York
– -$304K -1,551 Closed
Squarepoint
348
Squarepoint
New York
– -$289K -1,473 Closed
Qube Research & Technologies (QRT)
349
Qube Research & Technologies (QRT)
United Kingdom
– -$248K -1,265 Closed
BFM
350
Boothbay Fund Management
New York
– -$209K -1,068 Closed
11 12 13
14
15