Morningstar
MORN
MORN
352 hedge funds and large institutions have $7.77B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+29
Holders Change %
+8.98%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
111
Reduced
129
Closed
20
Calls
$12.4M
Puts
$22.2M
Net Calls
-$9.76M
Net Calls Change
-$4.42M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$548M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.9M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$23.5M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$19.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$19.5M |
Top Sellers
| 1 |
Select Equity Group
New York
|
-$176M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$55.3M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$33.2M |
| 4 |
Goldman Sachs
New York
|
-$31.9M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$28.2M |
