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Morningstar
MORN

Overview Fund Activity

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
1
Morgan Stanley
New York
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$146M
3
Norges Bank
3
Norges Bank
Norway
$85.8M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$81.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$854M
2
Invesco
2
Invesco
Georgia
$16.9M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$6.55M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$287 +$287 +1 New
Toronto Dominion Bank
352
Toronto Dominion Bank
Ontario, Canada
$286 – – –
2
353
2Xideas
Switzerland
– -$12.8M -54,634 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
354
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$11.7M -50,000 Closed
BCM
355
Bridgeway Capital Management
Texas
– -$2.45M -10,440 Closed
Marshall Wace
356
Marshall Wace
United Kingdom
– -$1.87M -8,000 Closed
Citadel Advisors
357
Citadel Advisors
Florida
– -$1.51M -6,433 Closed
ACM
358
Alamar Capital Management
California
– -$1.37M -5,841 Closed
LAS
359
Lloyd Advisory Services
Georgia
– -$863K -3,683 Closed
Jacobs Levy Equity Management
360
Jacobs Levy Equity Management
New Jersey
– -$370K -1,579 Closed
CW
361
Connectus Wealth
Ohio
– -$356K -1,517 Closed
GC
362
Guggenheim Capital
Illinois
– -$316K -1,351 Closed
ETC
363
Exchange Traded Concepts
Oklahoma
– -$48K -205 Closed
IAS
364
IMA Advisory Services
Colorado
– -$46.8K -200 Closed
QL
365
Quarry LP
New York
– -$30K -128 Closed
EARNEST Partners
366
EARNEST Partners
Georgia
– -$23.4K -100 Closed
MIA
367
Milestone Investment Advisors
Wisconsin
– -$22.5K -96 Closed
CWP
368
Concord Wealth Partners
Virginia
– -$2.34K -10 Closed
CA
369
Clearstead Advisors
Ohio
– -$2.34K -10 Closed
T
370
TOBAM
France
– -$1K -3 Closed
BAAM
371
Baker Avenue Asset Management
California
– -$468 -2 Closed
CA
372
Crewe Advisors
Utah
– -$235 -1 Closed
11 12 13 14
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