MORN icon

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 %
Principal Financial Group
26
Principal Financial Group
Iowa
$32.6M 160,328 -20,217 -11%
LIP
27
Liontrust Investment Partners
United Kingdom
$30.5M 150,000 +150,000 New
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$29.7M 146,183 -590 -0.4%
MGIM
29
M&G Investment Management
United Kingdom
$28.8M 141,744 +16,014 +13%
SEI Investments
30
SEI Investments
Pennsylvania
$26M 128,135 +43,713 +52%
Northern Trust
31
Northern Trust
Illinois
$25.2M 124,071 +6,272 +5%
CCM
32
Copeland Capital Management
Pennsylvania
$19.3M 95,220 +1,217 +1%
Parnassus Investments
33
Parnassus Investments
California
$19.2M 94,728 +34,518 +57%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$17.1M 84,075 -1,198 -1%
SI
35
Scout Investments
Missouri
$16.9M 83,377 +20,715 +33%
Wells Fargo
36
Wells Fargo
California
$16.9M 83,275 -1,924 -2%
Lazard Asset Management
37
Lazard Asset Management
New York
$16.4M 80,576 -23,480 -23%
CRM
38
Cramer Rosenthal McGlynn
Connecticut
$16.3M 80,309 +10,762 +15%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$15.1M 75,519 -1,981 -3%
Ameriprise
40
Ameriprise
Minnesota
$15M 74,048 +28,303 +62%
CIM
41
Confluence Investment Management
Missouri
$14.8M 72,945 +1,216 +2%
Goldman Sachs
42
Goldman Sachs
New York
$13.7M 67,245 -48,851 -42%
CC
43
Chicago Capital
Illinois
$13.1M 64,315 -2,898 -4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$11.2M 55,298 +740 +1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$11.2M 55,000 -6,500 -11%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$11M 54,362 -43,026 -44%
BCM
47
Bridgeway Capital Management
Texas
$10.2M 50,400 -8,400 -14%
2
48
2Xideas
Switzerland
$9.94M 48,966 +2,565 +6%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$9.62M 47,403 +4,122 +10%
CS
50
Credit Suisse
Switzerland
$9.49M 46,754 +2,176 +5%
1
2
3 4 5