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Morningstar
MORN

Overview Fund Activity

293 hedge funds and large institutions have $4.79B invested in Morningstar in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
293
Holders Change
-7
Holders Change %
-2.33%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
115
Reduced
90
Closed
39
Calls
$8.93M
Puts
$4.5M
Net Calls
+$4.43M
Net Calls Change
+$6.09M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$246M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$92.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$28.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$254M
2
PL
2
Perpetual Ltd
Australia
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
SI
5
Scout Investments
Missouri
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$32.9M +$368K +1,878 +1%
ACM
27
American Capital Management
New York
$32.9M -$3.19M -16,274 -9%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$28.1M +$28.1M +143,475 New
MGIM
29
M&G Investment Management
United Kingdom
$28.1M +$289K +1,472 +1%
National Bank of Canada
30
National Bank of Canada
Quebec, Canada
$28M +$22.4M +114,000 +404%
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$26M +$19.9M +101,381 +325%
SEI Investments
32
SEI Investments
Pennsylvania
$24.7M -$384K -1,959 -2%
Northern Trust
33
Northern Trust
Illinois
$23.8M -$535K -2,728 -2%
Principal Financial Group
34
Principal Financial Group
Iowa
$22.9M -$8.49M -43,294 -27%
Wells Fargo
35
Wells Fargo
California
$21.7M +$5.39M +27,476 +33%
CCM
36
Copeland Capital Management
Pennsylvania
$20.4M +$1.7M +8,685 +9%
Parnassus Investments
37
Parnassus Investments
California
$18.6M – – –
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$16.2M -$300K -1,528 -2%
CIM
39
Confluence Investment Management
Missouri
$15M +$653K +3,332 +5%
Lazard Asset Management
40
Lazard Asset Management
New York
$14.6M -$1.24M -6,313 -8%
IG
41
ING Group
Netherlands
$14.5M +$14.5M +74,000 New
CRM
42
Cramer Rosenthal McGlynn
Connecticut
$14.4M -$1.38M -7,035 -9%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$13M -$1.6M -8,268 -11%
CC
44
Chicago Capital
Illinois
$12.4M -$182K -926 -1%
2
45
2Xideas
Switzerland
$11.3M +$1.69M +8,596 +18%
Swiss National Bank
46
Swiss National Bank
Switzerland
$10.9M +$118K +600 +1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$10.6M -$235K -1,196 -2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$10.6M -$104K -529 -1%
CS
49
Credit Suisse
Switzerland
$9.62M +$448K +2,285 +5%
N
50
Natixis
France
$9.61M +$9.61M +49,000 New
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