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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$264M
2
Bank of America
2
Bank of America
North Carolina
$505M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$130M
5
SI
5
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
3
Select Equity Group
New York
$855M
4
Prudential Financial
4
Prudential Financial
New Jersey
$206K
5
RP
5
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
51
CI Investments Inc
Ontario, Canada
$9.37M +$9.33M +43,068 +20,220%
Legal & General Group
52
Legal & General Group
United Kingdom
$9.29M +$109K +503 +1%
UBS AM
53
UBS AM
Illinois
$8.99M -$443K -2,045 -5%
TG
54
TCW Group
California
$8.1M -$4.78M -22,057 -37%
CFM
55
Coronation Fund Managers
South Africa
$7.96M +$7.96M +36,774 New
KCM
56
Kornitzer Capital Management
Kansas
$7.8M -$114K -525 -1%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$7.14M +$304K +1,405 +4%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$6.98M +$350K +1,618 +5%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$6.97M -$5.85M -26,991 -46%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$6.97M +$48.3K +223 +0.7%
Man Group
61
Man Group
United Kingdom
$6.89M -$371K -1,711 -5%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$6.74M +$143K +662 +2%
SAA
63
Southeast Asset Advisors
Georgia
$6.54M – – –
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$5.77M – – –
NC
65
Nicholas Company
Wisconsin
$5.7M – – –
Fisher Asset Management
66
Fisher Asset Management
Washington
$5.5M -$749K -3,460 -12%
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$5.17M -$292K -1,350 -5%
Franklin Resources
68
Franklin Resources
California
$5.04M +$173K +798 +4%
HF
69
HRT Financial
New York
$5.01M +$358K +1,651 +8%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$4.95M -$341K -1,575 -6%
TC
71
TownSquare Capital
Utah
$4.85M +$788K +3,637 +19%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$4.69M +$13.2K +61 +0.3%
YIA
73
YHB Investment Advisors
Connecticut
$4.14M -$81.9K -378 -2%
Citadel Advisors
74
Citadel Advisors
Florida
$4.08M -$2.99M -13,791 -42%
RJA
75
Raymond James & Associates
Florida
$3.73M -$26K -120 -0.7%
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