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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 %
Legal & General Group
51
Legal & General Group
United Kingdom
$9.14M 45,011 +2,116 +5%
UBS AM
52
UBS AM
Illinois
$8.77M 43,197 +1,679 +4%
Asset Management One
53
Asset Management One
Japan
$8.38M 41,685 -9,103 -18%
CFM
54
Coronation Fund Managers
South Africa
$8.34M 41,055 +4,281 +12%
Artisan Partners
55
Artisan Partners
Wisconsin
$8.19M 40,350 -298,434 -88%
SBH
56
Segall Bryant & Hamill
Illinois
$7.82M 38,517 -6,134 -14%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$7.08M 34,849 +1,903 +6%
KCM
58
Kornitzer Capital Management
Kansas
$6.98M 34,392 -1,601 -4%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$6.63M 32,631 +425 +1%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$6.43M 31,681 -483 -2%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$6.34M 31,202 +79 +0.3%
SAA
62
Southeast Asset Advisors
Georgia
$6.14M 30,249 +36 +0.1%
AG
63
Algert Global
California
$6.08M 29,951 +14,285 +91%
Man Group
64
Man Group
United Kingdom
– – -31,797 Closed
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$5.73M 28,201 -4,001 -12%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$5.41M 26,641 -20 -0.1%
NC
67
Nicholas Company
Wisconsin
$5.34M 26,305 -15 -0.1%
Corient Private Wealth
68
Corient Private Wealth
Florida
$5.33M 26,253 +23,420 +827%
Fisher Asset Management
69
Fisher Asset Management
Washington
$5.24M 25,801 +417 +2%
MGWM
70
Marks Group Wealth Management
Minnesota
$5.02M 24,722 +8,372 +51%
Daiwa Securities Group
71
Daiwa Securities Group
Japan
$4.43M 21,816 -2,070 -9%
TC
72
TownSquare Capital
Utah
$4.42M 21,759 -627 -3%
Franklin Resources
73
Franklin Resources
California
$4.29M 21,138 -2,117 -9%
Citadel Advisors
74
Citadel Advisors
Florida
$4.25M 20,909 +2,055 +11%
State of Wisconsin Investment Board
75
State of Wisconsin Investment Board
Wisconsin
$4.18M 20,600 -2,277 -10%
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