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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.

New
Increased
Maintained
Reduced
Closed
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 %
CI Investments Inc
51
CI Investments Inc
Ontario, Canada
$8.99M -$302K -1,541 -3%
UBS AM
52
UBS AM
Illinois
$8.77M – – –
Barclays
53
Barclays
United Kingdom
$8.28M +$6.28M +32,014 +314%
CFM
54
Coronation Fund Managers
South Africa
$8.1M +$48K +245 +0.6%
Asset Management One
55
Asset Management One
Japan
$8.04M -$76.3K -392 -0.9%
SI
56
Scout Investments
Missouri
$7.8M -$10.1M -47,135 -57%
SBH
57
Segall Bryant & Hamill
Illinois
$7.72M +$166K +846 +2%
Citadel Advisors
58
Citadel Advisors
Florida
$7.35M +$3.25M +16,596 +79%
AG
59
Algert Global
California
$6.99M +$1.11M +5,680 +19%
SAA
60
Southeast Asset Advisors
Georgia
$6.78M +$851K +4,341 +14%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$6.65M -$180K -918 -3%
KCM
62
Kornitzer Capital Management
Kansas
$6.4M -$343K -1,750 -5%
TC
63
TownSquare Capital
Utah
$6.32M +$2.05M +10,469 +48%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$6.1M -$116K -590 -2%
Daiwa Securities Group
65
Daiwa Securities Group
Japan
$6.07M +$1.79M +9,119 +42%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
66
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.62M +$5.52M +28,151 +5,262%
Fisher Asset Management
67
Fisher Asset Management
Washington
$5.58M +$522K +2,661 +10%
BNP Paribas Asset Management
68
BNP Paribas Asset Management
France
$5.57M -$828K -4,223 -13%
Legal & General Group
69
Legal & General Group
United Kingdom
$5.43M -$3.4M -17,332 -39%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$5.17M -$58.4K -298 -1%
NC
71
Nicholas Company
Wisconsin
$5.16M – – –
MGWM
72
Marks Group Wealth Management
Minnesota
$4.84M -$5.1K -26 -0.1%
MFWM
73
Motley Fool Wealth Management
Virginia
$4.74M +$4.74M +24,177 New
Man Group
74
Man Group
United Kingdom
$4.52M +$4.52M +23,056 New
TC
75
TwinBeech Capital
New York
$4.37M +$4.37M +22,289 New
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