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Morningstar
MORN

Overview Fund Activity

352 hedge funds and large institutions have $7.77B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 20 closing their positions.

Holders
352
Holders Change
+29
Holders Change %
+8.98%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
111
Reduced
129
Closed
20
Calls
$12.4M
Puts
$22.2M
Net Calls
-$9.76M
Net Calls Change
-$4.42M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$146M
3
Norges Bank
3
Norges Bank
Norway
$85.8M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$81.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$854M
2
Invesco
2
Invesco
Georgia
$16.9M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$6.55M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
CFM
51
Coronation Fund Managers
South Africa
$11.3M 39,333 +1,662 +4%
Asset Management One
52
Asset Management One
Japan
$11M 38,286 -130 -0.3%
AIG
53
American International Group
New York
$10.1M 35,405 -1,480 -4%
Canada Pension Plan Investment Board
54
Canada Pension Plan Investment Board
Ontario, Canada
$10M 35,000 -6,000 -15%
AllianceBernstein
55
AllianceBernstein
Tennessee
$9.62M 33,607 +240 +0.7%
Retirement Systems of Alabama
56
Retirement Systems of Alabama
Alabama
$9.34M 32,623 +135 +0.4%
BWP
57
Barlow Wealth Partners
Kentucky
$9.13M 31,906 +31,906 New
TC
58
TownSquare Capital
Utah
$9.01M 31,492 +984 +3%
SBH
59
Segall Bryant & Hamill
Illinois
$8.48M 29,632 +5,147 +21%
KCM
60
Kornitzer Capital Management
Kansas
$7.96M 27,822 -110 -0.4%
Jane Street
61
Jane Street
New York
$7.85M 27,439 +19,868 +262%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$7.75M 27,069 -1,229 -4%
N
63
Natixis
France
$7.73M 27,000 +14,943 +124%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$7.56M 26,423 +40 +0.2%
NC
65
Nicholas Company
Wisconsin
$7.53M 26,305 – –
SI
66
Scout Investments
Missouri
$6.93M 24,204 -11,644 -32%
MGWM
67
Marks Group Wealth Management
Minnesota
$6.88M 24,024 -214 -0.9%
MFWM
68
Motley Fool Wealth Management
Virginia
$6.85M 24,009 -226 -0.9%
Barclays
69
Barclays
United Kingdom
$6.82M 23,841 -74,242 -76%
Daiwa Securities Group
70
Daiwa Securities Group
Japan
$6.76M 23,605 -2,330 -9%
Fisher Asset Management
71
Fisher Asset Management
Washington
$6.57M 22,955 -5,507 -19%
Bank of Nova Scotia
72
Bank of Nova Scotia
Ontario, Canada
$6.55M 22,869 -116,131 -84%
TPSF
73
Texas Permanent School Fund
Texas
$6.44M 22,498 +403 +2%
National Bank of Canada
74
National Bank of Canada
Quebec, Canada
$6.41M 23,158 -102,045 -82%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.39M 22,331 -4,051 -15%
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