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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 %
Victory Capital Management
76
Victory Capital Management
Texas
$3.73M +$51.5K +238 +1%
MGWM
77
Marks Group Wealth Management
Minnesota
$3.54M -$39K -180 -1%
GKFF
78
George Kaiser Family Foundation
Oklahoma
$3.44M +$172K +795 +5%
AG
79
Algert Global
California
$3.39M +$433K +2,000 +15%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$3.31M +$397K +1,833 +14%
Qube Research & Technologies (QRT)
81
Qube Research & Technologies (QRT)
United Kingdom
$3.22M -$1.18M -5,458 -27%
Squarepoint
82
Squarepoint
New York
$3.17M +$1.35M +6,255 +74%
State of New Jersey Common Pension Fund D
83
State of New Jersey Common Pension Fund D
New Jersey
$3.11M – – –
CB
84
Commerce Bank
Missouri
$3.03M – – –
N
85
Natixis
France
$2.99M +$1.26M +5,800 +73%
Ohio Public Employees Retirement System (OPERS)
86
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.79M +$7.37K +34 +0.3%
CI
87
Ceera Investments
Texas
$2.72M -$20.4K -94 -0.7%
Stifel Financial
88
Stifel Financial
Missouri
$2.7M -$245K -1,130 -8%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.63M -$331K -1,526 -11%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$2.61M +$152K +704 +6%
US Bancorp
91
US Bancorp
Minnesota
$2.34M -$42.7K -197 -2%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$2.34M +$30.3K +140 +1%
QCM
93
Quantinno Capital Management
New York
$2.32M +$2.01M +9,296 +662%
CCMINC
94
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.28M +$20.8K +96 +0.9%
Barclays
95
Barclays
United Kingdom
$2.25M -$1.09M -5,051 -33%
AAM
96
Azzad Asset Management
Virginia
$2.22M +$105K +483 +5%
BRCM
97
Bright Rock Capital Management
Massachusetts
$2.17M – – –
M&T Bank
98
M&T Bank
New York
$2.15M +$38.3K +177 +2%
AllianceBernstein
99
AllianceBernstein
Tennessee
$2.12M +$53.9K +249 +3%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$2.09M -$24.7K -114 -1%
2 3
4
5 6