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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 %
Jacobs Levy Equity Management
76
Jacobs Levy Equity Management
New Jersey
$4.14M 20,367 +20,367 New
YIA
77
YHB Investment Advisors
Connecticut
$3.87M 19,079 -24 -0.1%
RJA
78
Raymond James & Associates
Florida
$3.7M 18,216 +988 +6%
Victory Capital Management
79
Victory Capital Management
Texas
$3.64M 17,937 +737 +4%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$3.43M 16,907 -4,739 -22%
GKFF
81
George Kaiser Family Foundation
Oklahoma
$3.41M 16,790 +900 +6%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$3.34M 16,469 +16,469 New
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$3.24M 15,960 +687 +4%
HF
84
HRT Financial
New York
$3.08M 15,194 -7,950 -34%
CB
85
Commerce Bank
Missouri
$2.85M 14,030 +57 +0.4%
Qube Research & Technologies (QRT)
86
Qube Research & Technologies (QRT)
United Kingdom
$2.76M 13,599 -1,246 -8%
State of New Jersey Common Pension Fund D
87
State of New Jersey Common Pension Fund D
New Jersey
$2.71M 13,361 -1,013 -7%
CI
88
Ceera Investments
Texas
$2.55M 12,566 – –
Ohio Public Employees Retirement System (OPERS)
89
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.54M 12,486 -376 -3%
Stifel Financial
90
Stifel Financial
Missouri
$2.51M 12,372 -83 -0.7%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$2.5M 12,292 +144 +1%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$2.45M 12,072 – –
Janus Henderson Group
93
Janus Henderson Group
United Kingdom
$2.42M 11,908 +6,103 +105%
Jane Street
94
Jane Street
New York
$2.28M 11,245 +8,348 +288%
AAM
95
Azzad Asset Management
Virginia
$2.21M 10,871 +620 +6%
Treasurer of the State of North Carolina
96
Treasurer of the State of North Carolina
North Carolina
$2.21M 10,872 +80 +0.7%
CCMINC
97
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.15M 10,570 +35 +0.3%
US Bancorp
98
US Bancorp
Minnesota
$2.08M 10,266 -524 -5%
Barclays
99
Barclays
United Kingdom
$2.07M 10,204 -197 -2%
Deutsche Bank
100
Deutsche Bank
Germany
$2.05M 10,100 +707 +8%
2 3
4
5 6