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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 %
SAA
76
Southeast Asset Advisors
Georgia
$6.36M 22,204 -7,658 -26%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.27M 21,904 -886 -4%
Man Group
78
Man Group
United Kingdom
$5.84M 20,401 +20,401 New
New York State Common Retirement Fund
79
New York State Common Retirement Fund
New York
$5.45M 19,050 -2,002 -10%
AB
80
Amalgamated Bank
New York
$5.3M 18,510 +407 +2%
Stifel Financial
81
Stifel Financial
Missouri
$5.22M 18,225 +126 +0.7%
AG
82
Algert Global
California
$4.7M 16,419 -7,238 -31%
MOACM
83
Mutual of America Capital Management
New York
$4.61M 16,095 -816 -5%
RJA
84
Raymond James & Associates
Florida
$4.56M 15,915 -2,775 -15%
MIM
85
MetLife Investment Management
New Jersey
$4.51M 15,739 -237 -1%
Canada Life
86
Canada Life
Manitoba, Canada
$4.49M 15,699 -443 -3%
Victory Capital Management
87
Victory Capital Management
Texas
$4.46M 15,586 -652 -4%
QC
88
Quadrature Capital
United Kingdom
$4.46M 15,585 -14,034 -47%
MFAM
89
Motley Fool Asset Management
Virginia
$4.34M 15,177 -343 -2%
AAM
90
Azzad Asset Management
Virginia
$4.29M 15,003 -1,397 -9%
SOADOR
91
State of Alaska Department of Revenue
Alaska
$4.26M 14,887 -270 -2%
State of New Jersey Common Pension Fund D
92
State of New Jersey Common Pension Fund D
New Jersey
$4.23M 14,787 – –
DA
93
Duality Advisers
Florida
$4.05M 14,161 +14,161 New
YIA
94
YHB Investment Advisors
Connecticut
$4.03M 14,092 -4,426 -24%
Polen Capital Management
95
Polen Capital Management
Florida
$3.95M 13,785 -276 -2%
PI
96
PEAK6 Investments
Illinois
$3.81M 13,320 +10,685 +406%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$3.77M 13,176 -5,635 -30%
Neuberger Berman Group
98
Neuberger Berman Group
New York
$3.65M 12,754 +168 +1%
Corient Private Wealth
99
Corient Private Wealth
Florida
$3.6M 12,588 -988 -7%
CB
100
Commerce Bank
Missouri
$3.6M 12,569 -1,371 -10%
2 3
4
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