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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 %
BMSSC
101
B. Metzler seel. Sohn & Co
Germany
$2.09M +$577K +2,666 +38%
Deutsche Bank
102
Deutsche Bank
Germany
$2.03M +$694K +3,204 +52%
TC
103
TwinBeech Capital
New York
$2.03M +$2.03M +9,374 New
AQR Capital Management
104
AQR Capital Management
Connecticut
$1.97M -$369K -1,705 -16%
OAM
105
Oppenheimer Asset Management
New York
$1.94M +$8.66K +40 +0.4%
KIC
106
Kensington Investment Counsel
California
$1.93M – – –
RAM
107
Redmond Asset Management
Virginia
$1.84M – – –
Bessemer Group
108
Bessemer Group
New Jersey
$1.83M – – –
Neuberger Berman Group
109
Neuberger Berman Group
New York
$1.78M -$141K -651 -7%
HighTower Advisors
110
HighTower Advisors
Illinois
$1.77M -$31K -143 -2%
Commonwealth Equity Services
111
Commonwealth Equity Services
Massachusetts
$1.66M +$560K +2,587 +51%
AI
112
Atria Investments
North Carolina
$1.65M -$81.9K -378 -5%
ACM
113
Alamar Capital Management
California
$1.59M -$20.6K -95 -1%
ASRS
114
Arizona State Retirement System
Arizona
$1.56M +$48.7K +225 +3%
Teacher Retirement System of Texas
115
Teacher Retirement System of Texas
Texas
$1.52M -$70.4K -325 -4%
PCA
116
Pallas Capital Advisors
Massachusetts
$1.47M +$34.4K +143 +2%
William Blair & Company
117
William Blair & Company
Illinois
$1.42M -$17.8K -82 -1%
Two Sigma Advisers
118
Two Sigma Advisers
New York
$1.41M -$21.7K -100 -2%
Ensign Peak Advisors
119
Ensign Peak Advisors
Utah
$1.4M +$444K +2,050 +46%
ACM
120
Ashford Capital Management
Delaware
$1.39M -$45.9K -212 -3%
ELI
121
Empire Life Investments
Ontario, Canada
$1.39M -$3.25K -15 -0.2%
BSW
122
Buckingham Strategic Wealth
Missouri
$1.35M – – –
BNP Paribas Financial Markets
123
BNP Paribas Financial Markets
France
$1.34M -$438K -2,023 -25%
IEFM
124
IQ EQ Fund Management
Ireland
$1.3M – – –
BOS
125
Bank of Stockton
California
$1.29M -$62.6K -289 -5%
3 4
5
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