MORN icon

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 %
BRCM
101
Bright Rock Capital Management
Massachusetts
$2.03M 10,000 – –
UOC
102
UBS O'Connor
Illinois
$2.03M 10,000 +10,000 New
M&T Bank
103
M&T Bank
New York
$1.94M 9,578 -328 -3%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.9M 9,371 -269 -3%
Two Sigma Advisers
105
Two Sigma Advisers
New York
$1.87M 9,200 +2,700 +42%
RAM
106
Redmond Asset Management
Virginia
$1.73M 8,523 +23 +0.3%
AI
107
Atria Investments
North Carolina
$1.72M 8,477 +837 +11%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.71M 8,438 +217 +3%
BMSSC
109
B. Metzler seel. Sohn & Co
Germany
$1.66M 8,196 -1,431 -15%
KIC
110
Kensington Investment Counsel
California
$1.66M 8,155 -758 -9%
Bessemer Group
111
Bessemer Group
New Jersey
$1.64M 8,083 -362 -4%
HighTower Advisors
112
HighTower Advisors
Illinois
$1.6M 7,937 -256 -3%
GCM
113
Graham Capital Management
Connecticut
$1.6M 7,890 +7,890 New
AllianceBernstein
114
AllianceBernstein
Tennessee
$1.59M 7,810 -1,979 -20%
OAM
115
Oppenheimer Asset Management
New York
$1.53M 7,538 -1,432 -16%
ACM
116
Alamar Capital Management
California
$1.5M 7,398 +69 +0.9%
ASRS
117
Arizona State Retirement System
Arizona
$1.5M 7,379 +187 +3%
Two Sigma Investments
118
Two Sigma Investments
New York
$1.48M 7,300 +7,300 New
SC
119
Sepio Capital
Utah
$1.41M 6,935 +1,871 +37%
Ensign Peak Advisors
120
Ensign Peak Advisors
Utah
$1.39M 6,830 +350 +5%
Mawer Investment Management
121
Mawer Investment Management
Alberta, Canada
$1.35M 6,664 +1,002 +18%
UBS Group
122
UBS Group
Switzerland
$1.35M 6,659 +3,063 +85%
BSW
123
Buckingham Strategic Wealth
Missouri
$1.35M 6,224 – –
ACM
124
Ashford Capital Management
Delaware
$1.34M 6,600 +204 +3%
ELI
125
Empire Life Investments
Ontario, Canada
$1.33M 6,530 +137 +2%
3 4
5
6 7