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Morningstar
MORN

Overview Fund Activity

293 hedge funds and large institutions have $4.79B invested in Morningstar in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 115 increasing their positions, 90 reducing their positions, and 39 closing their positions.

Holders
293
Holders Change
-7
Holders Change %
-2.33%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
115
Reduced
90
Closed
39
Calls
$8.93M
Puts
$4.5M
Net Calls
+$4.43M
Net Calls Change
+$6.09M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$148M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$246M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$92.1M
4
Morgan Stanley
4
Morgan Stanley
New York
$380M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$28.1M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$254M
2
PL
2
Perpetual Ltd
Australia
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$152M
5
SI
5
Scout Investments
Missouri
$7.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$2.34M 11,939 -5,998 -33%
Janus Henderson Group
102
Janus Henderson Group
United Kingdom
$2.33M 11,896 -12 -0.1%
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M 11,762 -724 -6%
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$2.2M 11,232 +360 +3%
M&T Bank
105
M&T Bank
New York
$2.18M 11,097 +1,519 +16%
AI
106
Atria Investments
North Carolina
$2.15M 10,988 +2,511 +30%
US Bancorp
107
US Bancorp
Minnesota
$2.11M 10,775 +509 +5%
CCMINC
108
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.09M 10,657 +87 +0.8%
BRCM
109
Bright Rock Capital Management
Massachusetts
$1.96M 10,000 – –
GCM
110
Graham Capital Management
Connecticut
$1.96M 9,986 +2,096 +27%
Deutsche Bank
111
Deutsche Bank
Germany
$1.93M 9,833 -267 -3%
Ensign Peak Advisors
112
Ensign Peak Advisors
Utah
$1.87M 9,515 +2,685 +39%
UBS Group
113
UBS Group
Switzerland
$1.76M 8,987 +2,328 +35%
Bessemer Group
114
Bessemer Group
New Jersey
$1.68M 8,562 +479 +6%
RAM
115
Redmond Asset Management
Virginia
$1.67M 8,523 – –
HighTower Advisors
116
HighTower Advisors
Illinois
$1.64M 8,323 +386 +5%
AllianceBernstein
117
AllianceBernstein
Tennessee
$1.55M 7,923 +113 +1%
KIC
118
Kensington Investment Counsel
California
$1.55M 7,911 -244 -3%
Jacobs Levy Equity Management
119
Jacobs Levy Equity Management
New Jersey
$1.53M 7,801 -12,566 -62%
AQR Capital Management
120
AQR Capital Management
Connecticut
$1.45M 7,402 +3,163 +75%
Mawer Investment Management
121
Mawer Investment Management
Alberta, Canada
$1.42M 7,266 +602 +9%
OAM
122
Oppenheimer Asset Management
New York
$1.41M 7,208 -330 -4%
ASRS
123
Arizona State Retirement System
Arizona
$1.41M 7,171 -208 -3%
BCIM
124
Black Creek Investment Management
Ontario, Canada
$1.37M 7,000 +800 +13%
Jane Street
125
Jane Street
New York
$1.35M 6,909 -4,336 -39%
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5
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