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Morningstar
MORN

Overview Fund Activity

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M

Top Buyers

1
BlackRock
1
BlackRock
New York
$556M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$162M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$236M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$81.8M
5
State Street
5
State Street
Massachusetts
$167M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$64.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$80.5M
3
Select Equity Group
3
Select Equity Group
New York
$843M
4
Millennium Management
4
Millennium Management
New York
$0
5
Invesco
5
Invesco
Georgia
$59M
Name Market Value Shares Shares
Change 		Shares
Change %
Neuberger Berman Group
101
Neuberger Berman Group
New York
$2.95M 12,586 +314 +3%
CI
102
Ceera Investments
Texas
$2.92M 12,456 – –
YCM
103
Yousif Capital Management
Michigan
$2.86M 12,205 +12,205 New
N
104
Natixis
France
$2.82M 12,057 -36,943 -75%
Comerica Bank
105
Comerica Bank
Texas
$2.8M 11,971 +11,971 New
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$2.79M 11,898 +2 +0%
VOYA Investment Management
107
VOYA Investment Management
Georgia
$2.71M 11,566 -379 -3%
AI
108
Atria Investments
North Carolina
$2.71M 11,555 +567 +5%
US Bancorp
109
US Bancorp
Minnesota
$2.68M 11,427 +652 +6%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$2.65M 11,292 +60 +0.5%
1832 Asset Management
111
1832 Asset Management
Ontario, Canada
$2.62M 11,200 +11,200 New
M&T Bank
112
M&T Bank
New York
$2.58M 11,035 -62 -0.6%
CCMINC
113
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.53M 10,815 +158 +1%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$2.53M 10,798 -2,650 -20%
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M 10,608 -1,154 -10%
OAM
116
Oppenheimer Asset Management
New York
$2.46M 10,521 +3,313 +46%
BCM
117
Bridgeway Capital Management
Texas
$2.45M 10,440 -8,160 -44%
BRCM
118
Bright Rock Capital Management
Massachusetts
$2.34M 10,000 – –
Franklin Resources
119
Franklin Resources
California
$2.16M 9,220 -9,486 -51%
HighTower Advisors
120
HighTower Advisors
Illinois
$2.03M 8,661 +338 +4%
RAM
121
Redmond Asset Management
Virginia
$2M 8,528 +5 +0.1%
KIC
122
Kensington Investment Counsel
California
$1.93M 8,238 +327 +4%
BMSSC
123
B. Metzler seel. Sohn & Co
Germany
$1.89M 8,062 -7,402 -48%
Mawer Investment Management
124
Mawer Investment Management
Alberta, Canada
$1.88M 8,020 +754 +10%
AQR Capital Management
125
AQR Capital Management
Connecticut
$1.88M 8,015 +613 +8%
3 4
5
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