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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 %
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$3.58M 12,500 +12,500 New
YCM
102
Yousif Capital Management
Michigan
$3.46M 12,103 -102 -0.8%
Janus Henderson Group
103
Janus Henderson Group
United Kingdom
$3.4M 11,879 -19 -0.2%
Comerica Bank
104
Comerica Bank
Texas
$3.37M 11,756 -215 -2%
Ensign Peak Advisors
105
Ensign Peak Advisors
Utah
$3.28M 11,455 +3,535 +45%
Treasurer of the State of North Carolina
106
Treasurer of the State of North Carolina
North Carolina
$3.26M 11,402 +110 +1%
US Bancorp
107
US Bancorp
Minnesota
$3.26M 11,392 -35 -0.3%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$3.24M 11,319 -247 -2%
UBS Group
109
UBS Group
Switzerland
$3.24M 11,303 +8,656 +327%
1832 Asset Management
110
1832 Asset Management
Ontario, Canada
$3.21M 11,200 – –
First Trust Advisors
111
First Trust Advisors
Illinois
$3.14M 10,986 +9,885 +898%
OAM
112
Oppenheimer Asset Management
New York
$3.13M 10,938 +417 +4%
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.12M 10,901 +293 +3%
CCMINC
114
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.06M 10,693 -122 -1%
M&T Bank
115
M&T Bank
New York
$3M 10,467 -568 -5%
BNP Paribas Asset Management
116
BNP Paribas Asset Management
France
$2.99M 10,435 -17,897 -63%
CI
117
Ceera Investments
Texas
$2.86M 9,991 -2,465 -20%
HighTower Advisors
118
HighTower Advisors
Illinois
$2.62M 9,187 +526 +6%
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$2.62M 9,160 -1,638 -15%
SPS
120
Susquehanna Portfolio Strategies
Pennsylvania
$2.62M 9,147 +9,147 New
AP
121
Advisors Preferred
Maryland
$2.59M 9,336 +9,336 New
PHK
122
Point72 Hong Kong
Hong Kong
$2.55M 8,911 +8,911 New
Mawer Investment Management
123
Mawer Investment Management
Alberta, Canada
$2.5M 8,736 +716 +9%
AI
124
Atria Investments
North Carolina
$2.5M 8,735 -2,820 -24%
CCIA
125
Campbell & Co Investment Adviser
Maryland
$2.45M 8,549 +8,549 New
3 4
5
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