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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 %
Citigroup
126
Citigroup
New York
$1.3M 6,408 +1,935 +43%
PCA
127
Pallas Capital Advisors
Massachusetts
$1.3M 6,290 +183 +3%
William Blair & Company
128
William Blair & Company
Illinois
$1.26M 6,210 -361 -5%
BCIM
129
Black Creek Investment Management
Ontario, Canada
$1.26M 6,200 +1,200 +24%
IEFM
130
IQ EQ Fund Management
Ireland
$1.22M 6,022 – –
PP
131
PDT Partners
New York
$1.21M 5,952 +3,849 +183%
LTAS
132
Linden Thomas Advisory Services
North Carolina
$1.2M 5,902 +233 +4%
QCM
133
Quantinno Capital Management
New York
$1.17M 5,758 -4,943 -46%
BOS
134
Bank of Stockton
California
$1.11M 5,471 -477 -8%
JPMPWA
135
J.P. Morgan Private Wealth Advisors
California
$1.05M 5,196 +245 +5%
AB
136
Amalgamated Bank
New York
$1.04M 5,114 -478 -9%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$963K 4,743 -2,274 -32%
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
$932K 4,591 +4,591 New
ECM
139
ExodusPoint Capital Management
New York
$929K 4,576 +2,554 +126%
JIC
140
Johnson Investment Counsel
Ohio
$915K 4,508 – –
URS
141
Utah Retirement Systems
Utah
$900K 4,431 +46 +1%
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$862K 4,244 -103 -2%
AQR Capital Management
143
AQR Capital Management
Connecticut
$861K 4,239 -4,839 -53%
CANY
144
Caxton Associates (New York)
New York
$840K 4,138 +4,138 New
MCA
145
Martin Capital Advisors
Texas
$828K 4,079 -360 -8%
AA
146
ALPS Advisors
Colorado
$825K 4,063 +442 +12%
Osaic Holdings
147
Osaic Holdings
Arizona
$817K 4,024 -26 -0.6%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$809K 3,985 +218 +6%
AAS
149
Avantax Advisory Services
Texas
$779K 3,839 +169 +5%
ASN
150
Advisory Services Network
Georgia
$742K 3,654 +58 +2%
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6
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