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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.

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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$254M
2
PL
Perpetual Ltd
Australia
$0
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$152M
5
SI
Scout Investments
Missouri
$7.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
126
Sepio Capital
Utah
$1.32M -$35.3K -180 -3%
ELI
127
Empire Life Investments
Ontario, Canada
$1.3M +$14.7K +75 +1%
ACM
128
Ashford Capital Management
Delaware
$1.27M -$28.4K -145 -2%
ECM
129
ExodusPoint Capital Management
New York
$1.24M +$345K +1,761 +38%
BSW
130
Buckingham Strategic Wealth
Missouri
$1.22M – – –
William Blair & Company
131
William Blair & Company
Illinois
$1.18M -$42K -214 -3%
LTAS
132
Linden Thomas Advisory Services
North Carolina
$1.17M +$14.1K +72 +1%
Citigroup
133
Citigroup
New York
$1.16M -$96.3K -491 -8%
AA
134
ALPS Advisors
Colorado
$1.15M +$354K +1,803 +44%
Holocene Advisors
135
Holocene Advisors
New York
$1.12M +$1.12M +5,693 New
IEFM
136
IQ EQ Fund Management
Ireland
$1.11M -$66.1K -337 -6%
Polen Capital Management
137
Polen Capital Management
Florida
$1.1M +$1.1M +5,622 New
AB
138
Amalgamated Bank
New York
$1.09M +$87.1K +444 +9%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$1.07M +$235K +1,201 +28%
ACM
140
Alamar Capital Management
California
$1.04M -$407K -2,074 -28%
TCA
141
Troluce Capital Advisors
Puerto Rico
$980K +$980K +5,000 New
BOS
142
Bank of Stockton
California
$939K -$134K -681 -12%
DTL
143
Dynamic Technology Lab
Singapore
$878K +$878K +4,480 New
Cerity Partners
144
Cerity Partners
New York
$878K +$288K +1,467 +49%
JIC
145
Johnson Investment Counsel
Ohio
$868K -$15.9K -81 -2%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$866K +$84.3K +430 +11%
PWG
147
Portside Wealth Group
Utah
$856K +$856K +4,364 New
URS
148
Utah Retirement Systems
Utah
$849K -$19.6K -100 -2%
VF
149
Virtu Financial
New York
$845K +$845K +4,308 New
AAS
150
Avantax Advisory Services
Texas
$830K +$77.5K +395 +10%
4 5
6
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