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Morningstar

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
126
Marshall Wace
United Kingdom
$1.87M +$1.87M +8,000 New
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$1.86M -$374K -1,595 -17%
Bessemer Group
128
Bessemer Group
New Jersey
$1.85M -$153K -654 -8%
TRSOTSOK
129
Teachers Retirement System of the State of Kentucky
Kentucky
$1.85M +$1.85M +7,900 New
ACM
130
Ashford Capital Management
Delaware
$1.78M +$272K +1,160 +18%
Jane Street
131
Jane Street
New York
$1.77M +$155K +662 +10%
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$1.73M +$1.73M +7,400 New
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.71M +$1.71M +7,300 New
ASRS
134
Arizona State Retirement System
Arizona
$1.7M +$23K +98 +1%
Two Sigma Investments
135
Two Sigma Investments
New York
$1.68M -$2.79M -11,915 -62%
LTAS
136
Linden Thomas Advisory Services
North Carolina
$1.68M +$277K +1,181 +20%
SC
137
Sepio Capital
Utah
$1.58M
ELI
138
Empire Life Investments
Ontario, Canada
$1.53M -$17.3K -74 -1%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$1.53M +$1.53M +6,515 New
Citadel Advisors
140
Citadel Advisors
Florida
$1.51M -$7.28M -31,072 -83%
Two Sigma Advisers
141
Two Sigma Advisers
New York
$1.48M -$1.34M -5,700 -48%
SOMRS
142
State of Michigan Retirement System
Michigan
$1.45M +$1.45M +6,200 New
MF
143
Magnetar Financial
Illinois
$1.44M +$1.44M +6,143 New
William Blair & Company
144
William Blair & Company
Illinois
$1.4M -$1.87K -8 -0.1%
ACM
145
Alamar Capital Management
California
$1.37M +$121K +517 +10%
AIP
146
Ameritas Investment Partners
Nebraska
$1.37M +$1.37M +5,835 New
NMIMC
147
Northwestern Mutual Investment Management Company
Wisconsin
$1.35M +$1.35M +5,770 New
LPL Financial
148
LPL Financial
California
$1.35M +$425K +1,814 +46%
X
149
Xponance
Pennsylvania
$1.35M +$525K +2,243 +64%
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$1.31M +$1.31M +5,600 New