MORN icon

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.

New
Increased
Maintained
Reduced
Closed
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
Morgan Stanley
New York
$1.11B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$146M
3
Norges Bank
Norges Bank
Norway
$85.8M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$81.7M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$308M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$854M
2
Invesco
Invesco
Georgia
$16.9M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$6.55M
4
Goldman Sachs
Goldman Sachs
New York
$46.7M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
$6.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMSSC
126
B. Metzler seel. Sohn & Co
Germany
$2.44M +$129K +450 +6%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$2.41M +$149K +520 +7%
RAM
128
Redmond Asset Management
Virginia
$2.39M -$48.4K -169 -2%
KIC
129
Kensington Investment Counsel
California
$2.38M +$22.6K +79 +1%
ACM
130
Ashford Capital Management
Delaware
$2.26M +$77.3K +270 +4%
GKFF
131
George Kaiser Family Foundation
Oklahoma
$2.19M -$1.92M -6,716 -47%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$2.18M +$2.18M +7,620 New
BRCM
133
Bright Rock Capital Management
Massachusetts
$2.15M -$716K -2,500 -25%
LPL Financial
134
LPL Financial
California
$2.14M +$491K +1,714 +30%
LTAS
135
Linden Thomas Advisory Services
North Carolina
$2.11M +$64.1K +224 +3%
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$2.11M +$17.7K +62 +0.8%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$2.09M -$28.6K -100 -1%
ASRS
138
Arizona State Retirement System
Arizona
$2.05M -$32.9K -115 -2%
Two Sigma Investments
139
Two Sigma Investments
New York
$2.03M -$20K -70 -1%
ELI
140
Empire Life Investments
Ontario, Canada
$1.91M +$36.6K +128 +2%
Thrivent Financial for Lutherans
141
Thrivent Financial for Lutherans
Minnesota
$1.86M -$2.29K -8 -0.1%
Citigroup
142
Citigroup
New York
$1.78M +$271K +946 +18%
SOMRS
143
State of Michigan Retirement System
Michigan
$1.77M – – –
JF
144
Jump Financial
Illinois
$1.77M +$1.77M +6,194 New
CAM
145
ClariVest Asset Management
California
$1.77M +$1.77M +6,173 New
PE
146
Point72 Europe
United Kingdom
$1.76M +$1.76M +6,136 New
SC
147
Sepio Capital
Utah
$1.75M -$182K -635 -9%
Two Sigma Advisers
148
Two Sigma Advisers
New York
$1.75M -$57.2K -200 -3%
SSA
149
Schonfeld Strategic Advisors
New York
$1.68M +$1.68M +5,870 New
New York State Teachers Retirement System (NYSTRS)
150
New York State Teachers Retirement System (NYSTRS)
New York
$1.66M +$57.2K +200 +4%
4 5
6
7 8