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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 %
EGM
151
Engineers Gate Manager
New York
$817K +$549K +2,800 +205%
BTWM
152
Baker Tilly Wealth Management
Wisconsin
$801K +$187K +955 +31%
MCA
153
Martin Capital Advisors
Texas
$800K – – –
LPL Financial
154
LPL Financial
California
$774K +$265K +1,350 +52%
BWM
155
BCGM Wealth Management
Indiana
$767K +$70.4K +359 +10%
JPMPWA
156
J.P. Morgan Private Wealth Advisors
California
$760K -$259K -1,321 -25%
ESCM
157
Echo Street Capital Management
New York
$757K +$169K +863 +29%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$752K +$752K +3,838 New
ASN
159
Advisory Services Network
Georgia
$736K +$20K +102 +3%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$722K -$208K -1,062 -22%
Osaic Holdings
161
Osaic Holdings
Arizona
$722K -$67.5K -344 -9%
X
162
Xponance
Pennsylvania
$689K +$73.3K +374 +12%
CCA
163
Covey Capital Advisors
Georgia
$674K – – –
E
164
Ergoteles
New York
$672K +$672K +3,427 New
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$661K +$58.8K +300 +10%
OTL
166
Oak Thistle LLC
New York
$654K +$654K +3,336 New
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$654K +$98.6K +503 +18%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$641K +$152K +776 +31%
AWP
169
Accretive Wealth Partners
New Jersey
$637K +$34.5K +176 +6%
MML Investors Services
170
MML Investors Services
Massachusetts
$622K +$201K +1,028 +48%
LA
171
Legacy Advisors
Pennsylvania
$594K +$27.8K +142 +5%
BFS
172
Bradley Foster & Sargent
Connecticut
$592K – – –
V
173
Veritable
Delaware
$565K -$22.7K -116 -4%
CCIA
174
Campbell & Co Investment Adviser
Maryland
$550K +$550K +2,805 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$548K +$34.1K +165 +7%
5 6
7
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