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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 %
NMIMC
151
Northwestern Mutual Investment Management Company
Wisconsin
$1.66M +$6.87K +24 +0.4%
AIP
152
Ameritas Investment Partners
Nebraska
$1.65M -$24K -84 -1%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.65M +$137K +478 +9%
X
154
Xponance
Pennsylvania
$1.62M -$28.6K -100 -2%
AQR Capital Management
155
AQR Capital Management
Connecticut
$1.61M -$684K -2,388 -30%
Zurich Cantonal Bank
156
Zurich Cantonal Bank
Switzerland
$1.61M +$157K +549 +11%
Handelsbanken Fonder
157
Handelsbanken Fonder
Sweden
$1.6M +$630K +2,200 +65%
Pathstone Holdings
158
Pathstone Holdings
New Jersey
$1.57M +$1.57M +5,498 New
Bessemer Group
159
Bessemer Group
New Jersey
$1.56M -$703K -2,453 -31%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.5M +$436K +1,524 +41%
NMERB
161
New Mexico Educational Retirement Board
New Mexico
$1.49M – – –
William Blair & Company
162
William Blair & Company
Illinois
$1.45M -$260K -909 -15%
MF
163
Magnetar Financial
Illinois
$1.44M -$319K -1,113 -18%
BSW
164
Buckingham Strategic Wealth
Missouri
$1.44M +$3.72K +13 +0.3%
Prudential Financial
165
Prudential Financial
New Jersey
$1.35M +$896K +3,130 +195%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$1.35M -$1.16K -4 -0.1%
PWG
167
Portside Wealth Group
Utah
$1.33M +$129K +451 +11%
URS
168
Utah Retirement Systems
Utah
$1.27M – – –
JIC
169
Johnson Investment Counsel
Ohio
$1.27M – – –
MCA
170
Martin Capital Advisors
Texas
$1.25M +$22K +77 +2%
CIBC Private Wealth Group
171
CIBC Private Wealth Group
Georgia
$1.24M -$40.6K -142 -3%
BWM
172
BCGM Wealth Management
Indiana
$1.23M +$20.9K +73 +2%
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
$1.23M -$4.55M -15,913 -79%
NG
174
Norden Group
Utah
$1.13M +$79K +276 +7%
TRCT
175
Tower Research Capital (TRC)
New York
$1.12M +$970K +3,388 +650%
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