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Morningstar
MORN

Overview Fund Activity

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$329M
2
PL
2
Perpetual Ltd
Australia
$79.6M
3
LIP
3
Liontrust Investment Partners
United Kingdom
$30.5M
4
Bank of America
4
Bank of America
North Carolina
$499M
5
SEI Investments
5
SEI Investments
Pennsylvania
$26M

Top Sellers

1
Artisan Partners
1
Artisan Partners
Wisconsin
$8.19M
2
WA
2
Wasatch Advisors
Utah
$113M
3
Millennium Management
3
Millennium Management
New York
$69.7M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$83.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
176
Mackenzie Financial
Ontario, Canada
$457K 2,253 -1,320 -37%
Creative Planning
177
Creative Planning
Kansas
$450K 2,218 +187 +9%
MML Investors Services
178
MML Investors Services
Massachusetts
$436K 2,146 -403 -16%
Canada Life
179
Canada Life
Manitoba, Canada
$424K 2,083 -203 -9%
DI
180
DFPG Investments
Utah
$421K 2,074 +202 +11%
HIM
181
Hanlon Investment Management
New Jersey
$406K 2,000 – –
PA
182
Procyon Advisors
Connecticut
$399K 1,966 +764 +64%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$395K 1,946 +262 +16%
MSRPS
184
Maryland State Retirement & Pension System
Maryland
$389K 1,914 – –
Truist Financial
185
Truist Financial
North Carolina
$384K 1,890 -161 -8%
PHS
186
Pekin Hardy Strauss
Illinois
$381K 1,877 +1 +0.1%
CM
187
Capula Management
Cayman Islands
$370K 1,820 +1,820 New
SAMC
188
Spectrum Asset Management (California)
California
$365K 1,800 – –
AWAU
189
Alliance Wealth Advisors (Utah)
Utah
$361K 1,780 +52 +3%
CIBC Private Wealth Group
190
CIBC Private Wealth Group
Georgia
$324K 1,595 – –
NRD
191
Nebula Research & Development
New York
$324K 1,594 +1,594 New
American Century Companies
192
American Century Companies
Missouri
$309K 1,563 +265 +20%
CW
193
Connectus Wealth
Ohio
$308K 1,517 – –
SWS
194
SYSTM Wealth Solutions
Illinois
$305K 1,504 +21 +1%
JF
195
Jump Financial
Illinois
$299K 1,471 +505 +52%
COI
196
Connable Office Inc
Michigan
$298K 1,470 – –
MIM
197
MetLife Investment Management
New Jersey
$287K 1,413 +3 +0.2%
MA
198
Montag & Associates
Georgia
$284K 1,400 – –
EGM
199
Engineers Gate Manager
New York
$278K 1,369 +43 +3%
SAM
200
Shell Asset Management
Netherlands
$263K 1,297 -5 -0.4%
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