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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 %
VPIM
201
Vanguard Personalized Indexing Management
California
$263K 1,294 -200 -13%
RJT
202
Raymond James Trust
Florida
$262K 1,288 +233 +22%
Manulife (Manufacturers Life Insurance)
203
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$257K 1,267 -35 -3%
WF
204
Welch & Forbes
Massachusetts
$256K 1,262 -148 -10%
CCA
205
Cadent Capital Advisors
Oklahoma
$250K 1,230 +227 +23%
FT
206
Fiduciary Trust
Massachusetts
$250K 1,230 -1,171 -49%
Mariner
207
Mariner
Kansas
$237K 1,167 -275 -19%
PTC
208
Petrus Trust Company
Texas
$234K 1,153 +1,153 New
CICI
209
Capital Investment Counsel Inc
North Carolina
$233K 1,150 – –
Prudential Financial
210
Prudential Financial
New Jersey
$231K 963 +12 +1%
HBT
211
Heartland Bank & Trust
Illinois
$229K 1,130 – –
PA
212
Parallel Advisors
California
$228K 1,123 -195 -15%
SG Americas Securities
213
SG Americas Securities
New York
$228K 1,125 +1,125 New
ACM
214
Acrisure Capital Management
Texas
$219K 1,081 +1,081 New
AIM
215
Aigen Investment Management
New York
$215K 1,058 +1,058 New
DP
216
Dearborn Partners
Illinois
$206K 1,016 -69 -6%
HPC
217
HM Payson & Co
Maine
$203K 1,000 -100 -9%
BFS
218
Bard Financial Services
Connecticut
$203K 1,000 – –
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$203K 1,000 +99 +11%
BNP Paribas Financial Markets
220
BNP Paribas Financial Markets
France
$170K 837 -5,337 -86%
Macquarie Group
221
Macquarie Group
Australia
$160K 790 +790 New
NSIM
222
North Star Investment Management
Illinois
$124K 612 – –
HCA
223
Harbor Capital Advisors
Illinois
$123K 607 +275 +83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
224
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$109K 535 +244 +84%
ACM
225
Aquatic Capital Management
Illinois
$102K 500 -2,700 -84%
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9
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