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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 %
AIM
201
Aigen Investment Management
New York
$304K +$96.7K +493 +47%
CW
202
Connectus Wealth
Ohio
$298K – – –
SG Americas Securities
203
SG Americas Securities
New York
$297K +$76.2K +388 +34%
RJT
204
Raymond James Trust
Florida
$292K +$39.6K +202 +16%
Squarepoint
205
Squarepoint
New York
$289K +$289K +1,473 New
COI
206
Connable Office Inc
Michigan
$288K – – –
FT
207
Fiduciary Trust
Massachusetts
$273K +$32.2K +164 +13%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$264K -$48.8K -249 -16%
VPIM
209
Vanguard Personalized Indexing Management
California
$258K +$3.73K +19 +1%
SAM
210
Shell Asset Management
Netherlands
$253K -$1.37K -7 -0.5%
Qube Research & Technologies (QRT)
211
Qube Research & Technologies (QRT)
United Kingdom
$248K -$2.42M -12,334 -91%
WF
212
Welch & Forbes
Massachusetts
$247K -$392 -2 -0.2%
Manulife (Manufacturers Life Insurance)
213
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245K -$3.73K -19 -1%
CCA
214
Cadent Capital Advisors
Oklahoma
$241K – – –
CICI
215
Capital Investment Counsel Inc
North Carolina
$225K – – –
HBT
216
Heartland Bank & Trust
Illinois
$222K – – –
ILI
217
Invesco LLC (Illinois)
Illinois
$215K +$215K +1,097 New
Mariner
218
Mariner
Kansas
$212K -$16.5K -84 -7%
PWS
219
Precision Wealth Strategies
Missouri
$211K +$211K +1,076 New
BFM
220
Boothbay Fund Management
New York
$209K +$209K +1,068 New
PA
221
Parallel Advisors
California
$209K -$11K -56 -5%
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$170K -$26.1K -133 -13%
HPC
223
HM Payson & Co
Maine
$157K -$39.2K -200 -20%
HCA
224
Harbor Capital Advisors
Illinois
$148K +$29K +148 +24%
BEI
225
Benjamin Edwards Inc
Missouri
$131K +$69.3K +353 +112%
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