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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.

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
1
Morgan Stanley
New York
$1.11B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$146M
3
Norges Bank
3
Norges Bank
Norway
$85.8M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$81.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$308M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$854M
2
Invesco
2
Invesco
Georgia
$16.9M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$6.55M
4
Goldman Sachs
4
Goldman Sachs
New York
$46.7M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$6.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$1.11B 3,872,110 +1,914,800 +98%
Select Equity Group
2
Select Equity Group
New York
$854M 2,984,027 -614,881 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$738M 2,576,670 +23,812 +0.9%
BlackRock
4
BlackRock
New York
$685M 2,392,043 +16,838 +0.7%
BAMCO Inc
5
BAMCO Inc
New York
$379M 1,322,451 -4,157 -0.3%
Bank of America
6
Bank of America
North Carolina
$370M 1,292,308 +12,754 +1%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$357M 1,246,569 -6,092 -0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$308M 1,075,731 +67,983 +7%
State Street
9
State Street
Massachusetts
$212M 741,535 +28,029 +4%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$204M 711,632 +17,944 +3%
WA
11
Wasatch Advisors
Utah
$153M 533,935 +5,240 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$146M 509,486 +160,281 +46%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$126M 439,038 +16,509 +4%
LIP
14
Liontrust Investment Partners
United Kingdom
$122M 424,939 -28,191 -6%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$117M 408,640 -25,899 -6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$111M 386,476 -3,151 -0.8%
Norges Bank
17
Norges Bank
Norway
$85.8M 299,798 +82,273 +38%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$84.7M 296,015 +163 +0.1%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$81.7M 285,398 +68,574 +32%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$78M 272,523 -71,041 -21%
RA
21
Royce & Associates
New York
$64M 223,652 +2,392 +1%
Renaissance Technologies
22
Renaissance Technologies
New York
$61.8M 215,900 -48,900 -18%
Ameriprise
23
Ameriprise
Minnesota
$58M 202,597 -51,374 -20%
Northern Trust
24
Northern Trust
Illinois
$55.8M 194,935 +3,164 +2%
Principal Financial Group
25
Principal Financial Group
Iowa
$53.8M 187,963 -18,170 -9%
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