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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
226
Verition Fund Management
Connecticut
$315K +$315K +1,154 New
CICI
227
Capital Investment Counsel Inc
North Carolina
$314K – – –
QCM
228
Quantinno Capital Management
New York
$314K +$33.6K +123 +12%
HBT
229
Heartland Bank & Trust
Illinois
$309K – – –
DC
230
Davenport & Co
Virginia
$308K -$352K -1,288 -53%
Manulife (Manufacturers Life Insurance)
231
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$301K +$90.4K +331 +43%
GCP
232
GSA Capital Partners
United Kingdom
$276K -$315K -1,154 -53%
CCA
233
Cadent Capital Advisors
Oklahoma
$274K – – –
SG Americas Securities
234
SG Americas Securities
New York
$273K -$6.67M -24,366 -96%
BFS
235
Bard Financial Services
Connecticut
$273K – – –
BFM
236
Boothbay Fund Management
New York
$273K +$273K +1,000 New
First Manhattan
237
First Manhattan
New York
$271K – – –
MCM
238
MAI Capital Management
Ohio
$271K +$12.3K +45 +5%
GIA
239
Gladstone Institutional Advisory
Florida
$271K +$271K +991 New
SLG
240
Stanley-Laman Group
Pennsylvania
$265K -$507K -1,857 -66%
GAM
241
Gotham Asset Management
New York
$252K +$252K +924 New
BTW
242
Boston Trust Walden
Massachusetts
$250K +$250K +916 New
DP
243
Dearborn Partners
Illinois
$244K +$6.28K +23 +3%
Millennium Management
244
Millennium Management
New York
$239K -$34.2M -125,061 -99%
OSAM
245
O'Shaughnessy Asset Management
Connecticut
$237K +$8.46K +31 +4%
ZIM
246
Zacks Investment Management
Illinois
$236K -$11.8K -43 -5%
PCP
247
Proficio Capital Partners
Massachusetts
$235K +$235K +862 New
CS
248
Cannell & Spears
New York
$229K -$12.8K -47 -5%
ABC
249
Associated Banc-Corp
Wisconsin
$226K – – –
LA
250
Legacy Advisors
Pennsylvania
$224K +$224K +820 New
8 9
10
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