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Morningstar

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$247K +$77.1K +319 +45%
DP
227
Dearborn Partners
Illinois
$246K +$30.2K +125 +14%
CW
228
Connectus Wealth
Ohio
$245K +$483 +2 +0.2%
CCA
229
Cadent Capital Advisors
Oklahoma
$243K
BFS
230
Bard Financial Services
Connecticut
$242K
First Manhattan
231
First Manhattan
New York
$240K
SG Americas Securities
232
SG Americas Securities
New York
$238K -$3.14K -13 -1%
GSC
233
Ground Swell Capital
South Carolina
$229K +$229K +948 New
RJT
234
Raymond James Trust
Florida
$223K +$223K +921 New
SLG
235
Stanley-Laman Group
Pennsylvania
$221K -$13.8K -57 -6%
ZIM
236
Zacks Investment Management
Illinois
$209K
PCP
237
Proficio Capital Partners
Massachusetts
$208K -$242 -1 -0.1%
PAS
238
Park Avenue Securities
New York
$205K +$205K +847 New
CS
239
Cannell & Spears
New York
$201K -$2.18K -9 -1%
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$201K +$201K +832 New
EI
241
Ethic Inc
New York
$201K +$201K +832 New
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$192K -$168K -695 -47%
UB
243
UMB Bank
Missouri
$175K
NSIM
244
North Star Investment Management
Illinois
$172K
VanEck Associates
245
VanEck Associates
New York
$160K +$6.76K +28 +4%
HCA
246
Harbor Capital Advisors
Illinois
$152K +$8.2K +34 +6%
Macquarie Group
247
Macquarie Group
Australia
$144K
WAM
248
Wakefield Asset Management
Colorado
$125K +$125K +518 New
DP
249
Dundas Partners
United Kingdom
$123K
Fidelity International
250
Fidelity International
Bermuda
$121K +$121K +499 New