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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$230M
2
Bank of America
Bank of America
North Carolina
+$47.3M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$28.6M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$25M
5
SI
Scout Investments
Missouri
+$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.8M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$22.5M
3
Select Equity Group
Select Equity Group
New York
-$12.8M
4
Prudential Financial
Prudential Financial
New Jersey
-$10.9M
5
RP
Regal Partners
Australia
-$10.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPC
226
HM Payson & Co
Maine
$238K – – –
DP
227
Dearborn Partners
Illinois
$235K -$46.1K -213 -16%
DC
228
Davenport & Co
Virginia
$233K – – –
RJT
229
Raymond James Trust
Florida
$228K +$19.9K +92 +10%
HSBC Holdings
230
HSBC Holdings
United Kingdom
$223K +$223K +1,030 New
CCA
231
Cadent Capital Advisors
Oklahoma
$217K – – –
BFS
232
Bard Financial Services
Connecticut
$217K – – –
KAS
233
Kestra Advisory Services
Texas
$212K +$212K +980 New
CSS
234
Cubist Systematic Strategies
Connecticut
$211K -$264K -1,220 -56%
JF
235
Jump Financial
Illinois
$209K +$209K +966 New
PFO
236
Pathstone Family Office
New Jersey
$208K -$433 -2 -0.2%
EI
237
Ethic Inc
New York
$208K +$208K +960 New
Prudential Financial
238
Prudential Financial
New Jersey
$206K -$10.9M -50,165 -98%
First Manhattan
239
First Manhattan
New York
$206K -$9.1K -42 -4%
QT
240
Quantbot Technologies
New York
$205K -$338K -1,560 -62%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$195K +$1.95K +9 +1%
VanEck Associates
242
VanEck Associates
New York
$175K +$16.9K +78 +11%
TRCT
243
Tower Research Capital (TRC)
New York
$162K -$75.9K -349 -32%
PI
244
PEAK6 Investments
Illinois
$149K +$149K +690 New
NSIM
245
North Star Investment Management
Illinois
$133K -$21.7K -100 -14%
NA
246
NewEdge Advisors
Louisiana
$123K +$22.6K +661 +22%
S
247
SignatureFD
Georgia
$123K +$23.6K +109 +24%
DP
248
Dundas Partners
United Kingdom
$110K – – –
UB
249
UMB Bank
Missouri
$103K -$54.2K -250 -34%
QCG
250
Quadrant Capital Group
Ohio
$93.1K +$10.6K +49 +13%
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