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Morningstar

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
American Century Companies
226
American Century Companies
Missouri
$500K +$47.5K +166 +10%
Baird Financial Group
227
Baird Financial Group
Wisconsin
$484K -$87.9K -307 -15%
Royal Bank of Canada
228
Royal Bank of Canada
Ontario, Canada
$482K +$49.2K +172 +11%
PWS
229
Precision Wealth Strategies
Missouri
$449K +$8.87K +31 +2%
Commonwealth Equity Services
230
Commonwealth Equity Services
Massachusetts
$448K -$43.8K -153 -9%
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$433K -$82.4K -288 -16%
COI
232
Connable Office Inc
Michigan
$421K
Arrowstreet Capital
233
Arrowstreet Capital
Massachusetts
$418K +$418K +1,462 New
RJT
234
Raymond James Trust
Florida
$414K -$13.5K -47 -3%
Millennium Management
235
Millennium Management
New York
$402K +$402K +1,403 New
ProShare Advisors
236
ProShare Advisors
Maryland
$392K -$10K -35 -2%
OSAM
237
O'Shaughnessy Asset Management
Connecticut
$392K +$96.7K +338 +33%
FT
238
Fiduciary Trust
Massachusetts
$370K -$7.16K -25 -2%
CCA
239
Cadent Capital Advisors
Oklahoma
$353K
WF
240
Welch & Forbes
Massachusetts
$351K
PHS
241
Pekin Hardy Strauss
Illinois
$351K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$350K +$73.6K +257 +27%
Mariner
243
Mariner
Kansas
$348K +$10.3K +36 +3%
BP
244
Ballentine Partners
Massachusetts
$344K +$344K +1,203 New
CICI
245
Capital Investment Counsel Inc
North Carolina
$329K
SCM
246
Shelton Capital Management
Colorado
$326K +$326K +1,139 New
EI
247
Ethic Inc
New York
$326K +$40.1K +140 +14%
HBT
248
Heartland Bank & Trust
Illinois
$323K
I
249
InceptionR
California
$316K +$316K +1,103 New
PA
250
Parallel Advisors
California
$312K +$9.73K +34 +3%