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Morningstar

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K
Name Holding Trade Value Shares
Change
Shares
Change %
WF
226
Welch & Forbes
Massachusetts
$513K +$151K +509 +42%
CGH
227
Crossmark Global Holdings
Texas
$511K -$98.2K -332 -16%
OSAM
228
O'Shaughnessy Asset Management
Connecticut
$509K +$29.3K +99 +6%
FRM
229
Fox Run Management
Connecticut
$497K +$497K +1,681 New
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$490K -$210K -710 -30%
CAM
231
Cresset Asset Management
Illinois
$487K +$188K +635 +63%
CSS
232
Cubist Systematic Strategies
Connecticut
$475K -$6.98M -23,597 -94%
EGM
233
Engineers Gate Manager
New York
$473K +$16K +54 +3%
SFI
234
Susquehanna Fundamental Investments
Pennsylvania
$465K -$162K -549 -26%
Baird Financial Group
235
Baird Financial Group
Wisconsin
$447K +$18.3K +62 +4%
JFG
236
Jefferies Financial Group
New York
$444K +$444K +1,500 New
COI
237
Connable Office Inc
Michigan
$435K
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$430K -$30.8K -104 -7%
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$429K -$7.99K -27 -2%
SPS
240
Susquehanna Portfolio Strategies
Pennsylvania
$427K -$2.28M -7,703 -84%
CM
241
Capula Management
Cayman Islands
$422K +$422K +1,428 New
CCA
242
Cadent Capital Advisors
Oklahoma
$413K +$48.2K +163 +13%
PNC Financial Services Group
243
PNC Financial Services Group
Pennsylvania
$407K +$19.5K +66 +5%
Mariner
244
Mariner
Kansas
$405K +$24.6K +83 +6%
Squarepoint
245
Squarepoint
New York
$391K +$391K +1,320 New
JF
246
Jump Financial
Illinois
$380K -$2.17M -7,325 -85%
XT
247
XTX Topco
Cayman Islands
$378K +$47.6K +161 +14%
PA
248
Parallel Advisors
California
$367K +$8.88K +30 +2%
ProShare Advisors
249
ProShare Advisors
Maryland
$364K -$12.4K -42 -3%
CIBC Asset Management
250
CIBC Asset Management
Ontario, Canada
$360K +$139K +470 +63%