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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 %
HCP
251
Holt Capital Partners
Texas
$212K +$34.2K +125 +19%
WH
252
Willner & Heller
California
$207K +$207K +605 New
GVAG
253
Great Valley Advisor Group
Delaware
$205K – – –
Los Angeles Capital Management
254
Los Angeles Capital Management
California
$201K -$366K -1,342 -65%
UB
255
UMB Bank
Missouri
$198K – – –
NSIM
256
North Star Investment Management
Illinois
$194K -$10.9K -40 -5%
Carson Wealth (CWM LLC)
257
Carson Wealth (CWM LLC)
Nebraska
$192K +$79.2K +290 +70%
VanEck Associates
258
VanEck Associates
New York
$173K +$23.7K +87 +16%
HCA
259
Harbor Capital Advisors
Illinois
$163K +$163K +596 New
S
260
SignatureFD
Georgia
$153K +$28.5K +104 +23%
DP
261
Dundas Partners
United Kingdom
$139K – – –
Ensign Peak Advisors
262
Ensign Peak Advisors
Utah
$131K – – –
AIG
263
American International Group
New York
$116K -$273 -1 -0.2%
ETC
264
Exchange Traded Concepts
Oklahoma
$107K +$107K +393 New
ME
265
McIlrath & Eck
Washington
$94K +$820 +3 +0.9%
CTC
266
Central Trust Company
Missouri
$93K -$6.8K -25 -7%
CI Investments Inc
267
CI Investments Inc
Ontario, Canada
$91K -$12.5K -46 -12%
QCG
268
Quadrant Capital Group
Ohio
$91K +$4.63K +17 +5%
AS
269
Altshuler Shaham
Israel
$89K -$6.26K -23 -7%
CCA
270
Column Capital Advisors
Indiana
$83K – – –
TSW
271
Thompson Siegel & Walmsley
Virginia
$82K – – –
JWM
272
Janiczek Wealth Management
Colorado
$81K +$8.7K +32 +12%
SWM
273
Spire Wealth Management
Virginia
$80K -$4.38K -16 -5%
CFO
274
CVA Family Office
Colorado
$62K – – –
IA
275
IFP Advisors
Florida
$62K +$55.7K +327 +884%
9 10
11
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