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Morningstar
MORN

Overview Fund Activity

312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
116
Closed
41
Calls
$4.5M
Puts
$19.2M
Net Calls
-$14.7M
Net Calls Change
+$9.06M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$87.5M
2
Bank of America
2
Bank of America
North Carolina
$449M
3
BCM
3
Bridgeway Capital Management
Texas
$7.48M
4
Man Group
4
Man Group
United Kingdom
$7.11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$518M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
Select Equity Group
2
Select Equity Group
New York
$850M
3
PG
3
Pendal Group
Australia
$74.5M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
WA
5
Wasatch Advisors
Utah
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
251
McIlrath & Eck
Washington
$73K – – –
IA
252
IFP Advisors
Florida
$62K -$343 -2 -0.5%
SWM
253
Spire Wealth Management
Virginia
$62K – – –
HFM
254
Harvest Fund Management
China
$48K – – –
CFO
255
CVA Family Office
Colorado
$48K – – –
CI Investments Inc
256
CI Investments Inc
Ontario, Canada
$45K -$845 -4 -2%
WWM
257
Wolff Wiese Magana
California
$44K -$423 -2 -1%
VCM
258
Versant Capital Management
Arizona
$43K -$635 -3 -1%
IAS
259
IMA Advisory Services
Colorado
$42K – – –
CFB
260
Cullen/Frost Bankers
Texas
$42K +$42K +200 New
CCM
261
Covington Capital Management
California
$37K – – –
Rockefeller Capital Management
262
Rockefeller Capital Management
New York
$37K +$2.29K +11 +7%
ODG
263
O'Dell Group
Ohio
$35K – – –
JWM
264
Janiczek Wealth Management
Colorado
$31K -$11.8K -55 -28%
Fifth Third Bancorp
265
Fifth Third Bancorp
Ohio
$30K – – –
QC
266
Quent Capital
New York
$30K – – –
CTC
267
Central Trust Company
Missouri
$28K -$31.7K -147 -53%
FHA
268
First Horizon Advisors
Tennessee
$25K -$2.48K -12 -9%
AS
269
Altshuler Shaham
Israel
$25K -$862 -4 -3%
C
270
Covestor
United Kingdom
$25K +$13.5K +62 +117%
PFP
271
Pinnacle Financial Partners
Tennessee
$25K +$25K +120 New
WFA
272
Wipfli Financial Advisors
Wisconsin
$24K +$24K +115 New
SPIA
273
Steward Partners Investment Advisory
New York
$23K -$1.06K -5 -4%
MGIM
274
M&G Investment Management
United Kingdom
$21.2K +$186 +876 +0.9%
EARNEST Partners
275
EARNEST Partners
Georgia
$21K – – –
9 10
11
12 13