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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 %
CCA
251
Column Capital Advisors
Indiana
$86.4K +$4.77K +22 +6%
AIG
252
American International Group
New York
$79.9K -$1.95K -9 -2%
ME
253
McIlrath & Eck
Washington
$74.5K – – –
HCA
254
Harbor Capital Advisors
Illinois
$71.9K -$5.85K -27 -8%
OWA
255
One Wealth Advisors
California
$71.7K +$71.7K +331 New
Dimensional Fund Advisors
256
Dimensional Fund Advisors
Texas
$65.4K -$843 -3,894 -1%
3IP
257
3Chopt Investment Partners
Virginia
$65K +$65K +300 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
258
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$63K -$5.37M -24,788 -99%
IA
259
IFP Advisors
Florida
$61K -$1.91K -11 -3%
SWM
260
Spire Wealth Management
Virginia
$57K -$6.53K -30 -10%
CFO
261
CVA Family Office
Colorado
$49.4K – – –
HFM
262
Harvest Fund Management
China
$49K – – –
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$48K -$84.9K -391 -64%
VCM
264
Versant Capital Management
Arizona
$44K – – –
CFB
265
Cullen/Frost Bankers
Texas
$43.3K – – –
IAS
266
IMA Advisory Services
Colorado
$43.3K – – –
JWM
267
Janiczek Wealth Management
Colorado
$39.2K +$4.55K +19 +13%
Rockefeller Capital Management
268
Rockefeller Capital Management
New York
$36K -$1.92K -9 -5%
MAM
269
Meeder Asset Management
Ohio
$32.9K +$32.5K +150 +7,500%
AF
270
Allworth Financial
California
$32.5K +$13.4K +62 +70%
QC
271
Quent Capital
New York
$30.5K – – –
WT
272
Whittier Trust
California
$30.5K +$13.2K +61 +76%
CTC
273
Central Trust Company
Missouri
$28.2K – – –
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$27.5K -$3.47K -16 -11%
FHA
275
First Horizon Advisors
Tennessee
$27.2K +$872 +4 +3%
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