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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 %
HFM
276
Harvest Fund Management
China
$61K -$71.8K -265 -54%
WWM
277
Wolff Wiese Magana
California
$61K +$817 +3 +1%
VCM
278
Versant Capital Management
Arizona
$56K – – –
SPIA
279
Steward Partners Investment Advisory
New York
$50K +$20.2K +74 +68%
Rockefeller Capital Management
280
Rockefeller Capital Management
New York
$49K +$1.36K +5 +3%
CCM
281
Covington Capital Management
California
$48K +$13.7K +50 +40%
PHK
282
Point72 Hong Kong
Hong Kong
$47K -$117K -432 -71%
SQA
283
Simon Quick Advisors
New Jersey
$45K -$27.6K -100 -38%
ODG
284
O'Dell Group
Ohio
$45K +$45K +166 New
WPWM
285
Western Pacific Wealth Management
Illinois
$40K – – –
Koshinski Asset Management
286
Koshinski Asset Management
Illinois
$39.1K – – –
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$39K -$286K -1,050 -88%
QC
288
Quent Capital
New York
$39K – – –
PG
289
Proffitt & Goodson
Tennessee
$37K +$37K +135 New
AF
290
Advisornet Financial
Minnesota
$29K -$1.38K -5 -5%
Jones Financial Companies
291
Jones Financial Companies
Missouri
$27K +$27K +100 New
MGIM
292
M&G Investment Management
United Kingdom
$24.7K +$24.7K +90,507 New
CT
293
Cambridge Trust
Massachusetts
$24K – – –
BCPWM
294
Bradley & Co Private Wealth Management
Florida
$23K – – –
WT
295
Whittier Trust
California
$22K +$6.6K +24 +43%
CMA
296
Cedar Mountain Advisors
Oregon
$21K – – –
BONH
297
Bank of New Hampshire
New Hampshire
$21K +$21K +76 New
AF
298
Allworth Financial
California
$19K – – –
CAL
299
Capital Advisors Ltd
Ohio
$19K – – –
FAM
300
Fred Alger Management
New York
$18K +$18K +65 New
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12
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