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Morningstar

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$28K -$16.9K -69 -38%
AF
277
Allworth Financial
California
$26K +$9.78K +41 +60%
EARNEST Partners
278
EARNEST Partners
Georgia
$24K +$24K +100 New
MGIM
279
M&G Investment Management
United Kingdom
$23.9K +$2.04K +8,409 +9%
AF
280
Advisornet Financial
Minnesota
$22K -$3.39K -14 -13%
EI
281
Ellevest Inc
New York
$22K +$22K +89 New
BIA
282
Bell Investment Advisors
California
$22K +$22K +90 New
BCPWM
283
Bradley & Co Private Wealth Management
Florida
$20K
PTC
284
Private Trust Company
Ohio
$20K +$20K +84 New
TRCT
285
Tower Research Capital (TRC)
New York
$19K -$340K -1,413 -95%
WT
286
Whittier Trust
California
$19K
CMA
287
Cedar Mountain Advisors
Oregon
$18K
BONH
288
Bank of New Hampshire
New Hampshire
$18K
CAL
289
Capital Advisors Ltd
Ohio
$17K +$472 +2 +3%
FAM
290
Fred Alger Management
New York
$16K
CHC
291
City Holding Co
West Virginia
$15K
C
292
Covestor
United Kingdom
$13K +$245 +1 +2%
RTC
293
Riverview Trust Company
Washington
$13K +$13K +55 New
FF
294
FourThought Financial
Florida
$11K +$1.44K +6 +15%
MCC
295
Money Concepts Capital
Florida
$10K
VVP
296
Venture Visionary Partners
Ohio
$9.67K +$9.67K +40 New
CFD
297
Creative Financial Designs
Indiana
$8K
BFEC
298
Benjamin F. Edwards & Company
Missouri
$8K
TWA
299
TCI Wealth Advisors
Arizona
$7K
FDCDDQ
300
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.05K