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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 %
AF
276
Allworth Financial
California
$19K -$4.53K -21 -19%
AF
277
Advisornet Financial
Minnesota
$19K – – –
BIA
278
Bell Investment Advisors
California
$18K -$621 -3 -3%
PTC
279
Private Trust Company
Ohio
$18K – – –
BCPWM
280
Bradley & Co Private Wealth Management
Florida
$18K – – –
WT
281
Whittier Trust
California
$17K – – –
CMA
282
Cedar Mountain Advisors
Oregon
$16K – – –
BONH
283
Bank of New Hampshire
New Hampshire
$16K – – –
CAL
284
Capital Advisors Ltd
Ohio
$16K +$432 +2 +3%
CHC
285
City Holding Co
West Virginia
$13K – – –
FF
286
FourThought Financial
Florida
$13K +$3.51K +17 +37%
APA
287
American Portfolios Advisors
New York
$12.5K +$9.34K +44 +293%
BBHC
288
Brown Brothers Harriman & Co
New York
$12K +$10.7K +50 +833%
EI
289
Ellevest Inc
New York
$11K -$7.13K -35 -39%
CFD
290
Creative Financial Designs
Indiana
$10K +$3.13K +15 +45%
MCC
291
Money Concepts Capital
Florida
$8K – – –
BTI
292
Blue Trust Inc
Georgia
$8K +$8K +32 New
BFEC
293
Benjamin F. Edwards & Company
Missouri
$7K – – –
TWA
294
TCI Wealth Advisors
Arizona
$7K +$677 +3 +11%
JWA
295
JFS Wealth Advisors
Pennsylvania
$6K +$1.66K +8 +38%
FDCDDQ
296
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.31K – – –
LFG
297
Larson Financial Group
Missouri
$5K – – –
VCM
298
Vigilant Capital Management
Maine
$4K -$222 -1 -5%
CFGS
299
Concourse Financial Group Securities
Alabama
$3K – – –
SC
300
Schubert & Co
Texas
$3K +$1K +5 +50%
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12
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