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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
$264M
2
Bank of America
Bank of America
North Carolina
$505M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$130M
5
SI
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
Select Equity Group
New York
$855M
4
Prudential Financial
Prudential Financial
New Jersey
$206K
5
RP
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BEI
276
Benjamin Edwards Inc
Missouri
$27K +$27K +123 New
PFP
277
Pinnacle Financial Partners
Tennessee
$26K – – –
SPIA
278
Steward Partners Investment Advisory
New York
$23.6K – – –
AF
279
Advisornet Financial
Minnesota
$22.1K +$2.38K +11 +12%
GBT
280
Grove Bank & Trust
Florida
$22K +$22K +100 New
EARNEST Partners
281
EARNEST Partners
Georgia
$21.7K – – –
TWA
282
TCI Wealth Advisors
Arizona
$20.8K +$14.1K +65 +210%
EI
283
Ellevest Inc
New York
$19.1K +$7.36K +34 +63%
BIA
284
Bell Investment Advisors
California
$18.4K -$433 -2 -2%
PTC
285
Private Trust Company
Ohio
$18K – – –
BCPWM
286
Bradley & Co Private Wealth Management
Florida
$18K – – –
CMA
287
Cedar Mountain Advisors
Oregon
$16.4K +$215 +1 +1%
BONH
288
Bank of New Hampshire
New Hampshire
$16K – – –
CAL
289
Capital Advisors Ltd
Ohio
$15K -$857 -4 -5%
CA
290
Centerpoint Advisors
Massachusetts
$14K +$14K +63 New
CFD
291
Creative Financial Designs
Indiana
$13.6K +$3.25K +15 +31%
CHC
292
City Holding Co
West Virginia
$13.4K – – –
RTC
293
Riverview Trust Company
Washington
$12K +$12K +57 New
C
294
Covestor
United Kingdom
$11K -$13.8K -64 -56%
BFEC
295
Benjamin F. Edwards & Company
Missouri
$7K – – –
BTI
296
Blue Trust Inc
Georgia
$7K +$412 +2 +6%
JWA
297
JFS Wealth Advisors
Pennsylvania
$5.2K -$1.08K -5 -17%
LFG
298
Larson Financial Group
Missouri
$4.98K – – –
VCM
299
Vigilant Capital Management
Maine
$4K – – –
CFGS
300
Concourse Financial Group Securities
Alabama
$3.68K +$217 +1 +6%
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