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Morningstar

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
276
Panagora Asset Management
Massachusetts
$257K +$20.1K +68 +9%
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$254K -$82.8K -280 -25%
HSA
278
HBK Sorce Advisory
Pennsylvania
$253K +$888 +3 +0.4%
SEC
279
Seven Eight Capital
New York
$253K +$253K +854 New
VA
280
Vident Advisory
Georgia
$247K +$247K +834 New
Susquehanna International Group
281
Susquehanna International Group
Pennsylvania
$244K +$244K +826 New
DTL
282
Dynamic Technology Lab
Singapore
$242K +$242K +817 New
CS
283
Cannell & Spears
New York
$234K -$1.78K -6 -0.8%
FTWA
284
Fifth Third Wealth Advisors
Ohio
$229K +$229K +775 New
QCM
285
QRG Capital Management
Illinois
$229K +$229K +775 New
VAS
286
Vestmark Advisory Solutions
Massachusetts
$228K +$228K +771 New
SIG
287
Stonegate Investment Group
Alabama
$226K +$226K +764 New
KeyBank National Association
288
KeyBank National Association
Ohio
$225K +$225K +759 New
PA
289
Profund Advisors
Maryland
$224K -$81.4K -275 -27%
GVAG
290
Great Valley Advisor Group
Delaware
$223K +$15.1K +51 +7%
GT
291
Glenmede Trust
Pennsylvania
$216K -$2.66K -9 -1%
MCM
292
MAI Capital Management
Ohio
$209K +$209K +705 New
Osaic Holdings
293
Osaic Holdings
Arizona
$203K +$52.4K +177 +35%
CAM
294
Claret Asset Management
Quebec, Canada
$202K -$7.97K -27 -4%
QCG
295
Quadrant Capital Group
Ohio
$186K +$10.9K +37 +6%
KBC Group
296
KBC Group
Belgium
$184K +$19.2K +65 +12%
HPC
297
HM Payson & Co
Maine
$178K
NSIM
298
North Star Investment Management
Illinois
$171K
PS
299
Principal Securities
Iowa
$157K -$61.8K -209 -28%
HT
300
Headlands Technologies
Illinois
$154K +$91.1K +308 +144%