MORN icon

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 %
CHC
301
City Holding Co
West Virginia
$17K – – –
C
302
Covestor
United Kingdom
$14K -$12.9K -48 -48%
LWCFA
303
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13K – – –
FF
304
FourThought Financial
Florida
$11K – – –
MCC
305
Money Concepts Capital
Florida
$11K +$11K +40 New
CFD
306
Creative Financial Designs
Indiana
$9K – – –
BFEC
307
Benjamin F. Edwards & Company
Missouri
$9K +$3.09K +11 +52%
TWA
308
TCI Wealth Advisors
Arizona
$8K – – –
HNB
309
Huntington National Bank
Ohio
$7K +$269 +1 +4%
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83K – – –
WPA
311
West Paces Advisors
Georgia
$6.28K – – –
BWA
312
BDO Wealth Advisors
Florida
$5K – – –
VCM
313
Vigilant Capital Management
Maine
$5K – – –
Nisa Investment Advisors
314
Nisa Investment Advisors
Missouri
$5K – – –
APA
315
American Portfolios Advisors
New York
$4.1K -$1.09K -4 -21%
ADL
316
Asset Dedication LLC
California
$4K – – –
JWA
317
JFS Wealth Advisors
Pennsylvania
$4K +$1.43K +5 +56%
GWS
318
Glassman Wealth Services
Virginia
$4K +$2.77K +9 +225%
LC
319
Lindbrook Capital
California
$4K +$2.25K +9 +129%
CFGS
320
Concourse Financial Group Securities
Alabama
$4K +$4K +16 New
FHA
321
First Horizon Advisors
Tennessee
$3K -$24.5K -90 -89%
CWP
322
Concord Wealth Partners
Virginia
$3K – – –
SC
323
Schubert & Co
Texas
$3K +$300 +1 +11%
AAP
324
Arax Advisory Partners
Colorado
$3K +$3K +11 New
CI
325
Cordant Inc
Oregon
$3K +$3K +12 New
11 12
13
14 15