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Morningstar
MORN

Overview Fund Activity

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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$129M
2
Morgan Stanley
Morgan Stanley
New York
+$26.9M
3
Principal Financial Group
Principal Financial Group
Iowa
+$22M
4
PIMC
Praesidium Investment Management Company
New York
+$17.5M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$13M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
-$108M
2
WA
Wasatch Advisors
Utah
-$19.7M
3
ECM
Engle Capital Management
Connecticut
-$15.6M
4
First Trust Advisors
First Trust Advisors
Illinois
-$15.3M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
301
Larson Financial Group
Missouri
$6K +$6K +23 New
WPA
302
West Paces Advisors
Georgia
$5.56K – – –
VCM
303
Vigilant Capital Management
Maine
$5K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$5K +$1.67K +7 +50%
PFBT
305
Parkside Financial Bank & Trust
Missouri
$5K +$4.05K +17 +425%
CFGS
306
Concourse Financial Group Securities
Alabama
$4K – – –
BWA
307
BDO Wealth Advisors
Florida
$4K – – –
Northwestern Mutual Wealth Management
308
Northwestern Mutual Wealth Management
Wisconsin
$4K +$2K +7 +100%
MBFW
309
Morton Brown Family Wealth
Pennsylvania
$4K +$4K +16 New
APA
310
American Portfolios Advisors
New York
$3.63K – – –
LC
311
Lindbrook Capital
California
$3K -$1K -4 -25%
GWS
312
Glassman Wealth Services
Virginia
$3K -$250 -1 -8%
SC
313
Schubert & Co
Texas
$2K – – –
CWP
314
Concord Wealth Partners
Virginia
$2K – – –
DI
315
Disciplined Investments
Oklahoma
$1K -$400 -2 -29%
BWM
316
BerganKDV Wealth Management
Minnesota
$1K +$1K +3 New
BBHC
317
Brown Brothers Harriman & Co
New York
$1K +$1K +6 New
TPCW
318
TD Private Client Wealth
New York
$484 -$726 -3 -60%
Bank of Montreal
319
Bank of Montreal
Ontario, Canada
$454 -$55 -222 -11%
ECM
320
Engle Capital Management
Connecticut
– -$15.6M -57,000 Closed
N
321
Natixis
France
– -$9.04M -33,100 Closed
Qube Research & Technologies (QRT)
322
Qube Research & Technologies (QRT)
United Kingdom
– -$7.99M -29,234 Closed
Arrowstreet Capital
323
Arrowstreet Capital
Massachusetts
– -$5.33M -19,516 Closed
Bank of Nova Scotia
324
Bank of Nova Scotia
Ontario, Canada
– -$2.93M -10,706 Closed
BPGAM
325
BTG Pactual Global Asset Management
Bermuda
– -$1.54M -5,639 Closed
11 12
13
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