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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 %
Amundi
301
Amundi
France
$3.57K – – –
SC
302
Schubert & Co
Texas
$3.25K – – –
ADL
303
Asset Dedication LLC
California
$3K – – –
BHWM
304
Beaird Harris Wealth Management
Texas
$2.38K +$2.38K +11 New
AWM
305
Accurate Wealth Management
Florida
$2.34K +$2.34K +10 New
CWP
306
Concord Wealth Partners
Virginia
$2.17K +$2.17K +10 New
SIC
307
SJS Investment Consulting
Ohio
$1.73K +$867 +4 +100%
DI
308
Disciplined Investments
Oklahoma
$1.3K -$650 -3 -33%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$866 -$2.17K -10 -71%
GWS
310
Glassman Wealth Services
Virginia
$866 -$650 -3 -43%
LC
311
Lindbrook Capital
California
$866 +$866 +4 New
DFCM
312
Dark Forest Capital Management
Puerto Rico
$650 -$2.82K -13 -81%
FGAM
313
Financial Gravity Asset Management
Texas
$618 +$618 +217 New
BAAM
314
Baker Avenue Asset Management
California
$433 +$433 +2 New
AAP
315
Arax Advisory Partners
Colorado
$433 +$433 +2 New
BAM
316
Belpointe Asset Management
Nevada
$217 +$217 +1 New
CA
317
CoreCap Advisors
Michigan
$217 +$217 +1 New
RP
318
Regal Partners
Australia
– -$10.4M -49,119 Closed
Susquehanna International Group
319
Susquehanna International Group
Pennsylvania
– -$1.51M -7,132 Closed
Aviva
320
Aviva
United Kingdom
– -$1.47M -6,922 Closed
SFI
321
Susquehanna Fundamental Investments
Pennsylvania
– -$1.4M -6,570 Closed
Voloridge Investment Management
322
Voloridge Investment Management
Florida
– -$1.24M -5,859 Closed
Fiera Capital (Canada)
323
Fiera Capital (Canada)
Quebec, Canada
– -$912K -4,295 Closed
GPGA
324
Grandeur Peak Global Advisors
Utah
– -$891K -4,197 Closed
VI
325
Versor Investments
New York
– -$881K -4,151 Closed
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