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Morningstar

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K
Name Market Value Shares Shares
Change
Shares
Change %
BAM
301
Belpointe Asset Management
Nevada
$203 1
TG
302
TCW Group
California
-37,404 Closed
Squarepoint
303
Squarepoint
New York
-14,656 Closed
N
304
Natixis
France
-13,800 Closed
TC
305
TwinBeech Capital
New York
-9,374 Closed
LIP
306
Lighthouse Investment Partners
Florida
-5,526 Closed
AIMCA
307
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-5,294 Closed
CWM
308
CIBC World Markets
New York
-5,000 Closed
YMRC
309
Yorktown Management & Research Company
Virginia
-4,700 Closed
ACMA
310
Arbor Capital Management (Alaska)
Alaska
-3,761 Closed
First Trust Advisors
311
First Trust Advisors
Illinois
-3,738 Closed
TCM
312
Twin Capital Management
Pennsylvania
-3,523 Closed
FIM
313
Freedom Investment Management
Connecticut
-2,806 Closed
PWS
314
Precision Wealth Strategies
Missouri
-2,452 Closed
BA
315
Bridgewater Associates
Connecticut
-2,269 Closed
Marshall Wace
316
Marshall Wace
United Kingdom
-2,218 Closed
Walleye Capital
317
Walleye Capital
New York
-2,157 Closed
SSA
318
Schonfeld Strategic Advisors
New York
-1,929 Closed
ProShare Advisors
319
ProShare Advisors
Maryland
-1,914 Closed
XT
320
XTX Topco
Cayman Islands
-1,674 Closed
FC
321
FORA Capital
Florida
-1,627 Closed
Nisa Investment Advisors
322
Nisa Investment Advisors
Missouri
-1,576 Closed
I
323
InceptionR
California
-1,561 Closed
PMEF
324
Point72 Middle East FZE
United Arab Emirates
-1,343 Closed
SF
325
Synovus Financial
Georgia
-1,299 Closed