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Morningstar

352 hedge funds and large institutions have $7.77B invested in Morningstar in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 111 increasing their positions, 129 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
+29
Holders Change %
+8.98%
% of All Funds
5.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
111
Reduced
129
Closed
20
Calls
$12.4M
Puts
$22.2M
Net Calls
-$9.76M
Net Calls Change
-$4.42M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
301
Pinnacle Financial Partners
Tennessee
$34.3K
CFGS
302
Concourse Financial Group Securities
Alabama
$34.3K +$11.7K +41 +52%
PS
303
Principal Securities
Iowa
$28.9K +$28.9K +101 New
GBT
304
Grove Bank & Trust
Florida
$28.6K
AF
305
Advisornet Financial
Minnesota
$26K
AF
306
Allworth Financial
California
$24K +$3.15K +11 +15%
PTC
307
Private Trust Company
Ohio
$24K
BCPWM
308
Bradley & Co Private Wealth Management
Florida
$23.8K
BIA
309
Bell Investment Advisors
California
$22.6K +$1.43K +5 +7%
NA
310
NewEdge Advisors
Louisiana
$22.1K
CMA
311
Cedar Mountain Advisors
Oregon
$21.8K
CAL
312
Capital Advisors Ltd
Ohio
$20K
AS
313
Altshuler Shaham
Israel
$18.9K +$18.9K +66 New
CFD
314
Creative Financial Designs
Indiana
$18K
CA
315
Centerpoint Advisors
Massachusetts
$18K
BFEC
316
Benjamin F. Edwards & Company
Missouri
$18K +$18K +63 New
C
317
Covestor
United Kingdom
$15K
LC
318
Lindbrook Capital
California
$14.9K -$572 -2 -4%
JWM
319
Janiczek Wealth Management
Colorado
$13.7K
WWM
320
Wolff Wiese Magana
California
$11.2K
IA
321
IFP Advisors
Florida
$11.2K +$572 +2 +5%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$11.2K +$8.3K +29 +290%
BTI
323
Blue Trust Inc
Georgia
$9K -$1.46K -6 -14%
FFA
324
Frazier Financial Advisors
Ohio
$8.87K +$8.87K +31 New
JWA
325
JFS Wealth Advisors
Pennsylvania
$7.44K +$859 +3 +13%