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Morningstar

383 hedge funds and large institutions have $7.92B invested in Morningstar in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 113 reducing their positions, and 23 closing their positions.

Holders
383
Holders Change
+31
Holders Change %
+8.81%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
56
Increased
136
Reduced
113
Closed
23
Calls
$5.37M
Puts
$5.71M
Net Calls
-$339K
Net Calls Change
+$9.42M
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
301
North Star Investment Management
Illinois
$178K 577 -25 -4%
KBC Group
302
KBC Group
Belgium
$172K 557 +81 +17%
Osaic Holdings
303
Osaic Holdings
Arizona
$157K 508 -2,720 -84%
S
304
SignatureFD
Georgia
$129K 418
CFB
305
Cullen/Frost Bankers
Texas
$116K 375
BCFD
306
Boit C.F. David
$115K 400
UB
307
UMB Bank
Missouri
$107K 347 +7 +2%
SOW
308
State of Wyoming
Wyoming
$101K 328 +328 New
BF
309
BOK Financial
Oklahoma
$99.6K 325
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$72.2K 234 +2 +0.9%
CFO
311
CVA Family Office
Colorado
$70.3K 228
HIA
312
Harbor Investment Advisory
Maryland
$68.5K 222
HT
313
Headlands Technologies
Illinois
$66K 214 +214 New
VCM
314
Versant Capital Management
Arizona
$62K 201
FHA
315
First Horizon Advisors
Tennessee
$55.2K 178
SPIA
316
Steward Partners Investment Advisory
New York
$54.3K 176 +10 +6%
CFGS
317
Concourse Financial Group Securities
Alabama
$52.4K 170 +50 +42%
WT
318
Whittier Trust
California
$46.6K 151
Nisa Investment Advisors
319
Nisa Investment Advisors
Missouri
$43.8K 142 +12 +9%
QC
320
Quent Capital
New York
$43.5K 141
GI
321
GAMMA Investing
California
$40.7K 132 +7 +6%
BBHC
322
Brown Brothers Harriman & Co
New York
$38.5K 125
PFP
323
Pinnacle Financial Partners
Tennessee
$37K 120
Citadel Advisors
324
Citadel Advisors
Florida
$33.3K 108 +108 New
GBT
325
Grove Bank & Trust
Florida
$30.8K 100