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Morningstar

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
301
Tower Research Capital (TRC)
New York
$130K -$343K -1,159 -72%
BBHC
302
Brown Brothers Harriman & Co
New York
$122K +$84.9K +287 +230%
S
303
SignatureFD
Georgia
$119K -$4.14K -14 -3%
BCFD
304
Boit C.F. David
$118K
BIC
305
Beach Investment Counsel
Pennsylvania
$118K +$118K +400 New
CFB
306
Cullen/Frost Bankers
Texas
$111K
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$108K +$38.5K +130 +56%
UB
308
UMB Bank
Missouri
$106K +$2.96K +10 +3%
MB
309
Mizuho Bank
Japan
$104K +$104K +350 New
BF
310
BOK Financial
Oklahoma
$102K +$5.92K +20 +6%
VCM
311
Versant Capital Management
Arizona
$72.5K +$13K +44 +22%
CFO
312
CVA Family Office
Colorado
$68K +$592 +2 +0.9%
Mirae Asset Global ETFs Holdings
313
Mirae Asset Global ETFs Holdings
Hong Kong
$66.8K +$66.8K +227 New
HIA
314
Harbor Investment Advisory
Maryland
$65.7K
C
315
Covestor
United Kingdom
$61K +$46.6K +158 +322%
Nisa Investment Advisors
316
Nisa Investment Advisors
Missouri
$58K +$16K +54 +38%
GI
317
GAMMA Investing
California
$54.1K +$15.1K +51 +39%
FHA
318
First Horizon Advisors
Tennessee
$50.6K -$2.07K -7 -4%
SPIA
319
Steward Partners Investment Advisory
New York
$49.1K -$2.96K -10 -6%
WT
320
Whittier Trust
California
$48.8K +$4.14K +14 +9%
Acadian Asset Management
321
Acadian Asset Management
Massachusetts
$43K +$18.3K +62 +74%
QC
322
Quent Capital
New York
$41.7K
PFP
323
Pinnacle Financial Partners
Tennessee
$37K
HFM
324
Harvest Fund Management
China
$37K -$235K -786 -86%
AF
325
Allworth Financial
California
$35.7K +$7.33K +24 +26%