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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$2K -$571 -2 -22%
DI
327
Disciplined Investments
Oklahoma
$2K +$2K +7 New
TPCW
328
TD Private Client Wealth
New York
$1.37K +$1.37K +5 New
PFS
329
Prospera Financial Services
Texas
$1K +$1K +2 New
SIC
330
SJS Investment Consulting
Ohio
$1K +$1K +2 New
PFBT
331
Parkside Financial Bank & Trust
Missouri
$1K +$1K +4 New
Macquarie Group
332
Macquarie Group
Australia
$163 – – –
NRCM
333
Northern Right Capital Management
Connecticut
– -$18.8M -54,997 Closed
ECM
334
ExodusPoint Capital Management
New York
– -$11.7M -34,257 Closed
CA
335
Capitolis Advisors
New York
– -$5.33M -15,596 Closed
CP
336
Castleview Partners
Texas
– -$43 -14,705 Closed
CWM
337
CIBC World Markets
New York
– -$3.08M -9,000 Closed
SSA
338
Schonfeld Strategic Advisors
New York
– -$2.84M -8,293 Closed
HF
339
HRT Financial
New York
– -$2.62M -7,654 Closed
Toronto Dominion Bank
340
Toronto Dominion Bank
Ontario, Canada
– -$2.05M -6,000 Closed
APG Asset Management
341
APG Asset Management
Netherlands
– -$1.59M -5,300 Closed
KLC
342
Knowledge Leaders Capital
Colorado
– -$1.57M -4,595 Closed
E
343
Ergoteles
New York
– -$1.4M -4,100 Closed
IAM
344
Iridian Asset Management
Connecticut
– -$1.38M -4,032 Closed
MFS
345
Mirabella Financial Services
United Kingdom
– -$1.24M -3,630 Closed
AC
346
Allstate Corporation
Illinois
– -$1.16M -3,394 Closed
Wolverine Trading
347
Wolverine Trading
Illinois
– -$945K -2,765 Closed
LPARFS
348
Leverage Partners Absolute Return Fund SPC
Cayman Islands
– -$855K -2,500 Closed
MLICM
349
Metropolitan Life Insurance Company (MetLife)
New York
– -$497K -1,454 Closed
Voloridge Investment Management
350
Voloridge Investment Management
Florida
– -$460K -1,346 Closed
11 12 13
14
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