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Morningstar
MORN

Overview Fund Activity

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$456M
2
Morgan Stanley
Morgan Stanley
New York
$44.1M
3
Principal Financial Group
Principal Financial Group
Iowa
$52.2M
4
PIMC
Praesidium Investment Management Company
New York
$72.1M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$12.4M
2
WA
Wasatch Advisors
Utah
$169M
3
ECM
Engle Capital Management
Connecticut
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$3.31M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
OSIA
326
O'Shares Investment Advisers
Massachusetts
– -$1.23M -4,502 Closed
Jane Street
327
Jane Street
New York
– -$851K -3,117 Closed
OTL
328
Oak Thistle LLC
New York
– -$703K -2,573 Closed
PI
329
PEAK6 Investments
Illinois
– -$700K -2,563 Closed
TF
330
Trek Financial
Arizona
– -$651K -2,384 Closed
Wellington Management Group
331
Wellington Management Group
Massachusetts
– -$571K -2,090 Closed
Walleye Capital
332
Walleye Capital
New York
– -$519K -1,901 Closed
GCP
333
GSA Capital Partners
United Kingdom
– -$276K -1,010 Closed
BFM
334
Boothbay Fund Management
New York
– -$273K -1,000 Closed
GIA
335
Gladstone Institutional Advisory
Florida
– -$271K -991 Closed
GAM
336
Gotham Asset Management
New York
– -$252K -924 Closed
BTW
337
Boston Trust Walden
Massachusetts
– -$250K -916 Closed
Millennium Management
338
Millennium Management
New York
– -$239K -874 Closed
ABC
339
Associated Banc-Corp
Wisconsin
– -$226K -827 Closed
HCP
340
Holt Capital Partners
Texas
– -$212K -775 Closed
GVAG
341
Great Valley Advisor Group
Delaware
– -$205K -750 Closed
Los Angeles Capital Management
342
Los Angeles Capital Management
California
– -$201K -736 Closed
WH
343
Willner & Heller
California
– -$207K -605 Closed
ETC
344
Exchange Traded Concepts
Oklahoma
– -$107K -393 Closed
TSW
345
Thompson Siegel & Walmsley
Virginia
– -$82K -300 Closed
PHK
346
Point72 Hong Kong
Hong Kong
– -$47K -173 Closed
SQA
347
Simon Quick Advisors
New Jersey
– -$45K -163 Closed
WPWM
348
Western Pacific Wealth Management
Illinois
– -$40K -150 Closed
Koshinski Asset Management
349
Koshinski Asset Management
Illinois
– -$39.1K -143 Closed
Jones Financial Companies
350
Jones Financial Companies
Missouri
– -$27K -100 Closed
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