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Morningstar
MORN

Overview Fund Activity

312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
116
Closed
41
Calls
$4.5M
Puts
$19.2M
Net Calls
-$14.7M
Net Calls Change
+$9.06M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$87.5M
2
Bank of America
2
Bank of America
North Carolina
$449M
3
BCM
3
Bridgeway Capital Management
Texas
$7.48M
4
Man Group
4
Man Group
United Kingdom
$7.11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$518M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
Select Equity Group
2
Select Equity Group
New York
$850M
3
PG
3
Pendal Group
Australia
$74.5M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
WA
5
Wasatch Advisors
Utah
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
LP
326
LMR Partners
United Kingdom
– -$368K -1,523 Closed
TCM
327
Teza Capital Management
Illinois
– -$355K -1,466 Closed
KFA
328
Krane Funds Advisors
New York
– -$282K -1,165 Closed
MCM
329
MAI Capital Management
Ohio
– -$256K -1,060 Closed
GSC
330
Ground Swell Capital
South Carolina
– -$229K -948 Closed
SLG
331
Stanley-Laman Group
Pennsylvania
– -$221K -913 Closed
ZIM
332
Zacks Investment Management
Illinois
– -$209K -863 Closed
PCP
333
Proficio Capital Partners
Massachusetts
– -$208K -861 Closed
PAS
334
Park Avenue Securities
New York
– -$205K -847 Closed
Mercer Global Advisors
335
Mercer Global Advisors
Colorado
– -$201K -832 Closed
EI
336
Ethic Inc
New York
– -$201K -832 Closed
CS
337
Cannell & Spears
New York
– -$201K -830 Closed
WAM
338
Wakefield Asset Management
Colorado
– -$125K -518 Closed
Fidelity International
339
Fidelity International
Bermuda
– -$121K -499 Closed
PG
340
Proffitt & Goodson
Tennessee
– -$33K -135 Closed
FAM
341
Fred Alger Management
New York
– -$16K -65 Closed
RTC
342
Riverview Trust Company
Washington
– -$13K -55 Closed
VVP
343
Venture Visionary Partners
Ohio
– -$9.67K -40 Closed
WPA
344
West Paces Advisors
Georgia
– -$5.56K -23 Closed
PFBT
345
Parkside Financial Bank & Trust
Missouri
– -$5K -21 Closed
BWA
346
BDO Wealth Advisors
Florida
– -$4K -18 Closed
MBFW
347
Morton Brown Family Wealth
Pennsylvania
– -$4K -16 Closed
LC
348
Lindbrook Capital
California
– -$3K -12 Closed
CWP
349
Concord Wealth Partners
Virginia
– -$2K -10 Closed
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