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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 %
PCA
351
Personal Capital Advisors
California
– -$441K -1,289 Closed
VRS
352
Virginia Retirement Systems
Virginia
– -$410 -1,200 Closed
Assenagon Asset Management
353
Assenagon Asset Management
Luxembourg
– -$409K -1,195 Closed
PP
354
Pegasus Partners
Wisconsin
– -$336K -983 Closed
NA
355
NewEdge Advisors
Louisiana
– -$313K -914 Closed
AGA
356
Accuvest Global Advisors
Utah
– -$307K -899 Closed
VF
357
Virtu Financial
New York
– -$279K -815 Closed
Baird Financial Group
358
Baird Financial Group
Wisconsin
– -$263K -768 Closed
RGC
359
Roberts, Glore & Co
Illinois
– -$250K -730 Closed
RJT
360
Raymond James Trust
Florida
– -$245K -715 Closed
FHA
361
Flagship Harbor Advisors
Massachusetts
– -$242K -706 Closed
LRIC
362
Long Road Investment Counsel
Michigan
– -$239K -700 Closed
PAS
363
Park Avenue Securities
New York
– -$236K -690 Closed
ClearBridge Investments
364
ClearBridge Investments
New York
– -$222K -650 Closed
SIG
365
Stonegate Investment Group
Alabama
– -$222K -650 Closed
RWM
366
Ritholtz Wealth Management
New York
– -$221K -645 Closed
American Century Companies
367
American Century Companies
Missouri
– -$219K -641 Closed
AG
368
AlphaSimPlex Group
Massachusetts
– -$214K -627 Closed
OIA
369
OneDigital Investment Advisors
Kansas
– -$209K -612 Closed
CAM
370
Cresset Asset Management
Illinois
– -$200K -586 Closed
Marshall Wace
371
Marshall Wace
United Kingdom
– -$143K -417 Closed
ACM
372
Aquatic Capital Management
Illinois
– -$68K -200 Closed
Fuller & Thaler Asset Management
373
Fuller & Thaler Asset Management
California
– -$15K -45 Closed
Simplex Trading
374
Simplex Trading
Illinois
– -$13K -40 Closed
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