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Morningstar

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$2.05M +$278K +2,395 +16%
Deutsche Bank
77
Deutsche Bank
Germany
$2.02M -$581K -4,995 -22%
Stifel Financial
78
Stifel Financial
Missouri
$2.02M +$168K +1,448 +9%
US Bancorp
79
US Bancorp
Minnesota
$1.94M +$46.7K +402 +2%
Ameriprise
80
Ameriprise
Minnesota
$1.87M +$58.5K +503 +3%
D.E. Shaw & Co
81
D.E. Shaw & Co
New York
$1.79M +$460K +3,955 +35%
HSBC Holdings
82
HSBC Holdings
United Kingdom
$1.71M -$181K -1,565 -10%
MSL
83
Mackay Shields LLC
New York
$1.5M -$246K -2,112 -14%
CCMINC
84
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.41M -$165K -1,417 -10%
EIP
85
Epoch Investment Partners
New York
$1.39M +$1.39M +11,982 New
Capital Fund Management (CFM)
86
Capital Fund Management (CFM)
France
$1.36M -$133K -1,144 -9%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.34M -$1.39M -11,952 -51%
TC
88
TownSquare Capital
Utah
$1.27M +$403K +2,661 +47%
WF
89
Welch & Forbes
Massachusetts
$1.24M -$1.2M -10,345 -49%
AllianceBernstein
90
AllianceBernstein
Tennessee
$1.21M -$11.6K -100 -1%
SBH
91
Segall Bryant & Hamill
Illinois
$1.21M +$140K +1,204 +13%
Citigroup
92
Citigroup
New York
$1.17M +$483K +4,159 +71%
MGWM
93
Marks Group Wealth Management
Minnesota
$1.1M +$72.7K +621 +7%
SRAM
94
Stone Ridge Asset Management
New York
$1.08M -$616K -5,300 -36%
KCM
95
Kornitzer Capital Management
Kansas
$1.07M -$11.6K -100 -1%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$1.07M -$25.6K -220 -2%
BCIM
97
Black Creek Investment Management
Ontario, Canada
$1.06M +$69.8K +600 +7%
JIC
98
Johnson Investment Counsel
Ohio
$1.05M -$35.9K -309 -3%
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$1.03M +$694K +5,969 +206%
M&T Bank
100
M&T Bank
New York
$1.01M -$11.2K -96 -1%