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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.

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

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$12.4M
2
WA
2
Wasatch Advisors
Utah
$169M
3
ECM
3
Engle Capital Management
Connecticut
$0
4
First Trust Advisors
4
First Trust Advisors
Illinois
$3.31M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
76
TownSquare Capital
Utah
$5.08M -$239K -989 -4%
AIMCA
77
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.82M +$85.4K +353 +2%
YIA
78
YHB Investment Advisors
Connecticut
$4.72M -$75K -310 -2%
MGWM
79
Marks Group Wealth Management
Minnesota
$3.91M -$89.2K -369 -2%
State of New Jersey Common Pension Fund D
80
State of New Jersey Common Pension Fund D
New Jersey
$3.63M +$428K +1,772 +13%
CB
81
Commerce Bank
Missouri
$3.39M +$54.4K +225 +2%
UBS Group
82
UBS Group
Switzerland
$3.38M +$658K +2,719 +24%
RJA
83
Raymond James & Associates
Florida
$3.33M +$2.83M +11,701 +571%
Stifel Financial
84
Stifel Financial
Missouri
$3.32M -$31.9K -132 -1%
First Trust Advisors
85
First Trust Advisors
Illinois
$3.31M -$15.3M -63,280 -82%
GKFF
86
George Kaiser Family Foundation
Oklahoma
$3.29M +$798K +3,299 +32%
AQR Capital Management
87
AQR Capital Management
Connecticut
$3.19M +$103K +432 +3%
CI
88
Ceera Investments
Texas
$3.15M -$31K -128 -1%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$3.11M +$661K +2,733 +27%
Ohio Public Employees Retirement System (OPERS)
90
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.08M +$51.7K +214 +2%
Citigroup
91
Citigroup
New York
$3M -$781K -3,227 -21%
US Bancorp
92
US Bancorp
Minnesota
$2.81M -$67.5K -279 -2%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$2.73M -$9.43K -39 -0.3%
PCA
94
Pallas Capital Advisors
Massachusetts
$2.65M +$57.7K +232 +2%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$2.58M -$73.5K -304 -3%
Treasurer of the State of North Carolina
96
Treasurer of the State of North Carolina
North Carolina
$2.55M +$460K +1,902 +22%
CCMINC
97
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.49M -$415K -1,716 -14%
DA
98
Duality Advisers
Florida
$2.45M +$2.45M +10,145 New
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
$2.45M +$295K +1,220 +14%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$2.45M -$3.7M -15,332 -60%
2 3
4
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