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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.

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 %
AIMCA
76
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.23M – – –
YIA
77
YHB Investment Advisors
Connecticut
$4.14M -$11K -52 -0.3%
TC
78
TownSquare Capital
Utah
$3.98M -$479K -2,257 -11%
RJA
79
Raymond James & Associates
Florida
$3.68M +$764K +3,599 +26%
Victory Capital Management
80
Victory Capital Management
Texas
$3.6M -$1.33M -6,274 -27%
Jane Street
81
Jane Street
New York
$3.58M +$3.58M +16,850 New
MGWM
82
Marks Group Wealth Management
Minnesota
$3.51M +$73K +344 +2%
Barclays
83
Barclays
United Kingdom
$3.28M -$1.24M -5,846 -27%
GKFF
84
George Kaiser Family Foundation
Oklahoma
$3.21M +$318K +1,497 +11%
State of New Jersey Common Pension Fund D
85
State of New Jersey Common Pension Fund D
New Jersey
$3.05M -$138K -650 -4%
CB
86
Commerce Bank
Missouri
$2.97M -$10.2K -48 -0.3%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$2.9M +$755K +3,554 +35%
AG
88
Algert Global
California
$2.9M +$1.96M +9,245 +209%
Stifel Financial
89
Stifel Financial
Missouri
$2.88M -$33.8K -159 -1%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$2.85M +$123K +579 +5%
First Trust Advisors
91
First Trust Advisors
Illinois
$2.84M -$61.2K -288 -2%
Ohio Public Employees Retirement System (OPERS)
92
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.72M +$23.6K +111 +0.9%
CI
93
Ceera Investments
Texas
$2.69M -$74.1K -349 -3%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.41M +$15.1K +71 +0.6%
US Bancorp
95
US Bancorp
Minnesota
$2.33M -$128K -605 -5%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$2.32M +$811K +3,818 +54%
AQR Capital Management
97
AQR Capital Management
Connecticut
$2.29M -$556K -2,617 -20%
Treasurer of the State of North Carolina
98
Treasurer of the State of North Carolina
North Carolina
$2.26M +$27.6K +130 +1%
CCMINC
99
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.22M +$30.4K +143 +1%
BRCM
100
Bright Rock Capital Management
Massachusetts
$2.12M – – –
2 3
4
5 6