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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 %
Franklin Resources
101
Franklin Resources
California
$964K -$1.29M -11,129 -57%
AC
102
Allstate Corporation
Illinois
$964K -$165K -1,418 -15%
UBS Group
103
UBS Group
Switzerland
$949K -$671K -5,773 -41%
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$942K +$391K +3,365 +71%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$911K -$16K -138 -2%
Bessemer Group
106
Bessemer Group
New Jersey
$870K +$201K +1,727 +30%
AFA
107
Abacus FCF Advisors
Florida
$864K -$88.5K -756 -9%
Jane Street
108
Jane Street
New York
$829K +$829K +7,130 New
YMRC
109
Yorktown Management & Research Company
Virginia
$767K
GVAG
110
Great Valley Advisor Group
Delaware
$748K +$381K +3,274 +104%
BF
111
BOK Financial
Oklahoma
$681K -$27.9K -240 -4%
ACM
112
Ashford Capital Management
Delaware
$680K +$16.5K +142 +2%
Two Sigma Advisers
113
Two Sigma Advisers
New York
$663K -$233K -2,000 -26%
AB
114
Amalgamated Bank
New York
$597K -$12.2K -105 -2%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$589K -$179K -1,539 -23%
BSW
116
Buckingham Strategic Wealth
Missouri
$580K -$14.6K -126 -2%
Osaic Holdings
117
Osaic Holdings
Arizona
$574K +$574K +4,931 New
RJA
118
Raymond James & Associates
Florida
$569K -$20.8K -179 -4%
BOS
119
Bank of Stockton
California
$567K +$37.5K +323 +7%
XK
120
Xact Kapitalforvaltning
Sweden
$543K
FMW
121
Farr Miller & Washington
District of Columbia
$531K -$15.5K -133 -3%
ASRS
122
Arizona State Retirement System
Arizona
$526K +$526K +4,523 New
ELI
123
Empire Life Investments
Ontario, Canada
$516K -$3.6K -31 -0.7%
SC
124
Sepio Capital
Utah
$515K -$3.6K -31 -0.7%
HighTower Advisors
125
HighTower Advisors
Illinois
$460K +$94.1K +814 +26%