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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.

New
Increased
Maintained
Reduced
Closed
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 %
PP
126
Pegasus Partners
Wisconsin
$458K +$166K +1,431 +57%
CG
127
Colony Group
Massachusetts
$445K +$445K +3,824 New
MSE
128
MUFG Securities EMEA
United Kingdom
$442K -$662K -5,689 -60%
FIM
129
Freedom Investment Management
Connecticut
$440K +$117K +743 +36%
URS
130
Utah Retirement Systems
Utah
$428K
ASN
131
Advisory Services Network
Georgia
$407K +$14K +120 +4%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$389K +$389K +3,349 New
Thrivent Financial for Lutherans
133
Thrivent Financial for Lutherans
Minnesota
$379K +$379K +3,264 New
ET
134
Equitable Trust
Tennessee
$374K +$112K +965 +43%
NA
135
NewEdge Advisors
Louisiana
$371K +$164K +1,413 +79%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$365K -$1.89M -16,290 -84%
HW
137
Hancock Whitney
Mississippi
$359K -$1.19M -10,190 -77%
BFS
138
Bradley Foster & Sargent
Connecticut
$351K
CAM
139
Cresset Asset Management
Illinois
$327K +$6.64K +57 +2%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$324K
TNA
141
True North Advisors
Texas
$319K +$319K +2,750 New
GT
142
Glenmede Trust
Pennsylvania
$315K
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$309K -$13.9K -120 -4%
VAS
144
Vestmark Advisory Solutions
Massachusetts
$298K +$298K +2,562 New
AAS
145
Avantax Advisory Services
Texas
$266K +$84.9K +731 +47%
Allianz Asset Management
146
Allianz Asset Management
Germany
$264K -$185K -1,592 -41%
EMG
147
ETF Managers Group
New Jersey
$264K +$26.8K +228 +11%
CSS
148
Cubist Systematic Strategies
Connecticut
$256K +$163K +1,397 +174%
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
$256K +$256K +2,201 New
PAM
150
Panagora Asset Management
Massachusetts
$247K