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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$1.84M +$1.09M +3,912 +145%
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$1.78M -$256K -936 -13%
YMRC
128
Yorktown Management & Research Company
Virginia
$1.78M -$109K -400 -6%
ASRS
129
Arizona State Retirement System
Arizona
$1.75M +$8.74K +32 +0.5%
ACM
130
Ashford Capital Management
Delaware
$1.75M +$3.28K +12 +0.2%
Cerity Partners
131
Cerity Partners
New York
$1.71M +$1.51M +5,534 +754%
IEFM
132
IQ EQ Fund Management
Ireland
$1.71M +$365K +1,336 +27%
RAM
133
Redmond Asset Management
Virginia
$1.7M -$546 -2 -0%
BSW
134
Buckingham Strategic Wealth
Missouri
$1.7M -$5.19K -19 -0.3%
ELI
135
Empire Life Investments
Ontario, Canada
$1.68M – – –
FIM
136
Freedom Investment Management
Connecticut
$1.63M -$337K -1,233 -17%
AB
137
Amalgamated Bank
New York
$1.59M +$110K +404 +7%
AF
138
Amalgamated Financial
New York
$1.59M +$1.59M +5,818 New
Two Sigma Advisers
139
Two Sigma Advisers
New York
$1.58M +$1.17M +4,300 +287%
MWA
140
Motive Wealth Advisors
Michigan
$1.57M -$14.2K -52 -0.9%
BPGAM
141
BTG Pactual Global Asset Management
Bermuda
$1.54M -$761K -2,788 -33%
ASN
142
Advisory Services Network
Georgia
$1.44M +$723K +2,646 +101%
SC
143
Sepio Capital
Utah
$1.42M -$278K -1,019 -16%
GPGA
144
Grandeur Peak Global Advisors
Utah
$1.39M +$206K +756 +17%
CCA
145
Covey Capital Advisors
Georgia
$1.39M +$130K +476 +10%
Jennison Associates
146
Jennison Associates
New York
$1.34M -$1.52M -5,557 -53%
Prudential Financial
147
Prudential Financial
New Jersey
$1.34M +$1.08M +3,969 +426%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$1.33M +$87.1K +319 +7%
JIC
149
Johnson Investment Counsel
Ohio
$1.3M -$28.7K -105 -2%
MCA
150
Martin Capital Advisors
Texas
$1.29M +$9.56K +35 +0.7%
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