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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.

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

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$12.4M
2
WA
Wasatch Advisors
Utah
$169M
3
ECM
Engle Capital Management
Connecticut
$0
4
First Trust Advisors
First Trust Advisors
Illinois
$3.31M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
126
Bank of Stockton
California
$1.6M -$48.4K -200 -3%
JF
127
Jump Financial
Illinois
$1.55M +$1.55M +6,422 New
ACM
128
Ashford Capital Management
Delaware
$1.54M -$1.45K -6 -0.1%
ELI
129
Empire Life Investments
Ontario, Canada
$1.53M +$49.8K +206 +3%
GPGA
130
Grandeur Peak Global Advisors
Utah
$1.52M +$283K +1,171 +23%
IEFM
131
IQ EQ Fund Management
Ireland
$1.52M – – –
BSW
132
Buckingham Strategic Wealth
Missouri
$1.51M – – –
RAM
133
Redmond Asset Management
Virginia
$1.5M -$11.6K -48 -0.8%
MWA
134
Motive Wealth Advisors
Michigan
$1.48M +$89.2K +369 +6%
AB
135
Amalgamated Bank
New York
$1.42M +$13.5K +56 +1%
DTL
136
Dynamic Technology Lab
Singapore
$1.3M +$445K +1,840 +52%
ASN
137
Advisory Services Network
Georgia
$1.27M -$4.12K -17 -0.3%
FIM
138
Freedom Investment Management
Connecticut
$1.25M -$193K -800 -13%
SC
139
Sepio Capital
Utah
$1.24M -$15K -62 -1%
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$1.19M -$1.08M -4,462 -48%
CCA
141
Covey Capital Advisors
Georgia
$1.17M -$63.8K -264 -5%
AA
142
ALPS Advisors
Colorado
$1.15M +$1.15M +4,742 New
MCA
143
Martin Capital Advisors
Texas
$1.15M – – –
YMRC
144
Yorktown Management & Research Company
Virginia
$1.14M -$435K -1,800 -28%
JIC
145
Johnson Investment Counsel
Ohio
$1.12M -$32.9K -136 -3%
Osaic Holdings
146
Osaic Holdings
Arizona
$1.07M +$15.9K +66 +2%
AG
147
Algert Global
California
$1.07M -$1.28M -5,290 -54%
URS
148
Utah Retirement Systems
Utah
$1.06M +$48.3K +200 +5%
Fiera Capital (Canada)
149
Fiera Capital (Canada)
Quebec, Canada
$1.04M +$16.9K +70 +2%
Handelsbanken Fonder
150
Handelsbanken Fonder
Sweden
$1.03M – – –
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