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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.

New
Increased
Maintained
Reduced
Closed
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 %
SFI
126
Susquehanna Fundamental Investments
Pennsylvania
$1.4M +$1.4M +6,570 New
PCA
127
Pallas Capital Advisors
Massachusetts
$1.37M -$1.07M -4,683 -44%
ELI
128
Empire Life Investments
Ontario, Canada
$1.36M +$15.3K +72 +1%
UBS Group
129
UBS Group
Switzerland
$1.34M -$1.63M -7,664 -55%
BOS
130
Bank of Stockton
California
$1.32M -$77.5K -365 -6%
BSW
131
Buckingham Strategic Wealth
Missouri
$1.32M – – –
Deutsche Bank
132
Deutsche Bank
Germany
$1.31M -$264K -1,242 -17%
IEFM
133
IQ EQ Fund Management
Ireland
$1.28M -$51.2K -241 -4%
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$1.24M +$1.24M +5,859 New
AB
135
Amalgamated Bank
New York
$1.18M -$69.8K -329 -6%
FIM
136
Freedom Investment Management
Connecticut
$1.14M +$45.9K +216 +4%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$1.13M +$86.6K +408 +8%
SC
138
Sepio Capital
Utah
$1.09M -$849 -4 -0.1%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$1.08M +$706K +3,326 +191%
BCIM
140
Black Creek Investment Management
Ontario, Canada
$1.06M +$212K +1,000 +25%
CCA
141
Covey Capital Advisors
Georgia
$1.01M -$12.1K -57 -1%
YMRC
142
Yorktown Management & Research Company
Virginia
$998K – – –
JIC
143
Johnson Investment Counsel
Ohio
$988K +$6.37K +30 +0.6%
Mawer Investment Management
144
Mawer Investment Management
Alberta, Canada
$986K +$286K +1,345 +41%
Osaic Holdings
145
Osaic Holdings
Arizona
$976K +$34.7K +163 +4%
JPMPWA
146
J.P. Morgan Private Wealth Advisors
California
$942K +$150K +705 +19%
Ensign Peak Advisors
147
Ensign Peak Advisors
Utah
$941K +$144K +680 +18%
URS
148
Utah Retirement Systems
Utah
$931K – – –
Citigroup
149
Citigroup
New York
$915K -$1.71M -8,070 -65%
BWM
150
BCGM Wealth Management
Indiana
$914K +$65.6K +282 +8%
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6
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