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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
Bank of America
Bank of America
North Carolina
$505M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$130M
5
SI
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
Select Equity Group
New York
$855M
4
Prudential Financial
Prudential Financial
New Jersey
$206K
5
RP
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$1.26M +$105K +483 +9%
LTAS
127
Linden Thomas Advisory Services
North Carolina
$1.23M +$1.23M +5,669 New
Mawer Investment Management
128
Mawer Investment Management
Alberta, Canada
$1.23M +$221K +1,020 +22%
AB
129
Amalgamated Bank
New York
$1.21M +$10.2K +47 +0.8%
LIP
130
Lighthouse Investment Partners
Florida
$1.2M +$1.2M +5,526 New
AIMCA
131
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.15M -$3.17M -14,621 -73%
DA
132
Duality Advisers
Florida
$1.1M -$533K -2,462 -33%
SC
133
Sepio Capital
Utah
$1.1M -$16.5K -76 -1%
BCIM
134
Black Creek Investment Management
Ontario, Canada
$1.08M – – –
CWM
135
CIBC World Markets
New York
$1.08M +$1.08M +5,000 New
JPMPWA
136
J.P. Morgan Private Wealth Advisors
California
$1.07M +$112K +515 +12%
YMRC
137
Yorktown Management & Research Company
Virginia
$1.02M – – –
JIC
138
Johnson Investment Counsel
Ohio
$976K -$31.4K -145 -3%
Citigroup
139
Citigroup
New York
$969K +$35.1K +162 +4%
MCA
140
Martin Capital Advisors
Texas
$961K +$98.5K +455 +11%
URS
141
Utah Retirement Systems
Utah
$950K – – –
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
$942K -$1.42M -6,564 -60%
Osaic Holdings
143
Osaic Holdings
Arizona
$877K -$117K -541 -12%
IIM
144
INTECH Investment Management
Florida
$874K – – –
ACMA
145
Arbor Capital Management (Alaska)
Alaska
$817K -$68K -313 -8%
Zurich Cantonal Bank
146
Zurich Cantonal Bank
Switzerland
$816K +$114K +528 +16%
First Trust Advisors
147
First Trust Advisors
Illinois
$810K -$2.09M -9,651 -72%
V
148
Veritable
Delaware
$796K -$45.9K -212 -5%
AAS
149
Avantax Advisory Services
Texas
$795K +$14.1K +65 +2%
BTWM
150
Baker Tilly Wealth Management
Wisconsin
$788K -$44.8K -207 -5%
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