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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 %
Man Group
151
Man Group
United Kingdom
$237K -$202K -1,740 -46%
PHS
152
Pekin Hardy Strauss
Illinois
$237K -$58K -498 -20%
SLG
153
Stanley-Laman Group
Pennsylvania
$236K +$236K +2,027 New
HPC
154
HM Payson & Co
Maine
$233K -$5.83K -50 -2%
HIM
155
Hanlon Investment Management
New Jersey
$232K
Voloridge Investment Management
156
Voloridge Investment Management
Florida
$214K +$10.9K +94 +5%
SAMC
157
Spectrum Asset Management (California)
California
$209K
Comerica Bank
158
Comerica Bank
Texas
$208K -$977 -7 -0.5%
MML Investors Services
159
MML Investors Services
Massachusetts
$204K +$349 +3 +0.2%
AL
160
AJO LP
Pennsylvania
$199K +$199K +1,718 New
DekaBank Deutsche Girozentrale
161
DekaBank Deutsche Girozentrale
Germany
$191K +$107K +900 +129%
Canada Life
162
Canada Life
Manitoba, Canada
$176K +$5.39K +46 +3%
MLICM
163
Metropolitan Life Insurance Company (MetLife)
New York
$160K -$5K -43 -3%
OAM
164
Oppenheimer Asset Management
New York
$155K -$11.1K -95 -7%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$144K -$116 -1 -0.1%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$143K
PA
167
Procyon Advisors
Connecticut
$138K -$1.97K -17 -1%
SMFS
168
Squar Milner Financial Services
California
$115K +$15.8K +137 +16%
First Manhattan
169
First Manhattan
New York
$110K
AssetMark Inc
170
AssetMark Inc
California
$100K +$100K +864 New
FHA
171
Flagship Harbor Advisors
Massachusetts
$93K +$116 +1 +0.1%
HNB
172
Huntington National Bank
Ohio
$65K -$3.85K -33 -6%
CTC
173
Central Trust Company
Missouri
$63K -$76.7K -657 -55%
Twin Tree Management
174
Twin Tree Management
Texas
$63K +$8.95K +77 +17%
CCM
175
Covington Capital Management
California
$56K