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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 %
OSIA
151
O'Shares Investment Advisers
Massachusetts
$1.23M +$65.6K +240 +6%
VI
152
Versor Investments
New York
$1.22M +$757K +2,770 +163%
Osaic Holdings
153
Osaic Holdings
Arizona
$1.19M +$102K +373 +9%
Handelsbanken Fonder
154
Handelsbanken Fonder
Sweden
$1.17M – – –
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$1.17M +$41.8K +153 +4%
LP
156
LMR Partners
United Kingdom
$1.16M -$23.5M -86,164 -95%
Fiera Capital (Canada)
157
Fiera Capital (Canada)
Quebec, Canada
$1.15M +$63.4K +232 +6%
URS
158
Utah Retirement Systems
Utah
$1.14M – – –
Mawer Investment Management
159
Mawer Investment Management
Alberta, Canada
$1.14M -$14.9M -54,605 -93%
BCIM
160
Black Creek Investment Management
Ontario, Canada
$1.09M – – –
ACMA
161
Arbor Capital Management (Alaska)
Alaska
$1.09M -$478K -1,773 -30%
V
162
Veritable
Delaware
$1.06M +$41.2K +151 +4%
CSS
163
Cubist Systematic Strategies
Connecticut
$1.03M +$955K +3,496 +1,366%
TCM
164
Twin Capital Management
Pennsylvania
$963K -$5.47K -20 -0.6%
DTL
165
Dynamic Technology Lab
Singapore
$962K +$962K +3,520 New
BWM
166
BCGM Wealth Management
Indiana
$912K +$91.2K +360 +11%
AAS
167
Avantax Advisory Services
Texas
$899K -$17.2K -63 -2%
IMRF
168
Illinois Municipal Retirement Fund
Illinois
$868K – – –
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$858K +$13.1K +48 +2%
Jane Street
170
Jane Street
New York
$851K +$851K +3,117 New
AWP
171
Accretive Wealth Partners
New Jersey
$843K +$22.1K +81 +3%
BFS
172
Bradley Foster & Sargent
Connecticut
$825K – – –
Truist Financial
173
Truist Financial
North Carolina
$812K -$493K -1,806 -38%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$809K +$144K +516 +22%
VPIM
175
Vanguard Personalized Indexing Management
California
$767K +$268K +983 +54%
5 6
7
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