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Morningstar

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
Name Holding Trade Value Shares
Change
Shares
Change %
BTWM
151
Baker Tilly Wealth Management
Wisconsin
$1.01M -$17.9K -74 -2%
VI
152
Versor Investments
New York
$1.01M -$71.4K -295 -7%
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$999K -$179K -741 -15%
V
154
Veritable
Delaware
$998K +$56.1K +232 +6%
ACMA
155
Arbor Capital Management (Alaska)
Alaska
$971K -$7.26K -30 -0.7%
BCIM
156
Black Creek Investment Management
Ontario, Canada
$967K
BWM
157
BCGM Wealth Management
Indiana
$932K +$12K +47 +1%
Ensign Peak Advisors
158
Ensign Peak Advisors
Utah
$907K +$791K +3,270 +681%
JPMPWA
159
J.P. Morgan Private Wealth Advisors
California
$902K +$508K +2,103 +129%
TCM
160
Twin Capital Management
Pennsylvania
$852K
Mawer Investment Management
161
Mawer Investment Management
Alberta, Canada
$797K -$210K -870 -21%
AAS
162
Avantax Advisory Services
Texas
$790K -$4.84K -20 -0.6%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$783K +$23.9K +99 +3%
BFS
164
Bradley Foster & Sargent
Connecticut
$731K
Truist Financial
165
Truist Financial
North Carolina
$727K +$7.98K +33 +1%
HSBC Holdings
166
HSBC Holdings
United Kingdom
$725K -$884K -3,633 -55%
CSS
167
Cubist Systematic Strategies
Connecticut
$725K -$183K -755 -20%
BA
168
Bridgewater Associates
Connecticut
$721K +$126K +522 +21%
AWP
169
Accretive Wealth Partners
New Jersey
$714K -$32.9K -136 -4%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$687K
RC
171
RegentAtlantic Capital
New Jersey
$685K +$42.8K +177 +7%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$674K
Jennison Associates
173
Jennison Associates
New York
$671K -$515K -2,129 -43%
X
174
Xponance
Pennsylvania
$640K +$59K +244 +10%
PWS
175
Precision Wealth Strategies
Missouri
$603K +$45.5K +200 +8%