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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 %
AA
151
ALPS Advisors
Colorado
$784K +$81K +374 +12%
ASN
152
Advisory Services Network
Georgia
$779K +$4.98K +23 +0.6%
UBS Group
153
UBS Group
Switzerland
$779K -$585K -2,699 -43%
Mackenzie Financial
154
Mackenzie Financial
Ontario, Canada
$774K +$774K +3,573 New
TCM
155
Twin Capital Management
Pennsylvania
$763K – – –
BWM
156
BCGM Wealth Management
Indiana
$752K -$98.8K -456 -12%
ESCM
157
Echo Street Capital Management
New York
$731K +$731K +3,377 New
ACM
158
Aquatic Capital Management
Illinois
$693K +$173K +800 +33%
Royal Bank of Canada
159
Royal Bank of Canada
Ontario, Canada
$692K +$52.2K +241 +8%
X
160
Xponance
Pennsylvania
$676K +$89.9K +415 +15%
Handelsbanken Fonder
161
Handelsbanken Fonder
Sweden
$665K – – –
Cerity Partners
162
Cerity Partners
New York
$662K -$917K -4,232 -58%
CCA
163
Covey Capital Advisors
Georgia
$655K -$377K -1,740 -37%
BFS
164
Bradley Foster & Sargent
Connecticut
$654K – – –
PAMS
165
Pictet Asset Management (Switzerland)
Switzerland
$653K +$286K +1,321 +78%
AWP
166
Accretive Wealth Partners
New Jersey
$634K +$15.8K +73 +3%
Jane Street
167
Jane Street
New York
$627K -$3.02M -13,953 -83%
Janney Montgomery Scott
168
Janney Montgomery Scott
Pennsylvania
$620K -$5.85K -27 -0.9%
Corient Private Wealth
169
Corient Private Wealth
Florida
$614K +$614K +2,833 New
FIM
170
Freedom Investment Management
Connecticut
$608K -$557K -2,570 -48%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$604K – – –
LA
172
Legacy Advisors
Pennsylvania
$576K +$181K +834 +46%
MML Investors Services
173
MML Investors Services
Massachusetts
$552K +$45.5K +210 +9%
PWS
174
Precision Wealth Strategies
Missouri
$531K -$9.53K -44 -2%
FT
175
Fiduciary Trust
Massachusetts
$520K -$21.7K -100 -4%
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