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Morningstar

300 hedge funds and large institutions have $4.84B invested in Morningstar in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 111 increasing their positions, 103 reducing their positions, and 46 closing their positions.

Holders
300
Holders Change
-17
Holders Change %
-5.36%
% of All Funds
4.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
111
Reduced
103
Closed
46
Calls
$934K
Puts
$2.6M
Net Calls
-$1.66M
Net Calls Change
-$408K
Name Market Value Shares Shares
Change
Shares
Change %
Royal Bank of Canada
151
Royal Bank of Canada
Ontario, Canada
$740K 3,648 +454 +14%
BWM
152
BCGM Wealth Management
Indiana
$721K 3,553 +79 +2%
CCA
153
Covey Capital Advisors
Georgia
$698K 3,439 +413 +14%
X
154
Xponance
Pennsylvania
$638K 3,141 +21 +0.7%
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$636K 3,131 -505 -14%
PI
156
PEAK6 Investments
Illinois
$633K 3,118 +2,428 +352%
VanEck Associates
157
VanEck Associates
New York
$628K 3,091 +2,285 +283%
AWP
158
Accretive Wealth Partners
New Jersey
$624K 3,075 +146 +5%
Handelsbanken Fonder
159
Handelsbanken Fonder
Sweden
$624K 3,072
BFS
160
Bradley Foster & Sargent
Connecticut
$613K 3,021
PAMS
161
Pictet Asset Management (Switzerland)
Switzerland
$612K 3,013
Cerity Partners
162
Cerity Partners
New York
$611K 3,009 -46 -2%
V
163
Veritable
Delaware
$609K 2,999 -677 -18%
ESCM
164
Echo Street Capital Management
New York
$609K 2,999 -378 -11%
LA
165
Legacy Advisors
Pennsylvania
$586K 2,887 +226 +8%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$575K 2,832 -30 -1%
Public Employees Retirement Association of Colorado
167
Public Employees Retirement Association of Colorado
Colorado
$566K 2,787
SQA
168
Simon Quick Advisors
New Jersey
$566K 2,786 +1,462 +110%
DA
169
Duality Advisers
Florida
$528K 2,601 -2,469 -49%
LPL Financial
170
LPL Financial
California
$528K 2,599 +831 +47%
IIM
171
INTECH Investment Management
Florida
$520K 2,560 -1,475 -37%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$506K 2,493 +251 +11%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$505K 2,486 +165 +7%
IMRF
174
Illinois Municipal Retirement Fund
Illinois
$461K 2,271
PA
175
Planning Alternatives
Michigan
$461K 2,270