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Morningstar

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Shares
Change %
BCIM
151
Black Creek Investment Management
Ontario, Canada
$1.26M -$375K -1,600 -23%
Citigroup
152
Citigroup
New York
$1.24M -$150K -642 -11%
COPPSERS
153
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.23M +$1.23M +5,269 New
NMERB
154
New Mexico Educational Retirement Board
New Mexico
$1.22M +$1.22M +5,200 New
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$1.19M +$152K +650 +15%
BSW
156
Buckingham Strategic Wealth
Missouri
$1.18M -$283K -1,207 -19%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$1.17M +$504K +2,014 +76%
Osaic Holdings
158
Osaic Holdings
Arizona
$1.16M +$294K +1,253 +34%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$1.05M +$731K +3,121 +232%
URS
160
Utah Retirement Systems
Utah
$1.04M +$23.4K +100 +2%
JIC
161
Johnson Investment Counsel
Ohio
$1.04M
MCA
162
Martin Capital Advisors
Texas
$1M +$46.8K +200 +5%
BWM
163
BCGM Wealth Management
Indiana
$992K +$75.7K +323 +8%
PWG
164
Portside Wealth Group
Utah
$982K -$40.3K -172 -4%
Teacher Retirement System of Texas
165
Teacher Retirement System of Texas
Texas
$956K +$94.1K +402 +11%
JPMPWA
166
J.P. Morgan Private Wealth Advisors
California
$875K -$33K -141 -4%
MML Investors Services
167
MML Investors Services
Massachusetts
$867K +$124K +528 +17%
NG
168
Norden Group
Utah
$863K +$863K +3,683 New
LAS
169
Lloyd Advisory Services
Georgia
$863K +$863K +3,683 New
ASN
170
Advisory Services Network
Georgia
$852K -$27.4K -117 -3%
Federated Hermes
171
Federated Hermes
Pennsylvania
$830K +$830K +3,542 New
IEFM
172
IQ EQ Fund Management
Ireland
$827K -$505K -2,155 -38%
CCA
173
Covey Capital Advisors
Georgia
$806K
Handelsbanken Fonder
174
Handelsbanken Fonder
Sweden
$790K
AWP
175
Accretive Wealth Partners
New Jersey
$778K +$16.2K +69 +2%