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Morningstar

243 hedge funds and large institutions have $2.88B invested in Morningstar in 2019 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 92 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
243
Holders Change
+10
Holders Change %
+4.29%
% of All Funds
5.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
92
Reduced
70
Closed
21
Calls
$3.13M
Puts
$2.02M
Net Calls
+$1.11M
Net Calls Change
-$740K
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$220K +$2.63K +18 +1%
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
$219K
HCM
178
Hollencrest Capital Management
California
$216K
OAM
179
Oppenheimer Asset Management
New York
$213K -$11.5K -79 -5%
PIA
180
Piedmont Investment Advisors
North Carolina
$212K +$4.83K +33 +2%
SMFS
181
Squar Milner Financial Services
California
$212K +$208K +1,297 +5,895%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$211K +$15.8K +108 +8%
Comerica Bank
183
Comerica Bank
Texas
$205K -$20.7K -142 -9%
VF
184
Virtu Financial
New York
$202K +$202K +1,379 New
TAM
185
Tiverton Asset Management
Delaware
$196K -$216K -1,473 -52%
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$183K
Zurich Cantonal Bank
187
Zurich Cantonal Bank
Switzerland
$164K
SG Americas Securities
188
SG Americas Securities
New York
$162K +$27.7K +190 +21%
Twin Tree Management
189
Twin Tree Management
Texas
$148K +$148K +1,015 New
Macquarie Group
190
Macquarie Group
Australia
$146K +$146K +1,000 New
NFG
191
Next Financial Group
Texas
$142K +$138K +944 +3,496%
First Manhattan
192
First Manhattan
New York
$138K
HNB
193
Huntington National Bank
Ohio
$135K -$20K -137 -13%
PHK
194
Point72 Hong Kong
Hong Kong
$122K +$61.3K +421 +101%
FHA
195
Flagship Harbor Advisors
Massachusetts
$116K -$2.47K -17 -2%
Marshall Wace
196
Marshall Wace
United Kingdom
$92K -$10.9M -74,091 -99%
CCM
197
Covington Capital Management
California
$78K
AIG
198
American International Group
New York
$70K
S
199
SignatureFD
Georgia
$59K +$18.8K +129 +47%
Fifth Third Bancorp
200
Fifth Third Bancorp
Ohio
$58K