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Morningstar

222 hedge funds and large institutions have $2.36B invested in Morningstar in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 85 increasing their positions, 77 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-17
Holders Change %
-7.11%
% of All Funds
4.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
29
Increased
85
Reduced
77
Closed
43
Calls
$1.48M
Puts
$513K
Net Calls
+$963K
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Shares
Change %
TRCT
176
Tower Research Capital (TRC)
New York
$55K +$54.8K +474 +23,700%
AIG
177
American International Group
New York
$52K -$1.63K -14 -3%
Macquarie Group
178
Macquarie Group
Australia
$50K -$65.5K -567 -57%
Simplex Trading
179
Simplex Trading
Illinois
$48K +$48K +418 New
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$47K
Barclays
181
Barclays
United Kingdom
$46K -$511K -4,443 -92%
DCM
182
Dupont Capital Management
Delaware
$46K +$46K +398 New
S
183
SignatureFD
Georgia
$44K +$468 +4 +1%
PA
184
Parallel Advisors
California
$44K +$26K +226 +145%
CCA
185
Column Capital Advisors
Indiana
$42K
II
186
Inspire Investing
Idaho
$39K +$39K +333 New
NSIM
187
North Star Investment Management
Illinois
$38K
PHK
188
Point72 Hong Kong
Hong Kong
$37K -$53K -457 -59%
TSW
189
Thompson Siegel & Walmsley
Virginia
$35K
CFGS
190
Concourse Financial Group Securities
Alabama
$33K +$2.36K +20 +8%
GAM
191
GQ Asset Management
New York
$31K +$31K +269 New
Fuller & Thaler Asset Management
192
Fuller & Thaler Asset Management
California
$23K
VCM
193
Versant Capital Management
Arizona
$23K +$578 +5 +3%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$23K +$11.7K +99 +103%
CIA
195
CSat Investment Advisory
Michigan
$15K +$2.86K +24 +24%
SFS
196
Sowell Financial Services
Arkansas
$12K
AF
197
Advisornet Financial
Minnesota
$11K
FHA
198
First Horizon Advisors
Tennessee
$11K +$579 +5 +6%
CMA
199
Cedar Mountain Advisors
Oregon
$9K
AF
200
Allworth Financial
California
$8K +$8K +68 New