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Morningstar

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M
Name Market Value Shares Shares
Change
Shares
Change %
BWM
176
BCGM Wealth Management
Indiana
$549K 2,330 +451 +24%
TCM
177
Tuttle Capital Management
Connecticut
$537K 2,387 +2,387 New
DTL
178
Dynamic Technology Lab
Singapore
$521K 2,316 +2,316 New
Bank of Nova Scotia
179
Bank of Nova Scotia
Ontario, Canada
$503K 2,234 -24,069 -92%
PAM
180
Panagora Asset Management
Massachusetts
$478K 2,122
MAM
181
Martingale Asset Management
Massachusetts
$474K 2,103 -1,461 -41%
IMRF
182
Illinois Municipal Retirement Fund
Illinois
$457K 2,029
HIM
183
Hanlon Investment Management
New Jersey
$450K 2,000
WF
184
Welch & Forbes
Massachusetts
$448K 1,988 -350 -15%
MSL
185
Mackay Shields LLC
New York
$440K 1,955 -227 -10%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$439K 1,952 -55 -3%
X
187
Xponance
Pennsylvania
$435K 1,933 +28 +1%
Janney Montgomery Scott
188
Janney Montgomery Scott
Pennsylvania
$434K 1,929 +139 +8%
TF
189
Trek Financial
Arizona
$432K 1,918 +559 +41%
PHS
190
Pekin Hardy Strauss
Illinois
$425K 1,889 +1 +0.1%
Canada Life
191
Canada Life
Manitoba, Canada
$422K 1,897 -7 -0.4%
SAMC
192
Spectrum Asset Management (California)
California
$405K 1,800
ProShare Advisors
193
ProShare Advisors
Maryland
$399K 1,773 +330 +23%
GTCM
194
Gyon Technologies Capital Management
New Jersey
$395K 1,756 +1,756 New
Los Angeles Capital Management
195
Los Angeles Capital Management
California
$394K 1,750
TI
196
Trexquant Investment
Connecticut
$389K 1,727 +636 +58%
MSRPS
197
Maryland State Retirement & Pension System
Maryland
$389K 1,727 +1,727 New
PAMU
198
Pictet Asset Management (UK)
United Kingdom
$383K 1,700 -500 -23%
PWS
199
Precision Wealth Strategies
Missouri
$371K 1,647 +395 +32%
GAM
200
Gotham Asset Management
New York
$371K 1,647 +1,647 New