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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$761K – – –
RC
177
RegentAtlantic Capital
New Jersey
$726K +$38.3K +140 +6%
OTL
178
Oak Thistle LLC
New York
$703K +$703K +2,573 New
PI
179
PEAK6 Investments
Illinois
$700K +$506K +1,853 +261%
BA
180
Bridgewater Associates
Connecticut
$672K +$672K +2,460 New
PWS
181
Precision Wealth Strategies
Missouri
$669K -$66.7K -244 -9%
X
182
Xponance
Pennsylvania
$657K -$4.92K -18 -0.7%
TF
183
Trek Financial
Arizona
$651K +$160K +585 +33%
Citadel Advisors
184
Citadel Advisors
Florida
$626K +$29K +106 +5%
FT
185
Fiduciary Trust
Massachusetts
$609K – – –
Bank of Montreal
186
Bank of Montreal
Ontario, Canada
$577K -$10.6K -38 -2%
Wellington Management Group
187
Wellington Management Group
Massachusetts
$571K +$571K +2,090 New
RJA
188
Raymond James & Associates
Florida
$559K -$72.1K -264 -11%
ProShare Advisors
189
ProShare Advisors
Maryland
$551K -$6.01K -22 -1%
LPL Financial
190
LPL Financial
California
$547K -$139K -509 -20%
NA
191
Navellier & Associates
Nevada
$547K -$115K -420 -17%
HIM
192
Hanlon Investment Management
New Jersey
$546K – – –
SAM
193
Shell Asset Management
Netherlands
$543K -$4.37K -16 -0.8%
MAM
194
Martingale Asset Management
Massachusetts
$540K -$274 -1 -0.1%
Canada Life
195
Canada Life
Manitoba, Canada
$540K +$23.1K +80 +4%
Walleye Capital
196
Walleye Capital
New York
$519K +$142K +521 +38%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$506K -$8.2K -30 -2%
SAMC
198
Spectrum Asset Management (California)
California
$492K – – –
QT
199
Quantbot Technologies
New York
$491K +$491K +1,798 New
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$480K – – –
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8
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