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Morningstar

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
FT
176
Fiduciary Trust
Massachusetts
$593K +$53.2K +220 +10%
VPIM
177
Vanguard Personalized Indexing Management
California
$582K -$96.9K -401 -14%
IMRF
178
Illinois Municipal Retirement Fund
Illinois
$549K -$219K -906 -29%
PA
179
Planning Alternatives
Michigan
$549K +$549K +2,270 New
MML Investors Services
180
MML Investors Services
Massachusetts
$544K +$262K +1,086 +93%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$496K +$47.9K +198 +11%
NA
182
Navellier & Associates
Nevada
$484K
HIM
183
Hanlon Investment Management
New Jersey
$484K
SAM
184
Shell Asset Management
Netherlands
$482K +$726 +3 +0.2%
MAM
185
Martingale Asset Management
Massachusetts
$478K
LPL Financial
186
LPL Financial
California
$474K -$10.2K -42 -2%
ACM
187
AlphaCrest Capital Management
New York
$469K +$92.8K +384 +25%
Canada Life
188
Canada Life
Manitoba, Canada
$467K +$15.2K +63 +3%
MSRPS
189
Maryland State Retirement & Pension System
Maryland
$463K +$45.2K +187 +11%
SAMC
190
Spectrum Asset Management (California)
California
$436K
PHS
191
Pekin Hardy Strauss
Illinois
$435K +$16.4K +68 +4%
Commonwealth Equity Services
192
Commonwealth Equity Services
Massachusetts
$420K +$137K +566 +48%
Creative Planning
193
Creative Planning
Kansas
$408K +$46.9K +194 +13%
ProShare Advisors
194
ProShare Advisors
Maryland
$402K -$85.3K -353 -18%
VAS
195
Vestmark Advisory Solutions
Massachusetts
$399K -$18.6K -77 -4%
CIBC Asset Management
196
CIBC Asset Management
Ontario, Canada
$396K -$28.8K -119 -7%
MFS
197
Mirabella Financial Services
United Kingdom
$395K +$395K +1,634 New
CIBC Private Wealth Group
198
CIBC Private Wealth Group
Georgia
$386K -$4.36K -18 -1%
PAMS
199
Pictet Asset Management (Switzerland)
Switzerland
$370K
PA
200
Procyon Advisors
Connecticut
$370K +$1.45K +6 +0.4%