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Morningstar
MORN

Overview Fund Activity

312 hedge funds and large institutions have $4.97B invested in Morningstar in 2022 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 107 increasing their positions, 116 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
312
Holders Change
-10
Holders Change %
-3.11%
% of All Funds
5.4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
32
Increased
107
Reduced
116
Closed
41
Calls
$4.5M
Puts
$19.2M
Net Calls
-$14.7M
Net Calls Change
+$9.06M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$87.5M
2
Bank of America
2
Bank of America
North Carolina
$449M
3
BCM
3
Bridgeway Capital Management
Texas
$7.48M
4
Man Group
4
Man Group
United Kingdom
$7.11M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$518M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$127M
2
Select Equity Group
2
Select Equity Group
New York
$850M
3
PG
3
Pendal Group
Australia
$74.5M
4
ESCM
4
Echo Street Capital Management
New York
$0
5
WA
5
Wasatch Advisors
Utah
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
176
Precision Wealth Strategies
Missouri
$536K -$32.9K -153 -6%
QT
177
Quantbot Technologies
New York
$532K +$502K +2,365 +1,654%
FT
178
Fiduciary Trust
Massachusetts
$531K +$10.6K +50 +2%
Truist Financial
179
Truist Financial
North Carolina
$529K -$109K -515 -17%
ACM
180
Aquatic Capital Management
Illinois
$510K +$425K +2,000 +500%
MML Investors Services
181
MML Investors Services
Massachusetts
$497K +$18.7K +88 +4%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$493K +$161K +742 +49%
IMRF
183
Illinois Municipal Retirement Fund
Illinois
$482K – – –
PA
184
Planning Alternatives
Michigan
$482K – – –
CSS
185
Cubist Systematic Strategies
Connecticut
$465K -$171K -805 -27%
VAS
186
Vestmark Advisory Solutions
Massachusetts
$437K +$87.2K +411 +25%
HIM
187
Hanlon Investment Management
New Jersey
$425K – – –
NA
188
Navellier & Associates
Nevada
$421K -$3.82K -18 -0.9%
Creative Planning
189
Creative Planning
Kansas
$418K +$59.1K +278 +16%
YIH
190
Y-Intercept (HK)
Hong Kong
$410K +$410K +1,929 New
Jennison Associates
191
Jennison Associates
New York
$401K -$188K -884 -32%
PHS
192
Pekin Hardy Strauss
Illinois
$398K +$16.1K +76 +4%
Marshall Wace
193
Marshall Wace
United Kingdom
$395K +$395K +1,859 New
VPIM
194
Vanguard Personalized Indexing Management
California
$391K -$120K -566 -24%
LA
195
Legacy Advisors
Pennsylvania
$388K +$94.9K +447 +32%
SAMC
196
Spectrum Asset Management (California)
California
$382K – – –
BA
197
Bridgewater Associates
Connecticut
$373K -$260K -1,226 -41%
PAMS
198
Pictet Asset Management (Switzerland)
Switzerland
$359K +$34.4K +162 +11%
ProShare Advisors
199
ProShare Advisors
Maryland
$357K +$4.03K +19 +1%
CIBC Asset Management
200
CIBC Asset Management
Ontario, Canada
$348K – – –
6 7
8
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