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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
Bank of America
Bank of America
North Carolina
$505M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$130M
5
SI
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
Select Equity Group
New York
$855M
4
Prudential Financial
Prudential Financial
New Jersey
$206K
5
RP
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$510K +$65.2K +297 +15%
Canada Life
177
Canada Life
Manitoba, Canada
$496K -$360K -1,660 -42%
IMRF
178
Illinois Municipal Retirement Fund
Illinois
$492K – – –
PA
179
Planning Alternatives
Michigan
$492K – – –
BA
180
Bridgewater Associates
Connecticut
$491K +$111K +513 +29%
VAS
181
Vestmark Advisory Solutions
Massachusetts
$486K +$39.4K +182 +9%
Marshall Wace
182
Marshall Wace
United Kingdom
$480K +$77.8K +359 +19%
Walleye Capital
183
Walleye Capital
New York
$467K +$467K +2,157 New
PP
184
PDT Partners
New York
$455K +$455K +2,103 New
DI
185
DFPG Investments
Utah
$446K +$446K +1,872 New
Truist Financial
186
Truist Financial
North Carolina
$444K -$95.1K -439 -18%
Creative Planning
187
Creative Planning
Kansas
$440K +$13.9K +64 +3%
ECM
188
ExodusPoint Capital Management
New York
$438K -$359K -1,655 -45%
HIM
189
Hanlon Investment Management
New Jersey
$433K – – –
SSA
190
Schonfeld Strategic Advisors
New York
$418K +$135K +625 +48%
ProShare Advisors
191
ProShare Advisors
Maryland
$415K +$50K +231 +14%
MSRPS
192
Maryland State Retirement & Pension System
Maryland
$415K +$415K +1,914 New
PHS
193
Pekin Hardy Strauss
Illinois
$406K +$217 +1 +0.1%
SAMC
194
Spectrum Asset Management (California)
California
$390K – – –
LPL Financial
195
LPL Financial
California
$383K +$31.4K +145 +9%
AWAU
196
Alliance Wealth Advisors (Utah)
Utah
$374K +$374K +1,728 New
Baird Financial Group
197
Baird Financial Group
Wisconsin
$365K +$62K +286 +20%
XT
198
XTX Topco
Cayman Islands
$363K +$363K +1,674 New
FC
199
FORA Capital
Florida
$352K +$352K +1,627 New
Nisa Investment Advisors
200
Nisa Investment Advisors
Missouri
$341K -$150K -693 -31%
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