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Morningstar

323 hedge funds and large institutions have $6.17B invested in Morningstar in 2023 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 101 increasing their positions, 94 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+30
Holders Change %
+10.24%
% of All Funds
5.15%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
69
Increased
101
Reduced
94
Closed
37
Calls
$12.2M
Puts
$17.5M
Net Calls
-$5.34M
Net Calls Change
-$9.77M
Name Holding Trade Value Shares
Change
Shares
Change %
SQA
176
Simon Quick Advisors
New Jersey
$776K +$206K +880 +36%
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$774K -$183K -780 -19%
Janney Montgomery Scott
178
Janney Montgomery Scott
Pennsylvania
$772K -$9.61K -41 -1%
LA
179
Legacy Advisors
Pennsylvania
$747K +$37K +158 +5%
BOS
180
Bank of Stockton
California
$703K -$485K -1,954 -41%
AAS
181
Avantax Advisory Services
Texas
$662K -$330K -1,408 -33%
Public Employees Retirement Association of Colorado
182
Public Employees Retirement Association of Colorado
Colorado
$653K
Pictet Asset Management
183
Pictet Asset Management
Switzerland
$645K +$645K +2,752 New
QCM
184
Quantinno Capital Management
New York
$630K +$223K +953 +55%
UBS Group
185
UBS Group
Switzerland
$620K -$1.49M -6,340 -71%
PI
186
PEAK6 Investments
Illinois
$617K +$617K +2,635 New
PFO
187
Pathstone Family Office
New Jersey
$600K +$600K +2,561 New
BFS
188
Bradley Foster & Sargent
Connecticut
$592K
WJWM
189
Williams Jones Wealth Management
New York
$586K +$152K +650 +35%
AWAU
190
Alliance Wealth Advisors (Utah)
Utah
$583K +$3.05K +13 +0.5%
Creative Planning
191
Creative Planning
Kansas
$569K +$16.2K +69 +3%
BNP Paribas Financial Markets
192
BNP Paribas Financial Markets
France
$546K +$57.9K +247 +12%
PP
193
PDT Partners
New York
$541K -$1.87K -8 -0.3%
PA
194
Procyon Advisors
Connecticut
$528K +$38.9K +166 +8%
Pacer Advisors
195
Pacer Advisors
Pennsylvania
$519K +$519K +2,217 New
PA
196
Planning Alternatives
Michigan
$517K
SAM
197
Securian Asset Management
Minnesota
$516K +$516K +2,204 New
SWS
198
SYSTM Wealth Solutions
Illinois
$505K
GIA
199
Gateway Investment Advisers
Ohio
$498K +$498K +2,128 New
CGH
200
Crossmark Global Holdings
Texas
$493K +$493K +2,089 New