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Morningstar

249 hedge funds and large institutions have $2.93B invested in Morningstar in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 82 increasing their positions, 84 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
249
Holders Change
+27
Holders Change %
+12.16%
% of All Funds
5.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
52
Increased
82
Reduced
84
Closed
22
Calls
$1.42M
Puts
$846K
Net Calls
+$578K
Net Calls Change
-$385K
Name Holding Trade Value Shares
Change
Shares
Change %
First Manhattan
201
First Manhattan
New York
$134K
Macquarie Group
202
Macquarie Group
Australia
$122K +$61K +433 +100%
FHA
203
Flagship Harbor Advisors
Massachusetts
$102K -$10.1K -72 -9%
S
204
SignatureFD
Georgia
$87K +$34.2K +243 +65%
FC
205
FORA Capital
Florida
$80K +$80K +570 New
HNB
206
Huntington National Bank
Ohio
$76K -$2.25K -16 -3%
AIG
207
American International Group
New York
$76K +$13.3K +95 +21%
CCM
208
Covington Capital Management
California
$68K
CTC
209
Central Trust Company
Missouri
$66K -$9.83K -70 -13%
Simplex Trading
210
Simplex Trading
Illinois
$65K +$6.19K +44 +11%
Twin Tree Management
211
Twin Tree Management
Texas
$52K -$24.8K -175 -32%
CCA
212
Column Capital Advisors
Indiana
$50K
CFGS
213
Concourse Financial Group Securities
Alabama
$48K +$8.35K +59 +21%
NSIM
214
North Star Investment Management
Illinois
$46K
TSW
215
Thompson Siegel & Walmsley
Virginia
$42K
VCM
216
Versant Capital Management
Arizona
$28K
Fuller & Thaler Asset Management
217
Fuller & Thaler Asset Management
California
$27K
BFEC
218
Benjamin F. Edwards & Company
Missouri
$26K -$1.71K -12 -6%
TRCT
219
Tower Research Capital (TRC)
New York
$17K -$48.3K -352 -74%
SFS
220
Sowell Financial Services
Arkansas
$14K
SQA
221
Simon Quick Advisors
New Jersey
$14K +$14K +99 New
AF
222
Advisornet Financial
Minnesota
$13K
FHA
223
First Horizon Advisors
Tennessee
$13K
CMA
224
Cedar Mountain Advisors
Oregon
$11K
AF
225
Allworth Financial
California
$10K