MORN icon

Morningstar

307 hedge funds and large institutions have $4.83B invested in Morningstar in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 39 closing their positions.

Holders
307
Holders Change
+7
Holders Change %
+2.33%
% of All Funds
5.41%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
47
Increased
99
Reduced
106
Closed
39
Calls
$8.21M
Puts
$7.11M
Net Calls
+$1.1M
Net Calls Change
+$1.89M
Name Market Value Shares Shares
Change
Shares
Change %
CS
201
Cannell & Spears
New York
$361K 1,606 -376 -19%
CIBC Asset Management
202
CIBC Asset Management
Ontario, Canada
$359K 1,596 +45 +3%
Assenagon Asset Management
203
Assenagon Asset Management
Luxembourg
$354K 1,571
PA
204
Parallel Advisors
California
$349K 1,551 +3 +0.2%
SEC
205
Seven Eight Capital
New York
$347K 1,500
Creative Planning
206
Creative Planning
Kansas
$338K 1,501 +107 +8%
COI
207
Connable Office Inc
Michigan
$331K 1,470
PTC
208
Private Trust Company
Ohio
$331K 1,472 +1,472 New
MA
209
Montag & Associates
Georgia
$324K 1,440
RJA
210
Raymond James & Associates
Florida
$323K 1,435 +246 +21%
JPMPWA
211
J.P. Morgan Private Wealth Advisors
California
$320K 1,423 -161 -10%
NA
212
Navellier & Associates
Nevada
$314K 1,394
CAM
213
Cresset Asset Management
Illinois
$313K 1,391 -560 -29%
MLICM
214
Metropolitan Life Insurance Company (MetLife)
New York
$313K 1,390 -56 -4%
Wolverine Trading
215
Wolverine Trading
Illinois
$305K 1,343 +1,343 New
HPC
216
HM Payson & Co
Maine
$304K 1,350
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$298K 1,327 +4 +0.3%
CIBC Private Wealth Group
218
CIBC Private Wealth Group
Georgia
$293K 1,304
VPIM
219
Vanguard Personalized Indexing Management
California
$288K 1,279 +211 +20%
Jane Street
220
Jane Street
New York
$286K 1,271 +1,271 New
HSA
221
HBK Sorce Advisory
Pennsylvania
$273K 1,212 +3 +0.2%
Ensign Peak Advisors
222
Ensign Peak Advisors
Utah
$262K 1,165 -5,558 -83%
XT
223
XTX Topco
Cayman Islands
$262K 1,163 +1,163 New
CICI
224
Capital Investment Counsel Inc
North Carolina
$259K 1,150 -100 -8%
PA
225
Procyon Advisors
Connecticut
$255K 1,132 -229 -17%