MORN icon

Morningstar

315 hedge funds and large institutions have $5.8B invested in Morningstar in 2021 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 116 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
315
Holders Change
+21
Holders Change %
+7.14%
% of All Funds
5.53%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
41
Increased
95
Reduced
116
Closed
17
Calls
$4.48M
Puts
$5.75M
Net Calls
-$1.27M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
CS
201
Cannell & Spears
New York
$416K
SAM
202
Shell Asset Management
Netherlands
$412K +$192K +741 +87%
PA
203
Parallel Advisors
California
$404K +$3.37K +13 +0.8%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$403K +$15.8K +61 +4%
PAMS
205
Pictet Asset Management (Switzerland)
Switzerland
$396K +$396K +1,530 New
KFA
206
Krane Funds Advisors
New York
$394K -$207K -799 -34%
PTC
207
Private Trust Company
Ohio
$381K
COI
208
Connable Office Inc
Michigan
$381K
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
$379K -$12.4K -48 -3%
GSC
210
Ground Swell Capital
South Carolina
$374K +$374K +1,443 New
CAM
211
Cresset Asset Management
Illinois
$369K +$3.1K +12 +0.8%
WF
212
Welch & Forbes
Massachusetts
$366K -$150K -576 -29%
Creative Planning
213
Creative Planning
Kansas
$364K +$3.11K +12 +0.9%
MA
214
Montag & Associates
Georgia
$363K -$10.4K -40 -3%
Assenagon Asset Management
215
Assenagon Asset Management
Luxembourg
$362K -$76.7K -296 -17%
PNC Financial Services Group
216
PNC Financial Services Group
Pennsylvania
$351K +$50.6K +196 +17%
HPC
217
HM Payson & Co
Maine
$350K
AG
218
AlphaSimPlex Group
Massachusetts
$349K -$702K -2,711 -67%
BPA
219
Beacon Pointe Advisors
California
$339K
CIBC Private Wealth Group
220
CIBC Private Wealth Group
Georgia
$338K
CCIA
221
Campbell & Co Investment Adviser
Maryland
$337K +$337K +1,300 New
Connor, Clark & Lunn Investment Management (CC&L)
222
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$321K -$331K -1,276 -51%
CICI
223
Capital Investment Counsel Inc
North Carolina
$298K
PA
224
Procyon Advisors
Connecticut
$298K +$5.17K +20 +2%
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$298K +$298K +1,151 New