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Morningstar
MORN

Overview Fund Activity

334 hedge funds and large institutions have $6.38B invested in Morningstar in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-5
Holders Change %
-1.47%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
40
Increased
128
Reduced
108
Closed
42
Calls
$8.71M
Puts
$47.5M
Net Calls
-$38.8M
Net Calls Change
-$29.9M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$369M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$200M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$119M
5
Goldman Sachs
5
Goldman Sachs
New York
$28.2M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$1.13B
2
Millennium Management
2
Millennium Management
New York
$239K
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$294M
4
LP
4
LMR Partners
United Kingdom
$1.16M
5
NRCM
5
Northern Right Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
201
Pekin Hardy Strauss
Illinois
$473K +$273 +1 +0.1%
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$472K – – –
VAS
203
Vestmark Advisory Solutions
Massachusetts
$471K -$22.6K -83 -5%
JPMPWA
204
J.P. Morgan Private Wealth Advisors
California
$445K +$1.91K +7 +0.4%
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$440K +$15.8K +58 +4%
ACM
206
AlphaCrest Capital Management
New York
$425K +$425K +1,556 New
PA
207
Parallel Advisors
California
$424K -$14.5K -52 -3%
PAMS
208
Pictet Asset Management (Switzerland)
Switzerland
$418K – – –
PA
209
Procyon Advisors
Connecticut
$416K – – –
Creative Planning
210
Creative Planning
Kansas
$408K +$5.73K +21 +1%
TRCT
211
Tower Research Capital (TRC)
New York
$408K +$28.7K +105 +8%
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$406K +$35.4K +130 +10%
COI
213
Connable Office Inc
Michigan
$402K – – –
BPA
214
Beacon Pointe Advisors
California
$396K +$76.5K +280 +24%
KFA
215
Krane Funds Advisors
New York
$395K +$83.3K +305 +27%
MIM
216
MetLife Investment Management
New Jersey
$387K +$387K +1,415 New
WF
217
Welch & Forbes
Massachusetts
$385K – – –
MA
218
Montag & Associates
Georgia
$382K – – –
HPC
219
HM Payson & Co
Maine
$369K – – –
BCM
220
BTC Capital Management
Iowa
$365K -$35.8K -131 -9%
CW
221
Connectus Wealth
Ohio
$346K – – –
SF
222
Synovus Financial
Georgia
$326K -$1.38K -5 -0.4%
Commonwealth Equity Services
223
Commonwealth Equity Services
Massachusetts
$320K +$24.8K +91 +8%
MML Investors Services
224
MML Investors Services
Massachusetts
$318K +$72.6K +266 +30%
HSA
225
HBK Sorce Advisory
Pennsylvania
$317K +$17.2K +63 +6%
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