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Morningstar

322 hedge funds and large institutions have $5.64B invested in Morningstar in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
32
Increased
105
Reduced
126
Closed
40
Calls
$8.29M
Puts
$32M
Net Calls
-$23.8M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Nisa Investment Advisors
201
Nisa Investment Advisors
Missouri
$369K +$364K +1,507 +7,535%
LP
202
LMR Partners
United Kingdom
$368K -$654K -2,706 -64%
COI
203
Connable Office Inc
Michigan
$355K
TCM
204
Teza Capital Management
Illinois
$355K +$355K +1,466 New
MIM
205
MetLife Investment Management
New Jersey
$350K +$7.5K +31 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
206
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$346K +$346K +1,429 New
PA
207
Parallel Advisors
California
$345K -$22.2K -92 -6%
WF
208
Welch & Forbes
Massachusetts
$341K
MA
209
Montag & Associates
Georgia
$339K
LA
210
Legacy Advisors
Pennsylvania
$334K +$136K +560 +68%
GTCM
211
Gyon Technologies Capital Management
New Jersey
$309K +$309K +1,279 New
HSA
212
HBK Sorce Advisory
Pennsylvania
$306K +$25.4K +105 +9%
HPC
213
HM Payson & Co
Maine
$302K -$24.2K -100 -7%
BCM
214
BTC Capital Management
Iowa
$294K -$29.3K -121 -9%
SF
215
Synovus Financial
Georgia
$289K +$12.2K +52 +4%
BPA
216
Beacon Pointe Advisors
California
$284K -$63.2K -264 -18%
KFA
217
Krane Funds Advisors
New York
$282K -$68.3K -282 -19%
CICI
218
Capital Investment Counsel Inc
North Carolina
$278K
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278K +$11.1K +46 +4%
QCM
220
Quantinno Capital Management
New York
$273K -$5.09K -21 -2%
HBT
221
Heartland Bank & Trust
Illinois
$273K
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$270K +$60K +248 +29%
DC
223
Davenport & Co
Virginia
$261K -$11.9K -49 -4%
MCM
224
MAI Capital Management
Ohio
$256K +$16.2K +67 +7%
Verition Fund Management
225
Verition Fund Management
Connecticut
$251K -$28.1K -116 -10%