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Morningstar
MORN

Overview Fund Activity

317 hedge funds and large institutions have $5.07B invested in Morningstar in 2022 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 114 increasing their positions, 107 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
5.11%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
114
Reduced
107
Closed
29
Calls
$715K
Puts
$1.97M
Net Calls
-$1.26M
Net Calls Change
+$13.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$264M
2
Bank of America
Bank of America
North Carolina
$505M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$50.3M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$130M
5
SI
Scout Investments
Missouri
$13.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$101M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$195M
3
Select Equity Group
Select Equity Group
New York
$855M
4
Prudential Financial
Prudential Financial
New Jersey
$206K
5
RP
Regal Partners
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
I
201
InceptionR
California
$338K +$338K +1,561 New
CW
202
Connectus Wealth
Ohio
$329K +$217 +1 +0.1%
VPIM
203
Vanguard Personalized Indexing Management
California
$324K -$75.4K -348 -19%
SWS
204
SYSTM Wealth Solutions
Illinois
$321K +$321K +1,483 New
COI
205
Connable Office Inc
Michigan
$318K – – –
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$314K – – –
Mariner
207
Mariner
Kansas
$312K +$31.8K +147 +11%
WF
208
Welch & Forbes
Massachusetts
$305K – – –
MIM
209
MetLife Investment Management
New Jersey
$305K -$7.8K -36 -2%
MA
210
Montag & Associates
Georgia
$303K – – –
PMEF
211
Point72 Middle East FZE
United Arab Emirates
$291K +$291K +1,343 New
EGM
212
Engineers Gate Manager
New York
$287K +$287K +1,326 New
SQA
213
Simon Quick Advisors
New Jersey
$287K +$287K +1,324 New
PA
214
Parallel Advisors
California
$285K -$7.15K -33 -2%
SAM
215
Shell Asset Management
Netherlands
$282K -$59.8K -276 -17%
Manulife (Manufacturers Life Insurance)
216
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$282K +$40.9K +189 +17%
SF
217
Synovus Financial
Georgia
$281K +$8.45K +39 +3%
American Century Companies
218
American Century Companies
Missouri
$281K +$35.7K +165 +15%
HSA
219
HBK Sorce Advisory
Pennsylvania
$281K +$9.97K +46 +4%
BCM
220
BTC Capital Management
Iowa
$270K +$5.42K +25 +2%
PA
221
Procyon Advisors
Connecticut
$260K -$70.6K -326 -21%
CIBC Asset Management
222
CIBC Asset Management
Ontario, Canada
$250K -$105K -487 -30%
CICI
223
Capital Investment Counsel Inc
North Carolina
$249K – – –
HBT
224
Heartland Bank & Trust
Illinois
$245K – – –
BPA
225
Beacon Pointe Advisors
California
$244K -$2.82K -13 -1%
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