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Morningstar
MORN

Overview Fund Activity

383 hedge funds and large institutions have $7.92B invested in Morningstar in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 113 reducing their positions, and 23 closing their positions.

Holders
383
Holders Change
+31
Holders Change %
+8.81%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
56
Increased
136
Reduced
113
Closed
23
Calls
$5.37M
Puts
$5.71M
Net Calls
-$339K
Net Calls Change
+$9.42M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$524M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$244M
3
MGP
3
M&G plc
United Kingdom
$52.3M
4
Millennium Management
4
Millennium Management
New York
$38.9M
5
BlackRock
5
BlackRock
New York
$755M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$597M
2
Select Equity Group
2
Select Equity Group
New York
$800M
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
PIMC
4
Praesidium Investment Management Company
New York
$43.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PA
226
Procyon Advisors
Connecticut
$634K 2,057 -189 -8%
ETC
227
Exchange Traded Concepts
Oklahoma
$628K 2,037 +2,037 New
GCM
228
Graham Capital Management
Connecticut
$625K 2,028 +2,028 New
PHK
229
Point72 Hong Kong
Hong Kong
$602K 1,952 -6,959 -78%
SSA
230
Schonfeld Strategic Advisors
New York
$599K 1,944 -3,926 -67%
QCM
231
Quantinno Capital Management
New York
$593K 1,924 +112 +6%
ET
232
Equitable Trust
Tennessee
$577K 1,871 – –
DAS
233
Diversify Advisory Services
Utah
$575K 1,878 +1,878 New
YIH
234
Y-Intercept (HK)
Hong Kong
$566K 1,836 +1,836 New
MSRPS
235
Maryland State Retirement & Pension System
Maryland
$565K 1,914 – –
SAMC
236
Spectrum Asset Management (California)
California
$555K 1,800 – –
Verition Fund Management
237
Verition Fund Management
Connecticut
$546K 1,771 +695 +65%
PAS
238
Park Avenue Securities
New York
$513K 1,665 -106 -6%
Deutsche Bank
239
Deutsche Bank
Germany
$513K 1,662 -742 -31%
OSAM
240
O'Shaughnessy Asset Management
Connecticut
$500K 1,622 +253 +18%
TRCT
241
Tower Research Capital (TRC)
New York
$493K 1,600 -2,309 -59%
Wealth Enhancement Advisory Services
242
Wealth Enhancement Advisory Services
Minnesota
$481K 1,559 +47 +3%
EGM
243
Engineers Gate Manager
New York
$477K 1,546 -562 -27%
Commonwealth Equity Services
244
Commonwealth Equity Services
Massachusetts
$455K 1,476 -88 -6%
COI
245
Connable Office Inc
Michigan
$453K 1,470 – –
BEI
246
Benjamin Edwards Inc
Missouri
$452K 1,467 +415 +39%
Baird Financial Group
247
Baird Financial Group
Wisconsin
$447K 1,448 -242 -14%
RJT
248
Raymond James Trust
Florida
$446K 1,445 -3 -0.2%
KPWS
249
Kestra Private Wealth Services
Texas
$437K 1,417 +662 +88%
BOS
250
Bank of Stockton
California
$428K 1,389 -439 -24%
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