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Morningstar
MORN

Overview Fund Activity

405 hedge funds and large institutions have $8.14B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
162
Reduced
105
Closed
34
Calls
$5.55M
Puts
$1.53M
Net Calls
+$4.02M
Net Calls Change
+$5.05M

Top Buyers

1
Millennium Management
Millennium Management
New York
$158M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$383M
3
WA
Wasatch Advisors
Utah
$222M
4
Invesco
Invesco
Georgia
$37.4M
5
BFM
Boston Financial Management
Massachusetts
$19.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$561M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$333M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$90.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
226
Osaic Holdings
Arizona
$690K +$471K +1,477 +216%
GIA
227
Gateway Investment Advisers
Ohio
$679K – – –
SAM
228
Securian Asset Management
Minnesota
$664K – – –
SG Americas Securities
229
SG Americas Securities
New York
$649K +$37.3K +117 +6%
PA
230
Procyon Advisors
Connecticut
$628K -$12.1K -38 -2%
Cetera Investment Advisers
231
Cetera Investment Advisers
Illinois
$614K +$85.2K +267 +16%
ET
232
Equitable Trust
Tennessee
$597K – – –
SAMC
233
Spectrum Asset Management (California)
California
$576K +$638 +2 +0.1%
VF
234
Virtu Financial
New York
$565K +$565K +1,771 New
Deutsche Bank
235
Deutsche Bank
Germany
$560K -$21.1K -66 -4%
WF
236
Welch & Forbes
Massachusetts
$553K – – –
Franklin Resources
237
Franklin Resources
California
$508K -$155K -454 -23%
HT
238
Headlands Technologies
Illinois
$504K +$338K +1,058 +203%
BEI
239
Benjamin Edwards Inc
Missouri
$499K +$213K +667 +75%
Mariner
240
Mariner
Kansas
$491K +$54.9K +172 +13%
MSRPS
241
Maryland State Retirement & Pension System
Maryland
$487K -$124K -389 -20%
GVAG
242
Great Valley Advisor Group
Delaware
$486K +$246K +770 +102%
COI
243
Connable Office Inc
Michigan
$469K – – –
FRM
244
Fox Run Management
Connecticut
$468K -$68.9K -216 -13%
Wealth Enhancement Advisory Services
245
Wealth Enhancement Advisory Services
Minnesota
$463K -$957 -3 -0.2%
OTL
246
Oak Thistle LLC
New York
$463K +$463K +1,450 New
Commonwealth Equity Services
247
Commonwealth Equity Services
Massachusetts
$456K -$6.71K -21 -1%
Verition Fund Management
248
Verition Fund Management
Connecticut
$452K +$452K +1,416 New
SA
249
Sanctuary Advisors
Indiana
$446K -$195K -562 -30%
CCA
250
Cadent Capital Advisors
Oklahoma
$445K – – –
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