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Morningstar
MORN

Overview Fund Activity

446 hedge funds and large institutions have $8.66B invested in Morningstar in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 145 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
152
Reduced
145
Closed
28
Calls
$4.75M
Puts
$1.04M
Net Calls
+$3.71M
Net Calls Change
-$312K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$56.6M
2
PFM
2
Premier Fund Managers
United Kingdom
$50.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.8M
5
BlackRock
5
BlackRock
New York
$898M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$463M
2
Bank of America
2
Bank of America
North Carolina
$439M
3
Millennium Management
3
Millennium Management
New York
$96.9M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$342M
5
Amundi
5
Amundi
France
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
Loomis, Sayles & Company
226
Loomis, Sayles & Company
Massachusetts
$836K +$836K +2,483 New
D.E. Shaw & Co
227
D.E. Shaw & Co
New York
$836K +$836K +2,481 New
ETC
228
Exchange Traded Concepts
Oklahoma
$826K +$20.2K +60 +3%
HF
229
HRT Financial
New York
$820K +$820K +2,435 New
JF
230
Jump Financial
Illinois
$770K -$1.28M -3,808 -62%
SI
231
Seeds Investor
New York
$762K -$2.7K -8 -0.4%
ET
232
Entropy Technologies
New York
$760K -$539K -1,600 -41%
PA
233
Planning Alternatives
Michigan
$759K – – –
BBVA
234
Banco Bilbao Vizcaya Argentaria
Spain
$755K -$44.2K -131 -6%
Federated Hermes
235
Federated Hermes
Pennsylvania
$746K -$26.6K -79 -3%
OAC
236
OMERS Administration Corp
Ontario, Canada
$741K +$741K +2,200 New
GIA
237
Gateway Investment Advisers
Ohio
$717K – – –
OQS
238
Occudo Quantitative Strategies
Florida
$711K +$711K +2,111 New
EGM
239
Engineers Gate Manager
New York
$710K -$226K -672 -24%
IMRF
240
Illinois Municipal Retirement Fund
Illinois
$702K +$702K +2,085 New
SAM
241
Securian Asset Management
Minnesota
$700K – – –
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$699K +$51.9K +154 +8%
PA
243
Procyon Advisors
Connecticut
$657K -$5.39K -16 -0.8%
Verition Fund Management
244
Verition Fund Management
Connecticut
$655K +$178K +530 +37%
PNC Financial Services Group
245
PNC Financial Services Group
Pennsylvania
$645K +$195K +579 +43%
ET
246
Equitable Trust
Tennessee
$630K – – –
DTL
247
Dynamic Technology Lab
Singapore
$626K +$399K +1,185 +176%
Commonwealth Equity Services
248
Commonwealth Equity Services
Massachusetts
$613K +$132K +393 +28%
SAMC
249
Spectrum Asset Management (California)
California
$609K +$674 +2 +0.1%
Deutsche Bank
250
Deutsche Bank
Germany
$605K +$14.1K +42 +2%
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