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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 %
ET
251
Entropy Technologies
New York
$427K 1,386 +1,386 New
EP
252
Edgestream Partners
New Jersey
$426K 1,383 +1,383 New
VF
253
Virtu Financial
New York
$406K 1,316 +1,316 New
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$404K 1,311 +89 +7%
MS
255
Maven Securities
Jersey
$401K 1,300 +1,300 New
FT
256
Fiduciary Trust
Massachusetts
$398K 1,292 – –
Mariner
257
Mariner
Kansas
$396K 1,285 +71 +6%
ProShare Advisors
258
ProShare Advisors
Maryland
$392K 1,272 -98 -7%
CCA
259
Cadent Capital Advisors
Oklahoma
$380K 1,233 – –
WF
260
Welch & Forbes
Massachusetts
$378K 1,225 – –
BP
261
Ballentine Partners
Massachusetts
$375K 1,215 +12 +1%
PA
262
Parallel Advisors
California
$373K 1,209 +118 +11%
PRC
263
Pearl River Capital
Michigan
$362K 1,174 +1,174 New
PTC
264
Petrus Trust Company
Texas
$355K 1,151 +1,151 New
CICI
265
Capital Investment Counsel Inc
North Carolina
$355K 1,150 – –
A
266
AlphaQuest
New York
$353K 1,145 +1,145 New
Envestnet Portfolio Solutions
267
Envestnet Portfolio Solutions
Illinois
$352K 1,140 +431 +61%
HBT
268
Heartland Bank & Trust
Illinois
$348K 1,130 – –
XT
269
XTX Topco
Cayman Islands
$344K 1,115 +1,115 New
WAG
270
Wallace Advisory Group
California
$342K 1,196 +82 +7%
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$341K 1,107 +783 +242%
SCM
272
Shelton Capital Management
Colorado
$339K 1,100 -39 -3%
ILI
273
Invesco LLC (Illinois)
Illinois
$320K 1,038 +29 +3%
PA
274
Profund Advisors
Maryland
$318K 1,032 +187 +22%
CAM
275
Cresset Asset Management
Illinois
$312K 1,011 +1,011 New
9 10
11
12 13