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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 %
SPS
251
Susquehanna Portfolio Strategies
Pennsylvania
$431K -$29.4K -92 -6%
PNC Financial Services Group
252
PNC Financial Services Group
Pennsylvania
$426K -$13.1K -41 -3%
NRD
253
Nebula Research & Development
New York
$423K +$423K +1,327 New
PA
254
Parallel Advisors
California
$407K +$11.5K +36 +3%
Mercer Global Advisors
255
Mercer Global Advisors
Colorado
$403K +$100K +317 +33%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$402K +$13.1K +41 +3%
P
257
&Partners
Tennessee
$398K +$398K +1,248 New
SPA
258
Sherbrooke Park Advisers
New York
$398K +$398K +1,247 New
BP
259
Ballentine Partners
Massachusetts
$394K +$9.25K +29 +2%
DAS
260
Diversify Advisory Services
Utah
$391K -$21K -61 -5%
TI
261
Tidal Investments
Wisconsin
$385K +$28.7K +90 +8%
FT
262
Fiduciary Trust
Massachusetts
$380K – – –
ProShare Advisors
263
ProShare Advisors
Maryland
$375K -$17.2K -54 -4%
CICI
264
Capital Investment Counsel Inc
North Carolina
$367K – – –
RJT
265
Raymond James Trust
Florida
$365K -$22.3K -70 -6%
KPWS
266
Kestra Private Wealth Services
Texas
$365K +$23.6K +74 +7%
HBT
267
Heartland Bank & Trust
Illinois
$361K – – –
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$358K +$319 +1 +0.1%
PAM
269
Panagora Asset Management
Massachusetts
$356K +$78.5K +246 +28%
WAG
270
Wallace Advisory Group
California
$338K – – –
DP
271
Dearborn Partners
Illinois
$338K +$338K +1,058 New
MBTD
272
Mechanics Bank - Trust Department
California
$334K – – –
MC
273
Machina Capital
France
$333K +$333K +1,042 New
SCM
274
Shelton Capital Management
Colorado
$331K – – –
PAS
275
Park Avenue Securities
New York
$330K -$33.5K -105 -9%
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