MORN icon

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 %
GCM
251
Graham Capital Management
Connecticut
$597K +$597K +1,774 New
Mariner
252
Mariner
Kansas
$574K +$55.6K +165 +11%
BEI
253
Benjamin Edwards Inc
Missouri
$573K +$46.5K +138 +9%
TI
254
Tidal Investments
Wisconsin
$571K +$164K +487 +40%
Lazard Asset Management
255
Lazard Asset Management
New York
$569K +$569K +1,690 New
Wealth Enhancement Advisory Services
256
Wealth Enhancement Advisory Services
Minnesota
$553K +$64.3K +191 +13%
CGH
257
Crossmark Global Holdings
Texas
$549K -$212K -629 -28%
CFM
258
Catalyst Funds Management
Australia
$547K +$547K +1,625 New
WF
259
Welch & Forbes
Massachusetts
$542K -$42.1K -125 -7%
TRCT
260
Tower Research Capital (TRC)
New York
$531K +$292K +867 +122%
GVAG
261
Great Valley Advisor Group
Delaware
$525K +$11.8K +35 +2%
NW
262
Naviter Wealth
Arkansas
$519K +$519K +1,540 New
MSRPS
263
Maryland State Retirement & Pension System
Maryland
$514K – – –
DP
264
Dundas Partners
United Kingdom
$513K +$210K +623 +69%
NED
265
Nancy E. Dempze
$503K -$337K -1,000 -40%
Franklin Resources
266
Franklin Resources
California
$499K – – –
COI
267
Connable Office Inc
Michigan
$495K – – –
BFM
268
Boothbay Fund Management
New York
$494K +$187K +554 +61%
PAS
269
Park Avenue Securities
New York
$493K +$144K +429 +41%
CAM
270
Cresset Asset Management
Illinois
$489K -$295K -877 -38%
CCA
271
Cadent Capital Advisors
Oklahoma
$470K – – –
SGAM
272
Smith Group Asset Management
Texas
$468K +$468K +1,390 New
DP
273
Dearborn Partners
Illinois
$448K +$91.6K +272 +26%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$447K +$22.9K +68 +5%
Jane Street
275
Jane Street
New York
$441K -$580K -1,722 -57%
9 10
11
12 13