MORN icon

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 %
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$310K 1,000 -66 -6%
CA
277
Cetera Advisors
Colorado
$309K 1,001 +1,001 New
BFS
278
Bard Financial Services
Connecticut
$308K 1,000 – –
FW
279
FirstPurpose Wealth
Utah
$298K 953 +225 +31%
HFM
280
Harvest Fund Management
China
$280K 910 +487 +115%
QC
281
Quadrature Capital
United Kingdom
$269K 872 -14,713 -94%
SAM
282
Shell Asset Management
Netherlands
$263K 888 -88 -9%
HSA
283
HBK Sorce Advisory
Pennsylvania
$262K 851 -45 -5%
Royal Bank of Canada
284
Royal Bank of Canada
Ontario, Canada
$252K 814 -870 -52%
PAM
285
Panagora Asset Management
Massachusetts
$247K 800 – –
EFA
286
Edge Financial Advisors
Illinois
$246K 798 +798 New
CS
287
Cannell & Spears
New York
$245K 796 – –
CIBC Asset Management
288
CIBC Asset Management
Ontario, Canada
$231K 748 – –
PS
289
Principal Securities
Iowa
$229K 741 +640 +634%
GT
290
Glenmede Trust
Pennsylvania
$228K 740 +740 New
DP
291
Dundas Partners
United Kingdom
$225K 729 +131 +22%
CAM
292
Claret Asset Management
Quebec, Canada
$219K 711 -56 -7%
GVAG
293
Great Valley Advisor Group
Delaware
$217K 703 +703 New
GT
294
Glenview Trust
Kentucky
$215K 696 +696 New
SP
295
Symmetry Partners
Connecticut
$209K 677 +677 New
HCA
296
Harbor Capital Advisors
Illinois
$206K 667 +119 +22%
MYAM
297
Meiji Yasuda Asset Management
Japan
$206K 667 +667 New
RWM
298
Ritholtz Wealth Management
New York
$201K 651 +651 New
HPC
299
HM Payson & Co
Maine
$185K 600 -200 -25%
QCG
300
Quadrant Capital Group
Ohio
$183K 593 -6 -1%
10 11
12
13 14