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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 %
CCA
276
Cottonwood Capital Advisors
Utah
$322K – – –
Envestnet Portfolio Solutions
277
Envestnet Portfolio Solutions
Illinois
$320K +$45.9K +144 +17%
ILI
278
Invesco LLC (Illinois)
Illinois
$319K -$7.98K -25 -2%
HSBC Holdings
279
HSBC Holdings
United Kingdom
$304K -$507K -1,589 -63%
Walleye Capital
280
Walleye Capital
New York
$301K +$301K +944 New
AWM
281
Angeles Wealth Management
California
$295K +$295K +925 New
BFM
282
Boothbay Fund Management
New York
$292K +$292K +914 New
CGIM
283
Cannon Global Investment Management
Florida
$287K +$287K +900 New
DP
284
Dundas Partners
United Kingdom
$287K -$68.6K -215 -19%
SAM
285
Shell Asset Management
Netherlands
$268K +$268K +839 New
QCM
286
QRG Capital Management
Illinois
$266K +$18.2K +57 +7%
OC
287
Oppenheimer & Co
New York
$265K -$24.6K -77 -8%
STA
288
Summit Trail Advisors
New York
$258K +$258K +810 New
HSA
289
HBK Sorce Advisory
Pennsylvania
$256K -$16.3K -51 -6%
CS
290
Cannell & Spears
New York
$252K – – –
FTWA
291
Fifth Third Wealth Advisors
Ohio
$249K +$1.92K +6 +0.8%
PA
292
Profund Advisors
Maryland
$249K +$7.02K +22 +3%
ABC
293
Associated Banc-Corp
Wisconsin
$244K +$244K +765 New
SIG
294
Stonegate Investment Group
Alabama
$244K – – –
BOS
295
Bank of Stockton
California
$243K -$52.3K -164 -18%
HFM
296
Harvest Fund Management
China
$234K +$195K +611 +493%
Marshall Wace
297
Marshall Wace
United Kingdom
$229K +$229K +718 New
TRCT
298
Tower Research Capital (TRC)
New York
$227K +$85.8K +269 +61%
KeyBank National Association
299
KeyBank National Association
Ohio
$226K -$16.3K -51 -7%
PTC
300
Petrus Trust Company
Texas
$224K -$143K -448 -39%
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