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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 %
Envestnet Portfolio Solutions
276
Envestnet Portfolio Solutions
Illinois
$427K +$89.2K +265 +26%
ProShare Advisors
277
ProShare Advisors
Maryland
$425K +$29.3K +87 +7%
AIMCA
278
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$423K +$423K +1,256 New
BP
279
Ballentine Partners
Massachusetts
$420K +$4.38K +13 +1%
PA
280
Parallel Advisors
California
$417K -$12.8K -38 -3%
SA
281
Sanctuary Advisors
Indiana
$414K -$11.2K -34 -3%
QC
282
Quadrature Capital
United Kingdom
$411K +$411K +1,220 New
RBWA
283
RFG - Bristol Wealth Advisors
Massachusetts
$405K +$405K +1,201 New
KPWS
284
Kestra Private Wealth Services
Texas
$397K +$11.8K +35 +3%
CICI
285
Capital Investment Counsel Inc
North Carolina
$387K – – –
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$383K +$5.72K +17 +2%
CCA
287
Cottonwood Capital Advisors
Utah
$382K +$42.8K +127 +13%
KBC Group
288
KBC Group
Belgium
$379K +$147K +436 +63%
PAM
289
Panagora Asset Management
Massachusetts
$376K +$1.35K +4 +0.4%
FT
290
Fiduciary Trust
Massachusetts
$364K -$37.7K -112 -9%
OC
291
Oppenheimer & Co
New York
$361K +$82.2K +244 +29%
MBTD
292
Mechanics Bank - Trust Department
California
$354K +$1.68K +5 +0.5%
SCM
293
Shelton Capital Management
Colorado
$350K – – –
DAS
294
Diversify Advisory Services
Utah
$339K -$21.2K -67 -6%
WAG
295
Wallace Advisory Group
California
$339K -$26.5K -83 -7%
PTC
296
Petrus Trust Company
Texas
$336K +$99K +294 +42%
A
297
AlphaQuest
New York
$330K -$3.96M -11,764 -92%
AWM
298
Angeles Wealth Management
California
$312K – – –
QCM
299
QRG Capital Management
Illinois
$300K +$19.5K +58 +7%
ILI
300
Invesco LLC (Illinois)
Illinois
$299K -$37.7K -112 -11%
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