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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 %
BTWM
301
Baker Tilly Wealth Management
Wisconsin
$222K -$124K -387 -36%
CAM
302
Claret Asset Management
Quebec, Canada
$220K +$1.28K +4 +0.6%
KBC Group
303
KBC Group
Belgium
$220K +$21.4K +67 +11%
RJFSA
304
Raymond James Financial Services Advisors
Florida
$216K -$541K -1,694 -71%
FWM
305
Fonville Wealth Management
Virginia
$216K +$216K +676 New
DTL
306
Dynamic Technology Lab
Singapore
$215K -$45.2K -142 -17%
MYAM
307
Meiji Yasuda Asset Management
Japan
$212K +$212K +664 New
QCG
308
Quadrant Capital Group
Ohio
$203K +$1.92K +6 +1%
CWP
309
Cyndeo Wealth Partners
Florida
$203K +$203K +636 New
SIA
310
Schechter Investment Advisors
Michigan
$201K +$201K +629 New
PS
311
Principal Securities
Iowa
$199K +$29.7K +93 +17%
HPC
312
HM Payson & Co
Maine
$191K – – –
NSIM
313
North Star Investment Management
Illinois
$184K – – –
SCM
314
Sterling Capital Management
North Carolina
$155K +$155K +485 New
Fifth Third Bancorp
315
Fifth Third Bancorp
Ohio
$151K +$34.5K +108 +30%
BBHC
316
Brown Brothers Harriman & Co
New York
$135K +$3.51K +11 +3%
UB
317
UMB Bank
Missouri
$132K +$17.9K +56 +16%
BIC
318
Beach Investment Counsel
Pennsylvania
$128K – – –
S
319
SignatureFD
Georgia
$126K -$2.55K -8 -2%
CFB
320
Cullen/Frost Bankers
Texas
$120K – – –
C
321
Covestor
United Kingdom
$116K +$49.9K +156 +75%
BF
322
BOK Financial
Oklahoma
$109K – – –
MAM
323
Meeder Asset Management
Ohio
$106K +$106K +331 New
GI
324
GAMMA Investing
California
$99.9K +$41.5K +130 +71%
HIA
325
Harbor Investment Advisory
Maryland
$90.3K +$19.5K +61 +27%
11 12
13
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