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 %
SAM
301
Shell Asset Management
Netherlands
$282K -$674 -2 -0.2%
MC
302
Machina Capital
France
$275K -$75.8K -225 -22%
SIG
303
Stonegate Investment Group
Alabama
$265K +$8.08K +24 +3%
CS
304
Cannell & Spears
New York
$263K -$2.69K -8 -1%
CFO
305
Callan Family Office
Pennsylvania
$263K +$263K +782 New
ABC
306
Associated Banc-Corp
Wisconsin
$261K +$3.37K +10 +1%
FTWA
307
Fifth Third Wealth Advisors
Ohio
$260K -$3.03K -9 -1%
GPW
308
Genesis Private Wealth
Virginia
$259K +$259K +770 New
HSA
309
HBK Sorce Advisory
Pennsylvania
$259K -$11.5K -34 -4%
TSS
310
Two Sigma Securities
New York
$258K +$258K +765 New
XT
311
XTX Topco
Cayman Islands
$256K -$518K -1,539 -67%
BOS
312
Bank of Stockton
California
$256K – – –
AFG
313
Atomi Financial Group
New York
$245K +$245K +729 New
BC
314
Bayforest Capital
United Kingdom
$241K +$241K +715 New
PS
315
Principal Securities
Iowa
$237K +$26.9K +80 +13%
ECM
316
Everence Capital Management
Indiana
$236K +$236K +700 New
Amundi
317
Amundi
France
$235K -$61.9M -192,048 -100%
BTWM
318
Baker Tilly Wealth Management
Wisconsin
$234K -$337 -1 -0.1%
CAM
319
Claret Asset Management
Quebec, Canada
$233K +$1.68K +5 +0.7%
GT
320
Glenview Trust
Kentucky
$227K +$227K +674 New
GWM
321
GK Wealth Management
Nevada
$227K +$227K +673 New
PA
322
Profund Advisors
Maryland
$226K -$36.7K -109 -14%
MYAM
323
Meiji Yasuda Asset Management
Japan
$224K – – –
FFM
324
Forum Financial Management
Illinois
$223K +$223K +662 New
Kovitz Investment Group Partners
325
Kovitz Investment Group Partners
Illinois
$220K +$220K +654 New
11 12
13
14 15