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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 %
AF
326
Allworth Financial
California
$28.7K 93 +9 +11%
NA
327
NewEdge Advisors
Louisiana
$28.1K 91 +14 +18%
PTC
328
Private Trust Company
Ohio
$25.9K 84 – –
BCPWM
329
Bradley & Co Private Wealth Management
Florida
$25.6K 83 – –
Acadian Asset Management
330
Acadian Asset Management
Massachusetts
$25K 84 -499 -86%
BIA
331
Bell Investment Advisors
California
$24.4K 79 – –
CMA
332
Cedar Mountain Advisors
Oregon
$23.5K 76 – –
RA
333
Rise Advisors
New York
$23.4K 76 +76 New
CTC
334
Central Trust Company
Missouri
$23.1K 75 -55 -42%
CAL
335
Capital Advisors Ltd
Ohio
$22K 70 – –
QL
336
Quarry LP
New York
$20.4K 66 +66 New
CFD
337
Creative Financial Designs
Indiana
$19.4K 63 – –
BFEC
338
Benjamin F. Edwards & Company
Missouri
$19K 63 – –
CA
339
Centerpoint Advisors
Massachusetts
$19K 62 – –
LC
340
Lindbrook Capital
California
$16K 52 – –
C
341
Covestor
United Kingdom
$15K 49 -2 -4%
JWM
342
Janiczek Wealth Management
Colorado
$14.8K 48 – –
WWM
343
Wolff Wiese Magana
California
$12K 39 – –
Jones Financial Companies
344
Jones Financial Companies
Missouri
$11.7K 38 +38 New
FFA
345
Frazier Financial Advisors
Ohio
$9.56K 31 – –
IA
346
IFP Advisors
Florida
$9.25K 30 -9 -23%
BTI
347
Blue Trust Inc
Georgia
$8.02K 26 -11 -30%
JWA
348
JFS Wealth Advisors
Pennsylvania
$7.4K 24 -2 -8%
VWM
349
Venturi Wealth Management
Texas
$7.4K 24 +3 +14%
FCA
350
FinTrust Capital Advisors
South Carolina
$7.4K 24 +24 New
12 13
14
15 16