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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.

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
1
Millennium Management
New York
$158M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$383M
3
WA
3
Wasatch Advisors
Utah
$222M
4
Invesco
4
Invesco
Georgia
$37.4M
5
BFM
5
Boston Financial Management
Massachusetts
$19.7M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$561M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$333M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$90.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
326
Aster Capital Management
United Arab Emirates
$81.7K +$81.7K +256 New
VCM
327
Versant Capital Management
Arizona
$78.5K +$319 +1 +0.4%
BTI
328
Blue Trust Inc
Georgia
$74K +$41.1K +139 +125%
CFO
329
CVA Family Office
Colorado
$73.4K – – –
Nisa Investment Advisors
330
Nisa Investment Advisors
Missouri
$58.7K -$3.83K -12 -6%
FFA
331
Farther Finance Advisors
California
$58.1K +$28.1K +88 +94%
PHK
332
Point72 Hong Kong
Hong Kong
$57.9K +$57.9K +181 New
Mirae Asset Global ETFs Holdings
333
Mirae Asset Global ETFs Holdings
Hong Kong
$54.9K -$17.1K -54 -24%
FHA
334
First Horizon Advisors
Tennessee
$54.7K – – –
SPIA
335
Steward Partners Investment Advisory
New York
$53K – – –
WT
336
Whittier Trust
California
$52.7K – – –
QC
337
Quent Capital
New York
$45K – – –
VWM
338
Venturi Wealth Management
Texas
$38.6K +$19.5K +61 +102%
DIP
339
DT Investment Partners
Pennsylvania
$38.3K – – –
CFGS
340
Concourse Financial Group Securities
Alabama
$35.4K +$1.92K +6 +6%
AF
341
Allworth Financial
California
$33.8K -$3.51K -11 -9%
EC
342
Elequin Capital
New York
$29.7K +$29.7K +93 New
VSQM
343
V-Square Quantitative Management
Illinois
$29.7K +$29.7K +93 New
PTC
344
Private Trust Company
Ohio
$26.8K – – –
CFD
345
Creative Financial Designs
Indiana
$26.5K +$6.39K +20 +32%
FNWA
346
Financial Network Wealth Advisors
Utah
$25.8K +$638 +2 +3%
BIA
347
Bell Investment Advisors
California
$25.2K – – –
LC
348
Lindbrook Capital
California
$25.2K +$8.62K +27 +52%
NA
349
NewEdge Advisors
Louisiana
$24.7K – – –
CMA
350
Cedar Mountain Advisors
Oregon
$24.4K – – –
12 13
14
15 16