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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 %
PHK
326
Point72 Hong Kong
Hong Kong
$218K +$157K +466 +257%
FWM
327
Fonville Wealth Management
Virginia
$218K -$10.1K -30 -4%
SG Americas Securities
328
SG Americas Securities
New York
$215K -$469K -1,395 -69%
CWP
329
Cyndeo Wealth Partners
Florida
$214K – – –
LAM
330
Longboard Asset Management
Arizona
$214K +$214K +635 New
ECM
331
Evergreen Capital Management
Washington
$214K +$214K +634 New
QCG
332
Quadrant Capital Group
Ohio
$212K -$2.02K -6 -0.9%
KeyBank National Association
333
KeyBank National Association
Ohio
$210K -$28K -83 -12%
Rafferty Asset Management
334
Rafferty Asset Management
New York
$208K +$208K +617 New
WH
335
Willner & Heller
California
$207K +$207K +616 New
SIA
336
Schechter Investment Advisors
Michigan
$206K -$5.73K -17 -3%
CC
337
Corton Capital
Ontario, Canada
$206K +$206K +612 New
RGC
338
Roberts, Glore & Co
Illinois
$205K +$205K +610 New
HPC
339
HM Payson & Co
Maine
$202K – – –
RPCA
340
Running Point Capital Advisors
California
$202K +$202K +600 New
QL
341
Quarry LP
New York
$183K +$165K +490 +942%
NSIM
342
North Star Investment Management
Illinois
$174K -$20.2K -60 -10%
UB
343
UMB Bank
Missouri
$157K +$18.2K +54 +13%
GI
344
GAMMA Investing
California
$157K +$51.9K +154 +49%
SCM
345
Sterling Capital Management
North Carolina
$145K -$18.2K -54 -11%
BBHC
346
Brown Brothers Harriman & Co
New York
$142K – – –
Fifth Third Bancorp
347
Fifth Third Bancorp
Ohio
$140K -$18.5K -55 -12%
C
348
Covestor
United Kingdom
$140K +$17.8K +53 +15%
FFA
349
Farther Finance Advisors
California
$137K +$75.8K +225 +124%
S
350
SignatureFD
Georgia
$131K -$2.36K -7 -2%
12 13
14
15 16