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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 %
LFA
351
LGT Financial Advisors
Texas
$7.09K 23 – –
WB
352
Webster Bank
Connecticut
$6.78K 22 +22 New
FFA
353
Farther Finance Advisors
California
$6.74K 22 – –
EWA
354
EverSource Wealth Advisors
Alabama
$6.5K 23 +17 +283%
GRP
355
Global Retirement Partners
California
$6.17K 20 +8 +67%
KWAG
356
Kiely Wealth Advisory Group
North Carolina
$5.72K 20 – –
Macquarie Group
357
Macquarie Group
Australia
$5K 16 +16 New
APW
358
Atlantic Private Wealth
North Carolina
$4.93K 16 – –
Mitsubishi UFJ Asset Management
359
Mitsubishi UFJ Asset Management
Japan
$4.63K 15 – –
AWM
360
Avior Wealth Management
Nebraska
$4.63K 15 +15 New
Amundi
361
Amundi
France
$4.39K 15 – –
S
362
Sachetta
Massachusetts
$4.29K 15 – –
ADL
363
Asset Dedication LLC
California
$4K 13 – –
MG
364
Mather Group
Illinois
$3.72K 13 +13 New
WPA
365
West Paces Advisors
Georgia
$3.08K 10 +10 New
TIM
366
Tortoise Investment Management
New York
$2.78K 9 +9 New
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$2.47K 8 – –
MPWT
368
MassMutual Private Wealth & Trust
Connecticut
$2.47K 8 +1 +14%
DPW
369
DiNuzzo Private Wealth
Pennsylvania
$2.16K 7 – –
FPB
370
First PREMIER Bank
South Dakota
$2K 7 +7 New
SIC
371
SJS Investment Consulting
Ohio
$1.85K 6 – –
HI
372
Harbour Investments
Wisconsin
$1.85K 6 +2 +50%
MA
373
Montag & Associates
Georgia
$1.75K 6 +6 New
W
374
WealthCollab
Washington
$1.54K 5 – –
JFA
375
JNBA Financial Advisors
Minnesota
$1.54K 5 – –
13 14
15
16 17