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Morningstar
MORN

Overview Fund Activity

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K

Top Buyers

1
Amundi
1
Amundi
France
$57.9M
2
Millennium Management
2
Millennium Management
New York
$94.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$810M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$280M
5
BlackRock
5
BlackRock
New York
$750M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$452M
2
Select Equity Group
2
Select Equity Group
New York
$720M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$334M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
351
Wolff Wiese Magana
California
$11.2K -$296 -1 -3%
HNB
352
Huntington National Bank
Ohio
$10.7K +$10.7K +36 New
FFA
353
Frazier Financial Advisors
Ohio
$9.17K – – –
IA
354
IFP Advisors
Florida
$9.17K +$296 +1 +3%
GRP
355
Global Retirement Partners
California
$7.99K +$2.07K +7 +35%
TWP
356
Triad Wealth Partners
Kansas
$7.4K +$7.4K +25 New
JWA
357
JFS Wealth Advisors
Pennsylvania
$7.1K – – –
FCA
358
FinTrust Capital Advisors
South Carolina
$7.1K – – –
MIFH
359
Migdal Insurance & Financial Holdings
Israel
$7K +$7K +24 New
LFA
360
LGT Financial Advisors
Texas
$6.81K – – –
SAM
361
Smartleaf Asset Management
Massachusetts
$6.77K +$5.88K +20 +667%
WB
362
Webster Bank
Connecticut
$6.51K – – –
KWAG
363
Kiely Wealth Advisory Group
North Carolina
$6.1K – – –
EWA
364
EverSource Wealth Advisors
Alabama
$6.04K -$1.27K -4 -17%
APW
365
Atlantic Private Wealth
North Carolina
$4.73K – – –
Mitsubishi UFJ Asset Management
366
Mitsubishi UFJ Asset Management
Japan
$4.44K – – –
ADL
367
Asset Dedication LLC
California
$3.85K – – –
ATPW
368
Ashton Thomas Private Wealth
Arizona
$3.85K +$3.85K +13 New
S
369
Sachetta
Massachusetts
$3.24K -$1.62K -5 -33%
QL
370
Quarry LP
New York
$2.96K -$16.6K -56 -85%
WPA
371
West Paces Advisors
Georgia
$2.96K – – –
TIM
372
Tortoise Investment Management
New York
$2.66K – – –
MPWT
373
MassMutual Private Wealth & Trust
Connecticut
$2.66K +$296 +1 +13%
FMII
374
Farmers & Merchants Investments Inc
Nebraska
$2.37K – – –
AAP
375
Arax Advisory Partners
Colorado
$2.37K +$1.48K +5 +167%
13 14
15
16 17