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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 %
RA
351
Rise Advisors
New York
$24.3K – – –
CTC
352
Central Trust Company
Missouri
$23.9K – – –
CA
353
Clearstead Advisors
Ohio
$23K – – –
HNB
354
Huntington National Bank
Ohio
$22K +$10.5K +33 +92%
CAL
355
Capital Advisors Ltd
Ohio
$22K – – –
Acadian Asset Management
356
Acadian Asset Management
Massachusetts
$20K -$26.3K -83 -57%
CA
357
Centerpoint Advisors
Massachusetts
$20K – – –
Jones Financial Companies
358
Jones Financial Companies
Missouri
$19.4K +$5.71K +18 +42%
TAM
359
Tucker Asset Management
Colorado
$18.2K – – –
GWM
360
Geneos Wealth Management
Colorado
$16.9K +$16.9K +53 New
QL
361
Quarry LP
New York
$16.6K +$13.4K +42 +420%
GM
362
GeoWealth Management
Illinois
$14K +$14K +44 New
WWM
363
Wolff Wiese Magana
California
$12.1K – – –
FFA
364
Frazier Financial Advisors
Ohio
$9.89K – – –
SAM
365
Smartleaf Asset Management
Massachusetts
$8.88K +$1.59K +5 +22%
IA
366
IFP Advisors
Florida
$8.62K -$1.28K -4 -13%
GRP
367
Global Retirement Partners
California
$8.62K – – –
JWA
368
JFS Wealth Advisors
Pennsylvania
$7.98K +$319 +1 +4%
BIG
369
Brooklyn Investment Group
New York
$7.98K +$7.98K +25 New
FCA
370
FinTrust Capital Advisors
South Carolina
$7.66K – – –
AAP
371
Arax Advisory Partners
Colorado
$7.66K +$5.11K +16 +200%
LFA
372
LGT Financial Advisors
Texas
$7.34K – – –
Northwestern Mutual Wealth Management
373
Northwestern Mutual Wealth Management
Wisconsin
$7.34K +$6.06K +19 +475%
KWAG
374
Kiely Wealth Advisory Group
North Carolina
$7.03K – – –
WB
375
Webster Bank
Connecticut
$7.02K – – –
13 14
15
16 17