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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 %
CFB
351
Cullen/Frost Bankers
Texas
$126K – – –
WSFS
352
Wilmington Savings Fund Society
Delaware
$122K +$122K +361 New
MAM
353
Meeder Asset Management
Ohio
$111K – – –
BF
354
BOK Financial
Oklahoma
$109K – – –
VCM
355
Versant Capital Management
Arizona
$96K +$13.1K +39 +16%
HIA
356
Harbor Investment Advisory
Maryland
$95.3K – – –
MB
357
Mizuho Bank
Japan
$94.3K +$94.3K +280 New
WT
358
Whittier Trust
California
$91.3K +$35.7K +106 +64%
WA
359
WPG Advisers
Maryland
$82.5K +$82.5K +245 New
CFO
360
CVA Family Office
Colorado
$77.5K – – –
HFM
361
Harvest Fund Management
China
$73K -$173K -517 -70%
JFGIW
362
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.7K +$70.7K +215 New
SPIA
363
Steward Partners Investment Advisory
New York
$64.7K +$8.76K +26 +16%
Nisa Investment Advisors
364
Nisa Investment Advisors
Missouri
$62K – – –
FHA
365
First Horizon Advisors
Tennessee
$57.8K – – –
HT
366
Headlands Technologies
Illinois
$57.2K -$475K -1,410 -89%
ACM
367
Aster Capital Management
United Arab Emirates
$54.9K -$31.3K -93 -36%
LAMC
368
Longview Asset Management (California)
California
$52.2K +$52.2K +155 New
Mirae Asset Global ETFs Holdings
369
Mirae Asset Global ETFs Holdings
Hong Kong
$48.6K -$9.79K -29 -17%
QC
370
Quent Capital
New York
$47.5K – – –
VSQM
371
V-Square Quantitative Management
Illinois
$46.8K +$15.5K +46 +49%
CFGS
372
Concourse Financial Group Securities
Alabama
$41.3K +$4.62K +14 +13%
VWM
373
Venturi Wealth Management
Texas
$41.1K +$337 +1 +0.8%
RS
374
R Squared
Hong Kong
$40.4K +$40.4K +120 New
PD
375
Point72 (DIFC)
United Arab Emirates
$40K +$40K +119 New
13 14
15
16 17