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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 %
MCM
376
Manchester Capital Management
Vermont
$1.54K 5 – –
CWC
377
Carolinas Wealth Consulting
North Carolina
$1.29K 4 +4 New
RS
378
Rakuten Securities
Japan
$1.23K 4 +4 New
AAP
379
Arax Advisory Partners
Colorado
$926 3 – –
SAM
380
Smartleaf Asset Management
Massachusetts
$924 3 +3 New
AFG
381
Albion Financial Group
Utah
$617 2 +2 New
PFBT
382
Parkside Financial Bank & Trust
Missouri
$309 1 – –
TFM
383
TFC Financial Management
Massachusetts
$309 1 +1 New
AWM
384
Activest Wealth Management
Florida
– – -681 Closed
PI
385
PEAK6 Investments
Illinois
– – -13,320 Closed
AP
386
Advisors Preferred
Maryland
– – -9,336 Closed
Mawer Investment Management
387
Mawer Investment Management
Alberta, Canada
– – -8,736 Closed
PE
388
Point72 Europe
United Kingdom
– – -6,136 Closed
Susquehanna International Group
389
Susquehanna International Group
Pennsylvania
– – -4,295 Closed
VI
390
Versor Investments
New York
– – -3,000 Closed
Holocene Advisors
391
Holocene Advisors
New York
– – -2,970 Closed
NRD
392
Nebula Research & Development
New York
– – -2,608 Closed
GS
393
GTS Securities
New York
– – -2,035 Closed
PHS
394
Pekin Hardy Strauss
Illinois
– – -1,225 Closed
DTL
395
Dynamic Technology Lab
Singapore
– – -953 Closed
Wolverine Trading
396
Wolverine Trading
Illinois
– – -912 Closed
TCM
397
Teza Capital Management
Illinois
– – -751 Closed
ODG
398
O'Dell Group
Ohio
– – -166 Closed
AF
399
Advisornet Financial
Minnesota
– – -91 Closed
AS
400
Altshuler Shaham
Israel
– – -66 Closed
13 14 15
16
17