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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 %
DPW
376
DiNuzzo Private Wealth
Pennsylvania
$2.07K – – –
SIC
377
SJS Investment Consulting
Ohio
$1.78K – – –
HI
378
Harbour Investments
Wisconsin
$1.78K – – –
MA
379
Montag & Associates
Georgia
$1.68K – – –
MCM
380
Manchester Capital Management
Vermont
$1.48K – – –
JFA
381
JNBA Financial Advisors
Minnesota
$1.48K – – –
W
382
WealthCollab
Washington
$1.48K – – –
CWC
383
Carolinas Wealth Consulting
North Carolina
$1.45K +$289 +1 +25%
PD
384
Point72 (DIFC)
United Arab Emirates
$1.29K +$1.29K +4 New
RS
385
Rakuten Securities
Japan
$1.18K – – –
Northwestern Mutual Wealth Management
386
Northwestern Mutual Wealth Management
Wisconsin
$1.18K +$1.18K +4 New
AFG
387
Albion Financial Group
Utah
$592 – – –
AF
388
Advisornet Financial
Minnesota
$592 +$592 +2 New
A
389
AlphaQuest
New York
$296 -$339K -1,144 -100%
PFBT
390
Parkside Financial Bank & Trust
Missouri
$296 – – –
AWM
391
Activest Wealth Management
Florida
$126 -$131 – –
CFM
392
Coronation Fund Managers
South Africa
– -$11M -35,811 Closed
AIG
393
American International Group
New York
– -$10.7M -34,693 Closed
IG
394
ING Group
Netherlands
– -$4.32M -14,000 Closed
DA
395
Duality Advisers
Florida
– -$3.52M -11,401 Closed
Two Sigma Investments
396
Two Sigma Investments
New York
– -$2.1M -6,800 Closed
CWM
397
CIBC World Markets
New York
– -$1.97M -6,386 Closed
CCIA
398
Campbell & Co Investment Adviser
Maryland
– -$1.27M -4,120 Closed
SRL
399
Scientech Research LLC
New Jersey
– -$1.01M -3,283 Closed
ACM
400
Aquatic Capital Management
Illinois
– -$863K -2,800 Closed
13 14 15
16
17