MORN icon

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 %
EWA
376
EverSource Wealth Advisors
Alabama
$6.06K – – –
MPWT
377
MassMutual Private Wealth & Trust
Connecticut
$6.06K +$3.19K +10 +111%
APW
378
Atlantic Private Wealth
North Carolina
$5.11K – – –
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$4.79K – – –
ADL
380
Asset Dedication LLC
California
$4.15K – – –
S
381
Sachetta
Massachusetts
$3.19K – – –
WPA
382
West Paces Advisors
Georgia
$3.19K – – –
HWM
383
Hemington Wealth Management
Virginia
$3K +$3K +12 New
TIM
384
Tortoise Investment Management
New York
$2.87K – – –
CPA
385
Capital Performance Advisors
California
$2.87K +$2.87K +9 New
FMII
386
Farmers & Merchants Investments Inc
Nebraska
$2.55K – – –
FGC
387
Financial Gravity Companies
Texas
$2.55K +$2.55K +8 New
DPW
388
DiNuzzo Private Wealth
Pennsylvania
$2.23K – – –
TPCW
389
TD Private Client Wealth
New York
$2.23K +$2.23K +7 New
SIC
390
SJS Investment Consulting
Ohio
$1.92K – – –
HI
391
Harbour Investments
Wisconsin
$1.92K – – –
FCM
392
Fourpath Capital Management
Oklahoma
$1.92K +$1.92K +6 New
MA
393
Montag & Associates
Georgia
$1.81K – – –
MCM
394
Manchester Capital Management
Vermont
$1.6K – – –
JFA
395
JNBA Financial Advisors
Minnesota
$1.6K – – –
W
396
WealthCollab
Washington
$1.6K – – –
WTC
397
WhitTier Trust Company
Nevada
$1.6K +$1.6K +5 New
CWC
398
Carolinas Wealth Consulting
North Carolina
$1.56K – – –
ATS
399
Ashton Thomas Securities
New York
$1.28K +$1.28K +4 New
CJ
400
Caitlin John
Michigan
$692 -$1.5M -4,329 -100%
14 15
16
17 18