Morningstar
MORN
MORN
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 |
1
Bank of America
Charlotte,
North Carolina
|
$524M |
| 2 |
2
Wellington Management Group
Boston,
Massachusetts
|
$244M |
| 3 |
MGP
3
M&G plc
London,
United Kingdom
|
$52.3M |
| 4 |
4
Millennium Management
New York
|
$38.9M |
| 5 |
5
BlackRock
New York
|
$755M |
Top Sellers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
401
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | – | -39 | Closed |
|
|
LFG
402
Larson Financial Group
St Louis,
Missouri
| – | – | -23 | Closed |
|
|
WTG
403
West Tower Group
Richmond,
Virginia
| – | – | -19 | Closed |
|
|
GI
404
Gradient Investments
Arden Hills,
Minnesota
| – | – | -11 | Closed |
|
|
GWS
405
Glassman Wealth Services
Vienna,
Virginia
| – | – | -2 | Closed |
|
406
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | – | -1 | Closed |
|
407
Simplex Trading
Chicago,
Illinois
| – | – | – | – |
|
408
Nomura Asset Management
Tokyo,
Japan
| – | – | – | – |
|