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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 %
PP
401
PDT Partners
New York
– -$713K -2,311 Closed
I
402
InceptionR
California
– -$693K -2,247 Closed
SWS
403
SYSTM Wealth Solutions
Illinois
– -$672K -2,180 Closed
Twin Tree Management
404
Twin Tree Management
Texas
– -$663K -2,150 Closed
GCM
405
Graham Capital Management
Connecticut
– -$625K -2,028 Closed
PHK
406
Point72 Hong Kong
Hong Kong
– -$602K -1,952 Closed
SSA
407
Schonfeld Strategic Advisors
New York
– -$599K -1,944 Closed
YIH
408
Y-Intercept (HK)
Hong Kong
– -$566K -1,836 Closed
Verition Fund Management
409
Verition Fund Management
Connecticut
– -$546K -1,771 Closed
VF
410
Virtu Financial
New York
– -$406K -1,316 Closed
MS
411
Maven Securities
Jersey
– -$401K -1,300 Closed
PRC
412
Pearl River Capital
Michigan
– -$362K -1,174 Closed
QC
413
Quadrature Capital
United Kingdom
– -$269K -872 Closed
GT
414
Glenview Trust
Kentucky
– -$215K -696 Closed
SP
415
Symmetry Partners
Connecticut
– -$209K -677 Closed
MYAM
416
Meiji Yasuda Asset Management
Japan
– -$206K -667 Closed
RWM
417
Ritholtz Wealth Management
New York
– -$201K -651 Closed
SOW
418
State of Wyoming
Wyoming
– -$101K -328 Closed
Macquarie Group
419
Macquarie Group
Australia
– -$5K -16 Closed
AWM
420
Avior Wealth Management
Nebraska
– -$4.63K -15 Closed
MG
421
Mather Group
Illinois
– -$3.72K -13 Closed
FPB
422
First PREMIER Bank
South Dakota
– -$2K -7 Closed
TFM
423
TFC Financial Management
Massachusetts
– -$309 -1 Closed
13 14 15 16
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