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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 %
AFG
401
Albion Financial Group
Utah
$639 – – –
PFBT
402
Parkside Financial Bank & Trust
Missouri
$320 – – –
FPFS
403
First Personal Financial Services
North Carolina
$320 +$320 +1 New
TFM
404
TFC Financial Management
Massachusetts
$320 +$320 +1 New
CA
405
Claris Advisors
Missouri
$319 +$319 +1 New
AWM
406
Activest Wealth Management
Florida
$136 -$126 – –
Norges Bank
407
Norges Bank
Norway
– -$96M -324,445 Closed
CRM
408
Cramer Rosenthal McGlynn
Connecticut
– -$23.6M -79,646 Closed
NW
409
NewEdge Wealth
Pennsylvania
– -$11.3M -38,203 Closed
Assenagon Asset Management
410
Assenagon Asset Management
Luxembourg
– -$9.37M -31,658 Closed
Balyasny Asset Management
411
Balyasny Asset Management
Illinois
– -$6.81M -23,024 Closed
TPSF
412
Texas Permanent School Fund
Texas
– -$6.29M -21,263 Closed
1832 Asset Management
413
1832 Asset Management
Ontario, Canada
– -$4.11M -13,900 Closed
SO
414
STRS Ohio
Ohio
– -$1.36M -4,602 Closed
BWM
415
BCGM Wealth Management
Indiana
– -$1.32M -4,460 Closed
VI
416
Versor Investments
New York
– -$1.04M -3,500 Closed
CPBTD
417
Central Pacific Bank - Trust Division
Hawaii
– -$946K -3,196 Closed
ECM
418
ExodusPoint Capital Management
New York
– -$713K -2,410 Closed
Baird Financial Group
419
Baird Financial Group
Wisconsin
– -$447K -1,510 Closed
CM
420
Capula Management
Cayman Islands
– -$422K -1,428 Closed
BFS
421
Bard Financial Services
Connecticut
– -$296K -1,000 Closed
FC
422
FORA Capital
Florida
– -$273K -922 Closed
SEC
423
Seven Eight Capital
New York
– -$253K -854 Closed
VA
424
Vident Advisory
Georgia
– -$247K -834 Closed
VAS
425
Vestmark Advisory Solutions
Massachusetts
– -$228K -771 Closed
14 15 16
17
18