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Morningstar
MORN

Overview Fund Activity

446 hedge funds and large institutions have $8.66B invested in Morningstar in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 152 increasing their positions, 145 reducing their positions, and 28 closing their positions.

Holders
446
Holders Change
+41
Holders Change %
+10.12%
% of All Funds
5.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
152
Reduced
145
Closed
28
Calls
$4.75M
Puts
$1.04M
Net Calls
+$3.71M
Net Calls Change
-$312K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$56.6M
2
PFM
2
Premier Fund Managers
United Kingdom
$50.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M
4
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$33.8M
5
BlackRock
5
BlackRock
New York
$898M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$463M
2
Bank of America
2
Bank of America
North Carolina
$439M
3
Millennium Management
3
Millennium Management
New York
$96.9M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$342M
5
Amundi
5
Amundi
France
$235K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IFP Advisors
Florida
$9.43K +$337 +1 +4%
GRP
402
Global Retirement Partners
California
$8.76K -$337 -1 -4%
JWA
403
JFS Wealth Advisors
Pennsylvania
$8.42K – – –
LFA
404
LGT Financial Advisors
Texas
$7.75K – – –
WB
405
Webster Bank
Connecticut
$7.41K – – –
MPWT
406
MassMutual Private Wealth & Trust
Connecticut
$7.41K +$1.01K +3 +16%
SS
407
SBI Securities
Japan
$7.07K +$7.07K +21 New
EWA
408
EverSource Wealth Advisors
Alabama
$6.74K +$337 +1 +5%
KWAG
409
Kiely Wealth Advisory Group
North Carolina
$6.49K – – –
WA
410
Whipplewood Advisors
Colorado
$6.06K +$6.06K +18 New
HWM
411
Hemington Wealth Management
Virginia
$6K +$2.21K +7 +58%
AAP
412
Arax Advisory Partners
Colorado
$5.73K -$2.36K -7 -29%
APW
413
Atlantic Private Wealth
North Carolina
$5.39K – – –
Mitsubishi UFJ Asset Management
414
Mitsubishi UFJ Asset Management
Japan
$5.02K – – –
HNB
415
Huntington National Bank
Ohio
$4.38K -$18.9K -56 -81%
ADL
416
Asset Dedication LLC
California
$4.38K – – –
BOJHT
417
Bank of Jackson Hole Trust
Wyoming
$4.04K +$4.04K +12 New
WPA
418
West Paces Advisors
Georgia
$3.37K – – –
S
419
Sachetta
Massachusetts
$3.03K -$337 -1 -10%
TIM
420
Tortoise Investment Management
New York
$3.03K – – –
Simplex Trading
421
Simplex Trading
Illinois
$3K +$3K +11 New
FMII
422
Farmers & Merchants Investments Inc
Nebraska
$2.69K – – –
FGC
423
Financial Gravity Companies
Texas
$2.69K – – –
TPCW
424
TD Private Client Wealth
New York
$2.69K +$337 +1 +14%
DPW
425
DiNuzzo Private Wealth
Pennsylvania
$2.36K – – –
15 16
17
18 19