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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 Market Value Shares Shares
Change 		Shares
Change %
HI
426
Horizon Investments
North Carolina
$2.35K 7 +7 New
CWC
427
Carolinas Wealth Consulting
North Carolina
$2.29K 7 +2 +40%
HI
428
Harbour Investments
Wisconsin
$2.02K 6 – –
MA
429
Montag & Associates
Georgia
$1.91K 6 – –
FNWA
430
Financial Network Wealth Advisors
Utah
$1.68K 5 -76 -94%
SIC
431
SJS Investment Consulting
Ohio
$1.68K 5 -1 -17%
JFA
432
JNBA Financial Advisors
Minnesota
$1.68K 5 – –
W
433
WealthCollab
Washington
$1.68K 5 – –
MCM
434
Manchester Capital Management
Vermont
$1.68K 5 – –
AF
435
Advisornet Financial
Minnesota
$1.68K 5 +5 New
HCP
436
Hexagon Capital Partners
Arkansas
$1.01K 3 +3 New
LFG
437
Larson Financial Group
Missouri
$1.01K 3 +3 New
CJ
438
Caitlin John
Michigan
$674 2 – –
AFG
439
Albion Financial Group
Utah
$674 2 – –
HWA
440
HHM Wealth Advisors
Tennessee
$674 2 +2 New
CIAM
441
Caitong International Asset Management
Hong Kong
$674 2 +2 New
PFBT
442
Parkside Financial Bank & Trust
Missouri
$337 1 – –
TFM
443
TFC Financial Management
Massachusetts
$337 1 – –
PWM
444
Parkworth Wealth Management
California
$337 1 +1 New
GFPC
445
Global Financial Private Client
Florida
$337 1 +1 New
WCM
446
WealthTrak Capital Management
Virginia
$337 1 +1 New
AWM
447
Activest Wealth Management
Florida
– – – –
Canada Pension Plan Investment Board
448
Canada Pension Plan Investment Board
Ontario, Canada
– – -27,958 Closed
TI
449
Trexquant Investment
Connecticut
– – -13,841 Closed
CCIA
450
Campbell & Co Investment Adviser
Maryland
– – -8,867 Closed
16 17
18
19 20