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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 %
AAM
451
Azzad Asset Management
Virginia
– -$2.65M -8,294 Closed
IIM
452
INTECH Investment Management
Florida
– -$2.48M -7,773 Closed
AFA
453
Abacus FCF Advisors
Florida
– -$1.55M -4,849 Closed
EP
454
Edgestream Partners
New Jersey
– -$1.52M -4,778 Closed
BCIM
455
Black Creek Investment Management
Ontario, Canada
– -$925K -2,900 Closed
WJWM
456
Williams Jones Wealth Management
New York
– -$830K -2,600 Closed
JFG
457
Jefferies Financial Group
New York
– -$739K -2,317 Closed
VF
458
Virtu Financial
New York
– -$565K -1,771 Closed
SPS
459
Susquehanna Portfolio Strategies
Pennsylvania
– -$431K -1,352 Closed
NRD
460
Nebula Research & Development
New York
– -$423K -1,327 Closed
Mercer Global Advisors
461
Mercer Global Advisors
Colorado
– -$403K -1,273 Closed
SPA
462
Sherbrooke Park Advisers
New York
– -$398K -1,247 Closed
HBT
463
Heartland Bank & Trust
Illinois
– -$361K -1,130 Closed
Walleye Capital
464
Walleye Capital
New York
– -$301K -944 Closed
CGIM
465
Cannon Global Investment Management
Florida
– -$287K -900 Closed
STA
466
Summit Trail Advisors
New York
– -$258K -810 Closed
Marshall Wace
467
Marshall Wace
United Kingdom
– -$229K -718 Closed
BIC
468
Beach Investment Counsel
Pennsylvania
– -$128K -400 Closed
DIP
469
DT Investment Partners
Pennsylvania
– -$38.3K -120 Closed
EC
470
Elequin Capital
New York
– -$29.7K -93 Closed
Acadian Asset Management
471
Acadian Asset Management
Massachusetts
– -$20K -63 Closed
CPA
472
Capital Performance Advisors
California
– -$2.87K -9 Closed
FCM
473
Fourpath Capital Management
Oklahoma
– -$1.92K -6 Closed
ATS
474
Ashton Thomas Securities
New York
– -$1.28K -4 Closed
CA
475
Claris Advisors
Missouri
– -$319 -1 Closed
15 16 17 18
19