MORN icon

Morningstar
MORN

Overview Fund Activity

383 hedge funds and large institutions have $7.92B invested in Morningstar in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 136 increasing their positions, 113 reducing their positions, and 23 closing their positions.

Holders
383
Holders Change
+31
Holders Change %
+8.81%
% of All Funds
5.55%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
56
Increased
136
Reduced
113
Closed
23
Calls
$5.37M
Puts
$5.71M
Net Calls
-$339K
Net Calls Change
+$9.42M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$524M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$244M
3
MGP
3
M&G plc
United Kingdom
$52.3M
4
Millennium Management
4
Millennium Management
New York
$38.9M
5
BlackRock
5
BlackRock
New York
$755M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$597M
2
Select Equity Group
2
Select Equity Group
New York
$800M
3
Ameriprise
3
Ameriprise
Minnesota
$9.51M
4
PIMC
4
Praesidium Investment Management Company
New York
$43.2M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$10.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$52.9M 171,468 -23,467 -12%
MGP
27
M&G plc
United Kingdom
$52.3M 169,783 +169,783 New
ACM
28
American Capital Management
New York
$44.2M 143,256 +529 +0.4%
PIMC
29
Praesidium Investment Management Company
New York
$43.2M 140,192 -37,003 -21%
SEI Investments
30
SEI Investments
Pennsylvania
$39.1M 126,932 +3,482 +3%
Millennium Management
31
Millennium Management
New York
$38.9M 126,064 +124,661 +8,885%
CCM
32
Copeland Capital Management
Pennsylvania
$32.3M 104,693 +4,362 +4%
Wells Fargo
33
Wells Fargo
California
$31.5M 102,054 +323 +0.3%
Parnassus Investments
34
Parnassus Investments
California
$29.2M 94,728 – –
Nuveen Asset Management
35
Nuveen Asset Management
Illinois
$27.1M 87,876 +1,209 +1%
CRM
36
Cramer Rosenthal McGlynn
Connecticut
$26.3M 85,435 -7,030 -8%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$24.9M 80,807 +41,270 +104%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$23.1M 74,880 -2,552 -3%
CIM
39
Confluence Investment Management
Missouri
$21M 68,054 -3,337 -5%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$20.1M 65,167 -439 -0.7%
CC
41
Chicago Capital
Illinois
$18.2M 59,168 -635 -1%
UBS AM
42
UBS AM
Illinois
$15.7M 50,984 +4,080 +9%
Swiss National Bank
43
Swiss National Bank
Switzerland
$15.6M 50,600 +100 +0.2%
CS
44
Credit Suisse
Switzerland
$14.8M 47,934 +328 +0.7%
DDC
45
DF Dent & Co
Maryland
$14.5M 47,169 -260 -0.5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$14.3M 46,416 +6,525 +16%
CI Investments Inc
47
CI Investments Inc
Ontario, Canada
$13.7M 44,502 +647 +1%
SI
48
Scout Investments
Missouri
$13M 42,549 +18,345 +76%
TC
49
TownSquare Capital
Utah
$12.8M 41,583 +10,091 +32%
Bank of Nova Scotia
50
Bank of Nova Scotia
Ontario, Canada
$12.8M 41,567 +18,698 +82%
1
2
3 4 5