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Morningstar
MORN

Overview Fund Activity

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K

Top Buyers

1
Amundi
1
Amundi
France
$57.9M
2
Millennium Management
2
Millennium Management
New York
$94.7M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$810M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$280M
5
BlackRock
5
BlackRock
New York
$750M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$452M
2
Select Equity Group
2
Select Equity Group
New York
$720M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$334M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$107M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$52.3M -$2.85M -9,630 -5%
MGP
27
M&G plc
United Kingdom
$51.2M +$983K +3,322 +2%
Goldman Sachs
28
Goldman Sachs
New York
$50.5M -$12.8M -43,157 -20%
ACM
29
American Capital Management
New York
$42.8M +$464K +1,567 +1%
SEI Investments
30
SEI Investments
Pennsylvania
$37.9M +$321K +1,084 +0.9%
Principal Financial Group
31
Principal Financial Group
Iowa
$32.5M -$23M -77,691 -41%
CCM
32
Copeland Capital Management
Pennsylvania
$31.1M +$81.4K +275 +0.3%
PIMC
33
Praesidium Investment Management Company
New York
$29.2M -$12.3M -41,426 -30%
Wells Fargo
34
Wells Fargo
California
$26.6M -$3.62M -12,226 -12%
Citadel Advisors
35
Citadel Advisors
Florida
$25.4M +$25.4M +85,802 +79,446%
UBS AM
36
UBS AM
Illinois
$24.4M +$9.32M +31,490 +62%
CRM
37
Cramer Rosenthal McGlynn
Connecticut
$23.6M -$1.71M -5,789 -7%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$22.4M +$257K +869 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$21.6M -$2.31M -7,810 -10%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$21.3M -$4.72M -15,952 -18%
Parnassus Investments
41
Parnassus Investments
California
$21M -$7.01M -23,694 -25%
CIM
42
Confluence Investment Management
Missouri
$19.2M -$911K -3,079 -5%
CC
43
Chicago Capital
Illinois
$17.3M -$215K -726 -1%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$17.3M -$1.98M -6,693 -10%
DDC
45
DF Dent & Co
Maryland
$16.2M +$2.25M +7,614 +16%
Swiss National Bank
46
Swiss National Bank
Switzerland
$16.2M +$1.21M +4,100 +8%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$14.6M +$873K +2,952 +6%
CI Investments Inc
48
CI Investments Inc
Ontario, Canada
$13.5M +$327K +1,107 +2%
Invesco
49
Invesco
Georgia
$13.3M +$1.17M +3,938 +10%
Legal & General Group
50
Legal & General Group
United Kingdom
$12.9M +$615K +2,079 +5%
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