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Morningstar
MORN

Overview Fund Activity

405 hedge funds and large institutions have $8.14B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 105 reducing their positions, and 34 closing their positions.

Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
162
Reduced
105
Closed
34
Calls
$5.55M
Puts
$1.53M
Net Calls
+$4.02M
Net Calls Change
+$5.05M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$158M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$383M
3
WA
3
Wasatch Advisors
Utah
$222M
4
Invesco
4
Invesco
Georgia
$37.4M
5
BFM
5
Boston Financial Management
Massachusetts
$19.7M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$561M
2
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$333M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$0
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$90.3M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Renaissance Technologies
26
Renaissance Technologies
New York
$58.5M +$2.11M +6,600 +4%
MGP
27
M&G plc
United Kingdom
$58.3M +$3.1M +9,703 +6%
ACM
28
American Capital Management
New York
$46M -$189K -592 -0.4%
SEI Investments
29
SEI Investments
Pennsylvania
$43.1M +$2.25M +7,039 +5%
Citadel Advisors
30
Citadel Advisors
Florida
$37.7M +$10.3M +32,160 +37%
Invesco
31
Invesco
Georgia
$37.4M +$23M +72,170 +160%
CCM
32
Copeland Capital Management
Pennsylvania
$34.2M +$659K +2,064 +2%
PIMC
33
Praesidium Investment Management Company
New York
$31.5M – – –
UBS AM
34
UBS AM
Illinois
$28.3M +$1.98M +6,205 +8%
Wells Fargo
35
Wells Fargo
California
$28.3M -$400K -1,252 -1%
DDC
36
DF Dent & Co
Maryland
$28.2M +$10.7M +33,595 +61%
Principal Financial Group
37
Principal Financial Group
Iowa
$27.1M -$8.01M -25,095 -23%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$24.6M +$474K +1,484 +2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$24.6M +$1.28M +3,999 +5%
Nuveen Asset Management
40
Nuveen Asset Management
Illinois
$22.8M -$137K -430 -0.6%
Parnassus Investments
41
Parnassus Investments
California
$22.7M – – –
CIM
42
Confluence Investment Management
Missouri
$20.6M -$173K -543 -0.8%
BFM
43
Boston Financial Management
Massachusetts
$19.7M +$19.7M +61,625 New
CC
44
Chicago Capital
Illinois
$18.6M -$78.5K -246 -0.4%
Nordea Investment Management
45
Nordea Investment Management
Sweden
$17.6M -$928K -2,932 -5%
Swiss National Bank
46
Swiss National Bank
Switzerland
$17.3M -$160K -500 -0.9%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$15.3M -$416K -1,303 -3%
Legal & General Group
48
Legal & General Group
United Kingdom
$14.7M +$804K +2,520 +6%
CI Investments Inc
49
CI Investments Inc
Ontario, Canada
$13.6M -$977K -3,063 -7%
TC
50
TownSquare Capital
Utah
$13.4M -$146K -457 -1%
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