Morningstar
MORN
450 hedge funds and large institutions have $8.67B invested in Morningstar in 2024 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 157 increasing their positions, 145 reducing their positions, and 28 closing their positions.
355% more call options, than puts
Call options by funds: $4.75M | Put options by funds: $1.04M
168% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 28
10% more funds holding
Funds holding: 410 → 450 (+40)
5% more capital invested
Capital invested by funds: $8.25B → $8.67B (+$421M)
8% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 145
0.33% less ownership
Funds ownership: 60.37% → 60.03% (-0.33%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$57.4M |
| 2 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
+$51.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$44.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$34.2M |
| 5 |
BlackRock
New York
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$131M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$86.5M |
| 3 |
Millennium Management
New York
|
-$70.8M |
| 4 |
Amundi
Paris,
France
|
-$65.6M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$63.3M |
MORN Hedge Fund Activity: Q4 2024 in Review
450 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Morningstar (MORN) for Q4 2024, worth a combined $8.67B — up 5.1% from $8.25B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new MORN positions and 28 closed out — a net gain of 47 holders — while 157 added to existing stakes and 145 trimmed.
The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $57.4M. The largest seller was Select Equity Group, cutting an estimated $131M.
- 450 institutional investors held Morningstar (MORN) as of Q4 2024, up from 410 in Q3 2024.
- Funds reported $8.67B of Morningstar stock for Q4 2024, up 5.1% quarter-over-quarter.
- 75 funds opened new Morningstar positions in Q4 2024 and 28 closed out, a net change of +47 holders.
- The largest Morningstar buyer in Q4 2024 was Balyasny Asset Management, an estimated $57.4M added.
- The largest Morningstar seller in Q4 2024 was Select Equity Group, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2024.