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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.

New
Increased
Maintained
Reduced
Closed
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 %
Renaissance Technologies
26
Renaissance Technologies
New York
$63.4M +$1.65M +4,900 +3%
MGP
27
M&G plc
United Kingdom
$59.5M -$2.07M -6,138 -3%
RA
28
Royce & Associates
New York
$57.5M -$6.94M -20,610 -11%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$56.6M +$56.6M +168,026 New
PFM
30
Premier Fund Managers
United Kingdom
$50.7M +$50.7M +150,000 New
SEI Investments
31
SEI Investments
Pennsylvania
$46.1M +$634K +1,884 +1%
ACM
32
American Capital Management
New York
$43.3M -$5.23M -15,539 -11%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$39.5M +$30.5M +90,466 +339%
UBS Group
34
UBS Group
Switzerland
$36.3M +$30.3M +90,121 +507%
CCM
35
Copeland Capital Management
Pennsylvania
$35.5M -$549K -1,630 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$35.5M -$4.28M -12,713 -11%
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$33.8M +$33.8M +100,185 New
UBS AM
38
UBS AM
Illinois
$33.1M +$3.25M +9,658 +11%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$31.7M +$5.77M +17,139 +22%
PIMC
40
Praesidium Investment Management Company
New York
$30.3M -$2.93M -8,708 -9%
Nuveen Asset Management
41
Nuveen Asset Management
Illinois
$30.3M +$6.24M +18,535 +26%
Wells Fargo
42
Wells Fargo
California
$29.3M -$528K -1,568 -2%
DDC
43
DF Dent & Co
Maryland
$28.9M -$909K -2,700 -3%
Principal Financial Group
44
Principal Financial Group
Iowa
$26.5M -$2.09M -6,206 -7%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$26M -$30.6K -91 -0.1%
Parnassus Investments
46
Parnassus Investments
California
$23.6M -$311K -923 -1%
BFM
47
Boston Financial Management
Massachusetts
$22.2M +$1.45M +4,299 +7%
CIM
48
Confluence Investment Management
Missouri
$21.3M -$350K -1,039 -2%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$19.5M +$666K +1,963 +4%
CC
50
Chicago Capital
Illinois
$19.4M -$171K -509 -0.9%
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