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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 %
Legal & General Group
51
Legal & General Group
United Kingdom
$12.8M 41,533 +400 +1%
Invesco
52
Invesco
Georgia
$12.7M 41,032 -17,943 -30%
Asset Management One
53
Asset Management One
Japan
$11.2M 36,435 -1,851 -5%
CFM
54
Coronation Fund Managers
South Africa
$11M 35,811 -3,522 -9%
Barclays
55
Barclays
United Kingdom
$10.8M 34,993 +11,152 +47%
AIG
56
American International Group
New York
$10.7M 34,693 -712 -2%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$10.6M 34,465 -32,910 -49%
AllianceBernstein
58
AllianceBernstein
Tennessee
$10.6M 34,244 +637 +2%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$10.1M 32,709 +86 +0.3%
BWP
60
Barlow Wealth Partners
Kentucky
$10.1M 32,918 +1,012 +3%
Ameriprise
61
Ameriprise
Minnesota
$9.51M 30,847 -171,750 -85%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
62
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.07M 29,413 +29,413 New
CAM
63
Congress Asset Management
Massachusetts
$9.06M 29,387 +29,387 New
First Trust Advisors
64
First Trust Advisors
Illinois
$8.99M 29,157 +18,171 +165%
N
65
Natixis
France
$8.94M 29,000 +2,000 +7%
SBH
66
Segall Bryant & Hamill
Illinois
$8.92M 28,935 -697 -2%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$8.42M 28,229 +5,071 +22%
KCM
68
Kornitzer Capital Management
Kansas
$8.26M 26,781 -1,041 -4%
NC
69
Nicholas Company
Wisconsin
$8.11M 26,310 +5 +0%
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$7.91M 25,660 -1,409 -5%
CSS
71
Cubist Systematic Strategies
Connecticut
$7.77M 25,203 +25,203 New
MGWM
72
Marks Group Wealth Management
Minnesota
$7.51M 24,349 +325 +1%
MFWM
73
Motley Fool Wealth Management
Virginia
$7.34M 23,786 -223 -0.9%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.24M 23,477 +1,573 +7%
TPSF
75
Texas Permanent School Fund
Texas
$7.03M 22,796 +298 +1%
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