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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 Market Value Shares Shares
Change 		Shares
Change %
SI
51
Scout Investments
Missouri
$12.7M 42,893 +344 +0.8%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$12.6M 42,189 +28,894 +217%
TC
53
TownSquare Capital
Utah
$12.5M 42,416 +833 +2%
NW
54
NewEdge Wealth
Pennsylvania
$11.3M 38,203 +38,203 New
CAM
55
Congress Asset Management
Massachusetts
$10.5M 35,616 +6,229 +21%
Asset Management One
56
Asset Management One
Japan
$10.5M 35,660 -775 -2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$10.5M 35,476 +1,232 +4%
BWP
58
Barlow Wealth Partners
Kentucky
$10.2M 33,503 +585 +2%
First Trust Advisors
59
First Trust Advisors
Illinois
$10M 33,788 +4,631 +16%
SBH
60
Segall Bryant & Hamill
Illinois
$9.86M 33,341 +4,406 +15%
CF
61
Corebridge Financial
Texas
$9.86M 33,313 +33,313 New
Retirement Systems of Alabama
62
Retirement Systems of Alabama
Alabama
$9.52M 32,182 -527 -2%
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$9.37M 31,658 +31,658 New
Ameriprise
64
Ameriprise
Minnesota
$8.79M 29,711 -1,136 -4%
N
65
Natixis
France
$8.58M 29,000 – –
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$8M 27,040 +1,380 +5%
NC
67
Nicholas Company
Wisconsin
$7.78M 26,310 – –
KCM
68
Kornitzer Capital Management
Kansas
$7.78M 26,284 -497 -2%
Bank of Nova Scotia
69
Bank of Nova Scotia
Ontario, Canada
$7.38M 24,935 -16,632 -40%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$7.36M 24,883 -1,758 -7%
MFWM
71
Motley Fool Wealth Management
Virginia
$7.34M 24,808 +1,022 +4%
MGWM
72
Marks Group Wealth Management
Minnesota
$7.3M 24,667 +318 +1%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.84M 23,118 -359 -2%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$6.81M 23,024 -11,441 -33%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$6.53M 22,088 -325 -1%
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