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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 %
CAM
51
Congress Asset Management
Massachusetts
$13.3M +$1.92M +6,011 +17%
CSS
52
Cubist Systematic Strategies
Connecticut
$13.2M +$12.7M +39,817 +2,479%
SI
53
Scout Investments
Missouri
$13.2M -$1.37M -4,030 -9%
Asset Management One
54
Asset Management One
Japan
$11.7M +$347K +1,089 +3%
SBH
55
Segall Bryant & Hamill
Illinois
$10.8M +$180K +564 +2%
BWP
56
Barlow Wealth Partners
Kentucky
$10.7M +$201K +641 +2%
AllianceBernstein
57
AllianceBernstein
Tennessee
$10.5M -$790K -2,475 -7%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$10.5M +$192K +603 +2%
CF
59
Corebridge Financial
Texas
$10.3M -$346K -1,085 -3%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$10.2M +$5.71M +17,905 +126%
Ameriprise
61
Ameriprise
Minnesota
$10.2M +$747K +2,340 +8%
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$10.2M +$2.23M +6,991 +28%
N
63
Natixis
France
$10.2M +$926K +2,902 +10%
First Trust Advisors
64
First Trust Advisors
Illinois
$9M -$1.78M -5,583 -17%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$8.92M +$4.15M +13,000 +87%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$8.65M +$4.15M +13,005 +92%
Arrowstreet Capital
67
Arrowstreet Capital
Massachusetts
$8.52M +$3.66M +11,457 +75%
KCM
68
Kornitzer Capital Management
Kansas
$8.4M +$12.8K +40 +0.2%
NC
69
Nicholas Company
Wisconsin
$8.4M – – –
California State Teachers Retirement System (CalSTRS)
70
California State Teachers Retirement System (CalSTRS)
California
$8.37M -$263K -823 -3%
AG
71
Algert Global
California
$8.14M +$1.67M +5,220 +26%
MGWM
72
Marks Group Wealth Management
Minnesota
$8.01M +$135K +423 +2%
MSE
73
MUFG Securities EMEA
United Kingdom
$7.98M +$7.98M +25,000 New
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$7.94M – – –
MFWM
75
Motley Fool Wealth Management
Virginia
$7.81M -$109K -343 -1%
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