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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.

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 Market Value Shares Shares
Change 		Shares
Change %
NC
51
Nicholas Company
Wisconsin
$19.1M 56,630 +30,320 +115%
Swiss National Bank
52
Swiss National Bank
Switzerland
$18.5M 54,800 +600 +1%
CAM
53
Congress Asset Management
Massachusetts
$16.5M 49,043 +7,416 +18%
Raymond James Financial
54
Raymond James Financial
Florida
$16.5M 48,986 +48,986 New
Legal & General Group
55
Legal & General Group
United Kingdom
$15.6M 46,245 +113 +0.2%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$15.1M 44,829 -3,236 -7%
TC
57
TownSquare Capital
Utah
$14.2M 42,075 +116 +0.3%
Qube Research & Technologies (QRT)
58
Qube Research & Technologies (QRT)
United Kingdom
$14.1M 42,000 +9,927 +31%
CI Investments Inc
59
CI Investments Inc
Ontario, Canada
$13M 38,720 -3,826 -9%
AG
60
Algert Global
California
$12.5M 37,086 +11,577 +45%
SBH
61
Segall Bryant & Hamill
Illinois
$12.4M 36,832 +2,927 +9%
Two Sigma Investments
62
Two Sigma Investments
New York
$12.2M 36,237 +36,237 New
BWP
63
Barlow Wealth Partners
Kentucky
$11.8M 35,962 +1,818 +5%
AllianceBernstein
64
AllianceBernstein
Tennessee
$11.7M 34,728 +1,727 +5%
Retirement Systems of Alabama
65
Retirement Systems of Alabama
Alabama
$11.1M 32,851 +66 +0.2%
Teacher Retirement System of Texas
66
Teacher Retirement System of Texas
Texas
$11M 32,751 +24,325 +289%
Asset Management One
67
Asset Management One
Japan
$10.5M 31,135 -5,614 -15%
Ameriprise
68
Ameriprise
Minnesota
$10.5M 31,074 -977 -3%
CF
69
Corebridge Financial
Texas
$10.4M 30,875 -1,353 -4%
First Trust Advisors
70
First Trust Advisors
Illinois
$10.1M 29,886 +1,681 +6%
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$9.47M 28,121 +1,008 +4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
72
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.4M 27,906 +4,975 +22%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$8.75M 25,970 -247 -0.9%
KCM
74
Kornitzer Capital Management
Kansas
$8.7M 25,834 -490 -2%
MGWM
75
Marks Group Wealth Management
Minnesota
$8.51M 25,261 +171 +0.7%
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