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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 %
Russell Investments Group
76
Russell Investments Group
United Kingdom
$6.91M 22,413 +82 +0.4%
SAA
77
Southeast Asset Advisors
Georgia
$6.34M 20,548 -1,656 -7%
Fisher Asset Management
78
Fisher Asset Management
Washington
$6.17M 19,993 -2,962 -13%
UBS Group
79
UBS Group
Switzerland
$6M 19,446 +8,143 +72%
CLGM
80
Capitolis Liquid Global Markets
New York
$5.86M 19,000 +19,000 New
Stifel Financial
81
Stifel Financial
Missouri
$5.73M 18,582 +357 +2%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$5.53M 17,945 -5,660 -24%
Canada Life
83
Canada Life
Manitoba, Canada
$5.45M 17,696 +1,997 +13%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$5.41M 26,641 +218 +0.8%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$5.39M 17,493 -1,557 -8%
Man Group
86
Man Group
United Kingdom
$5.37M 17,430 -2,971 -15%
AG
87
Algert Global
California
$5.36M 17,391 +972 +6%
RJA
88
Raymond James & Associates
Florida
$4.98M 16,155 +240 +2%
HighTower Advisors
89
HighTower Advisors
Illinois
$4.93M 15,954 +6,767 +74%
MOACM
90
Mutual of America Capital Management
New York
$4.79M 15,518 -577 -4%
Neuberger Berman Group
91
Neuberger Berman Group
New York
$4.78M 15,488 +2,734 +21%
MIM
92
MetLife Investment Management
New Jersey
$4.74M 15,365 -374 -2%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$4.61M 14,958 -20,042 -57%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$4.59M 14,887 – –
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$4.56M 14,787 – –
MFAM
96
Motley Fool Asset Management
Virginia
$4.56M 14,785 -392 -3%
AB
97
Amalgamated Bank
New York
$4.46M 14,468 -4,042 -22%
Victory Capital Management
98
Victory Capital Management
Texas
$4.38M 14,216 -1,370 -9%
YIA
99
YHB Investment Advisors
Connecticut
$4.33M 14,037 -55 -0.4%
IG
100
ING Group
Netherlands
$4.32M 14,000 +14,000 New
2 3
4
5 6