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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 Holding Trade Value Shares
Change 		Shares
Change %
TPSF
76
Texas Permanent School Fund
Texas
$6.29M -$454K -1,533 -7%
Canada Life
77
Canada Life
Manitoba, Canada
$6.07M +$829K +2,799 +16%
SAA
78
Southeast Asset Advisors
Georgia
$6.03M -$48.5K -164 -0.8%
AG
79
Algert Global
California
$6M +$857K +2,898 +17%
Fisher Asset Management
80
Fisher Asset Management
Washington
$5.92M +$4.44K +15 +0.1%
Man Group
81
Man Group
United Kingdom
$5.65M +$489K +1,653 +9%
CLGM
82
Capitolis Liquid Global Markets
New York
$5.62M – – –
Stifel Financial
83
Stifel Financial
Missouri
$5.55M +$55.6K +188 +1%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$5.28M +$106K +358 +2%
Ensign Peak Advisors
85
Ensign Peak Advisors
Utah
$5.23M +$1.27M +4,300 +32%
Daiwa Securities Group
86
Daiwa Securities Group
Japan
$4.87M -$438K -1,480 -8%
HighTower Advisors
87
HighTower Advisors
Illinois
$4.78M +$55.7K +188 +1%
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$4.51M +$1.03M +3,477 +30%
Neuberger Berman Group
89
Neuberger Berman Group
New York
$4.5M -$81.7K -276 -2%
MIM
90
MetLife Investment Management
New Jersey
$4.43M -$114K -385 -3%
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$4.43M – – –
MOACM
92
Mutual of America Capital Management
New York
$4.42M -$174K -587 -4%
SOADOR
93
State of Alaska Department of Revenue
Alaska
$4.4M – – –
MFAM
94
Motley Fool Asset Management
Virginia
$4.23M -$175K -588 -4%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$4.2M -$4.2M -14,121 -50%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$4.19M +$992K +3,353 +31%
Victory Capital Management
97
Victory Capital Management
Texas
$4.16M -$47.9K -162 -1%
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
$4.11M +$799K +2,700 +24%
Barclays
99
Barclays
United Kingdom
$4.09M -$6.27M -21,181 -61%
YIA
100
YHB Investment Advisors
Connecticut
$4.02M -$130K -439 -3%
2 3
4
5 6