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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 Market Value Shares Shares
Change 		Shares
Change %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
76
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.32M 22,931 +16,931 +282%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.3M 22,886 -232 -1%
Canada Life
78
Canada Life
Manitoba, Canada
$7.23M 22,674 +2,179 +11%
Fisher Asset Management
79
Fisher Asset Management
Washington
$6.81M 21,342 +1,334 +7%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$6.59M 20,663 -1,425 -6%
CLGM
81
Capitolis Liquid Global Markets
New York
$6.06M 19,000 – –
Stifel Financial
82
Stifel Financial
Missouri
$5.86M 18,349 -421 -2%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$5.83M 18,255 +580 +3%
UBS Group
84
UBS Group
Switzerland
$5.67M 17,764 +6,596 +59%
Barclays
85
Barclays
United Kingdom
$5.29M 16,563 +2,751 +20%
HighTower Advisors
86
HighTower Advisors
Illinois
$5.11M 15,966 -176 -1%
Victory Capital Management
87
Victory Capital Management
Texas
$5.06M 15,843 +1,789 +13%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$4.94M 15,475 -2,376 -13%
SAA
89
Southeast Asset Advisors
Georgia
$4.9M 15,368 -5,016 -25%
SOADOR
90
State of Alaska Department of Revenue
Alaska
$4.85M 15,202 +315 +2%
MIM
91
MetLife Investment Management
New Jersey
$4.84M 15,159 +179 +1%
Daiwa Securities Group
92
Daiwa Securities Group
Japan
$4.82M 15,115 -1,350 -8%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$4.73M 14,816 -396 -3%
MOACM
94
Mutual of America Capital Management
New York
$4.65M 14,584 -347 -2%
MFAM
95
Motley Fool Asset Management
Virginia
$4.57M 14,434 +237 +2%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$4.43M 13,879 +7,579 +120%
TI
97
Trexquant Investment
Connecticut
$4.42M 13,841 +6,110 +79%
QT
98
Quantbot Technologies
New York
$4.39M 13,769 +9,937 +259%
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$4.36M 13,646 +10,127 +288%
Man Group
100
Man Group
United Kingdom
$4.31M 13,505 -5,578 -29%
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4
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