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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 Holding Trade Value Shares
Change 		Shares
Change %
MSE
76
MUFG Securities EMEA
United Kingdom
$8.42M -$337 -1 -0%
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$8.37M -$10.1K -30 -0.1%
PI
78
PineBridge Investments
New York
$8.04M +$6.33M +18,793 +369%
MFWM
79
Motley Fool Wealth Management
Virginia
$7.94M -$246K -734 -3%
Canada Life
80
Canada Life
Manitoba, Canada
$7.72M +$106K +315 +1%
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.57M -$133K -394 -2%
Fisher Asset Management
82
Fisher Asset Management
Washington
$7.41M +$222K +659 +3%
VCM
83
Voleon Capital Management
California
$7.38M +$7.38M +21,915 New
Barclays
84
Barclays
United Kingdom
$7.23M +$1.65M +4,906 +30%
CI
85
Cooper Investors
Australia
$7.16M +$7.16M +21,273 New
Two Sigma Advisers
86
Two Sigma Advisers
New York
$6.94M +$6.16M +18,300 +796%
SIM
87
SW Investment Management
Colorado
$6.74M +$6.74M +20,000 New
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$6.4M -$4.35M -12,926 -40%
CLGM
89
Capitolis Liquid Global Markets
New York
$6.4M – – –
Stifel Financial
90
Stifel Financial
Missouri
$6.27M +$95.6K +284 +2%
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$6.04M +$1.44M +4,288 +31%
Prudential Financial
92
Prudential Financial
New Jersey
$5.84M +$1.91M +5,677 +49%
Victory Capital Management
93
Victory Capital Management
Texas
$5.6M +$264K +783 +5%
Man Group
94
Man Group
United Kingdom
$5.6M +$1.05M +3,113 +23%
MIM
95
MetLife Investment Management
New Jersey
$5.52M +$418K +1,242 +8%
HighTower Advisors
96
HighTower Advisors
Illinois
$5.41M +$34.3K +102 +0.6%
TIG
97
Tribune Investment Group
New York
$5.39M +$5.39M +16,000 New
N
98
Natixis
France
$5.36M -$5.39M -16,000 -50%
MFAM
99
Motley Fool Asset Management
Virginia
$5.32M +$459K +1,362 +9%
Russell Investments Group
100
Russell Investments Group
United Kingdom
$5.26M -$1.7M -5,057 -24%
2 3
4
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