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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 %
Jane Street
101
Jane Street
New York
$4.19M 13,579 -13,860 -51%
Ensign Peak Advisors
102
Ensign Peak Advisors
Utah
$4.12M 13,375 +1,920 +17%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$4.1M 13,295 +8,634 +185%
SG Americas Securities
104
SG Americas Securities
New York
$4.07M 13,202 +11,024 +506%
AAM
105
Azzad Asset Management
Virginia
$3.9M 12,645 -2,358 -16%
State of Tennessee, Department of Treasury
106
State of Tennessee, Department of Treasury
Tennessee
$3.85M 12,500 – –
Corient Private Wealth
107
Corient Private Wealth
Florida
$3.85M 12,498 -90 -0.7%
Citigroup
108
Citigroup
New York
$3.82M 12,385 +6,164 +99%
CB
109
Commerce Bank
Missouri
$3.81M 12,345 -224 -2%
Prudential Financial
110
Prudential Financial
New Jersey
$3.77M 12,216 +7,484 +158%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$3.68M 11,930 -1,246 -9%
Janus Henderson Group
112
Janus Henderson Group
United Kingdom
$3.66M 11,880 +1 +0%
YCM
113
Yousif Capital Management
Michigan
$3.66M 11,871 -232 -2%
Arrowstreet Capital
114
Arrowstreet Capital
Massachusetts
$3.63M 11,756 +10,294 +704%
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.62M 11,740 +1,047 +10%
Treasurer of the State of North Carolina
116
Treasurer of the State of North Carolina
North Carolina
$3.54M 11,482 +80 +0.7%
DA
117
Duality Advisers
Florida
$3.52M 11,401 -2,760 -19%
Comerica Bank
118
Comerica Bank
Texas
$3.51M 11,378 -378 -3%
US Bancorp
119
US Bancorp
Minnesota
$3.47M 11,266 -126 -1%
1832 Asset Management
120
1832 Asset Management
Ontario, Canada
$3.45M 11,200 – –
AQR Capital Management
121
AQR Capital Management
Connecticut
$3.39M 10,995 +5,368 +95%
VOYA Investment Management
122
VOYA Investment Management
Georgia
$3.35M 10,869 -450 -4%
BNP Paribas Asset Management
123
BNP Paribas Asset Management
France
$3.34M 10,840 +405 +4%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$3.34M 10,815 +10,815 New
Cerity Partners
125
Cerity Partners
New York
$3.29M 10,664 +7,635 +252%
3 4
5
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