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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 Market Value Shares Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$4.01M 13,543 -925 -6%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$3.92M 13,241 +2,372 +22%
Prudential Financial
103
Prudential Financial
New Jersey
$3.8M 12,830 +614 +5%
Janus Henderson Group
104
Janus Henderson Group
United Kingdom
$3.71M 12,543 +663 +6%
Corient Private Wealth
105
Corient Private Wealth
Florida
$3.5M 11,847 -651 -5%
CCMINC
106
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.5M 11,839 +99 +0.8%
OAM
107
Oppenheimer Asset Management
New York
$3.5M 11,827 +3,638 +44%
CB
108
Commerce Bank
Missouri
$3.46M 11,684 -661 -5%
Treasurer of the State of North Carolina
109
Treasurer of the State of North Carolina
North Carolina
$3.44M 11,619 +137 +1%
State of Tennessee, Department of Treasury
110
State of Tennessee, Department of Treasury
Tennessee
$3.4M 11,500 -1,000 -8%
BNP Paribas Asset Management
111
BNP Paribas Asset Management
France
$3.37M 11,387 +547 +5%
UBS Group
112
UBS Group
Switzerland
$3.3M 11,168 -8,278 -43%
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$3.25M 10,980 -950 -8%
YCM
114
Yousif Capital Management
Michigan
$3.23M 10,927 -944 -8%
State of New Jersey Common Pension Fund D
115
State of New Jersey Common Pension Fund D
New Jersey
$3.17M 10,704 -4,083 -28%
KIC
116
Kensington Investment Counsel
California
$3.07M 10,371 +49 +0.5%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.05M 10,308 +335 +3%
Comerica Bank
118
Comerica Bank
Texas
$3.03M 10,237 -1,141 -10%
CI
119
Ceera Investments
Texas
$2.9M 9,796 -50 -0.5%
US Bancorp
120
US Bancorp
Minnesota
$2.88M 9,722 -1,544 -14%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$2.7M 9,117 +822 +10%
AAM
122
Azzad Asset Management
Virginia
$2.66M 8,989 -3,656 -29%
M&T Bank
123
M&T Bank
New York
$2.63M 8,908 -1,528 -15%
CWM
124
Congress Wealth Management
Massachusetts
$2.63M 8,900 +985 +12%
BMSSC
125
B. Metzler seel. Sohn & Co
Germany
$2.6M 8,783 +179 +2%
3 4
5
6 7