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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 Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
101
Squarepoint
New York
$4.26M +$3.84M +12,019 +911%
AB
102
Amalgamated Bank
New York
$4.22M -$101K -315 -2%
YIA
103
YHB Investment Advisors
Connecticut
$4.14M -$202K -633 -5%
OAM
104
Oppenheimer Asset Management
New York
$4.12M +$350K +1,097 +9%
A
105
AlphaQuest
New York
$4.07M +$4.07M +12,742 +1,274,200%
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$4M – – –
VOYA Investment Management
107
VOYA Investment Management
Georgia
$3.97M -$255K -800 -6%
CCMINC
108
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.86M +$81.7K +256 +2%
Prudential Financial
109
Prudential Financial
New Jersey
$3.73M -$368K -1,154 -9%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$3.72M +$12.8K +40 +0.3%
BNP Paribas Asset Management
111
BNP Paribas Asset Management
France
$3.67M +$38.6K +121 +1%
Corient Private Wealth
112
Corient Private Wealth
Florida
$3.6M -$183K -574 -5%
CB
113
Commerce Bank
Missouri
$3.57M -$160K -500 -4%
State of Wisconsin Investment Board
114
State of Wisconsin Investment Board
Wisconsin
$3.48M -$21.7K -68 -0.6%
Citigroup
115
Citigroup
New York
$3.46M +$1.25M +3,917 +56%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$3.43M -$238K -745 -6%
KIC
117
Kensington Investment Counsel
California
$3.39M +$77.9K +244 +2%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$3.33M -$83.3K -261 -2%
MF
119
Magnetar Financial
Illinois
$3.32M +$1.63M +5,121 +97%
BMSSC
120
B. Metzler seel. Sohn & Co
Germany
$3.18M +$378K +1,185 +13%
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$3.17M +$2.91M +9,114 +1,103%
YCM
122
Yousif Capital Management
Michigan
$3.15M -$334K -1,046 -10%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M -$156K -488 -5%
CI
124
Ceera Investments
Texas
$3.12M -$3.19K -10 -0.1%
US Bancorp
125
US Bancorp
Minnesota
$3.1M +$319 +1 +0%
3 4
5
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