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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 Market Value Shares Shares
Change 		Shares
Change %
SOADOR
101
State of Alaska Department of Revenue
Alaska
$5.1M 15,157 -45 -0.3%
Neuberger Berman Group
102
Neuberger Berman Group
New York
$5.08M 15,079 +263 +2%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$5M 14,815 +936 +7%
Daiwa Securities Group
104
Daiwa Securities Group
Japan
$4.89M 14,517 -598 -4%
MOACM
105
Mutual of America Capital Management
New York
$4.81M 14,271 -313 -2%
New York State Common Retirement Fund
106
New York State Common Retirement Fund
New York
$4.71M 13,975 -1,500 -10%
OAM
107
Oppenheimer Asset Management
New York
$4.49M 13,323 +399 +3%
AB
108
Amalgamated Bank
New York
$4.46M 13,228 – –
Holocene Advisors
109
Holocene Advisors
New York
$4.45M 13,229 +8,194 +163%
AQR Capital Management
110
AQR Capital Management
Connecticut
$4.41M 13,100 +5,403 +70%
Ensign Peak Advisors
111
Ensign Peak Advisors
Utah
$4.37M 12,972 -5,283 -29%
UCFA
112
United Capital Financial Advisors
Texas
$4.35M 12,919 +12,919 New
YIA
113
YHB Investment Advisors
Connecticut
$4.34M 12,876 -89 -0.7%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$4.22M 12,543 – –
CCMINC
115
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.06M 12,060 -35 -0.3%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$3.99M 11,859 -582 -5%
Treasurer of the State of North Carolina
117
Treasurer of the State of North Carolina
North Carolina
$3.95M 11,739 +80 +0.7%
SAA
118
Southeast Asset Advisors
Georgia
$3.95M 11,725 -3,643 -24%
Citigroup
119
Citigroup
New York
$3.79M 11,262 +408 +4%
BNP Paribas Asset Management
120
BNP Paribas Asset Management
France
$3.78M 11,218 -290 -3%
WCA
121
Waratah Capital Advisors
Ontario, Canada
$3.67M 10,896 +10,896 New
Squarepoint
122
Squarepoint
New York
$3.6M 10,703 -2,636 -20%
KIC
123
Kensington Investment Counsel
California
$3.6M 10,682 +67 +0.6%
State of Tennessee, Department of Treasury
124
State of Tennessee, Department of Treasury
Tennessee
$3.52M 10,460 -295 -3%
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$3.43M 10,188 +10,188 New
3 4
5
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