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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 %
M&T Bank
126
M&T Bank
New York
$3.22M 10,436 -31 -0.3%
KIC
127
Kensington Investment Counsel
California
$3.18M 10,322 +2,005 +24%
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.08M 9,973 -928 -9%
CI
129
Ceera Investments
Texas
$3.04M 9,846 -145 -1%
Polen Capital Management
130
Polen Capital Management
Florida
$2.88M 9,331 -4,454 -32%
SPS
131
Susquehanna Portfolio Strategies
Pennsylvania
$2.82M 9,147 – –
JF
132
Jump Financial
Illinois
$2.66M 8,610 +2,416 +39%
BMSSC
133
B. Metzler seel. Sohn & Co
Germany
$2.65M 8,604 +92 +1%
TRSOTSOK
134
Teachers Retirement System of the State of Kentucky
Kentucky
$2.6M 8,420 – –
RAM
135
Redmond Asset Management
Virginia
$2.57M 8,335 -24 -0.3%
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$2.56M 8,295 +2,797 +51%
AI
137
Atria Investments
North Carolina
$2.55M 8,268 -467 -5%
OAM
138
Oppenheimer Asset Management
New York
$2.53M 8,189 -2,749 -25%
CWM
139
Congress Wealth Management
Massachusetts
$2.44M 7,915 +7,915 New
GKFF
140
George Kaiser Family Foundation
Oklahoma
$2.36M 7,638 – –
BRCM
141
Bright Rock Capital Management
Massachusetts
$2.31M 7,500 – –
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$2.31M 7,500 +200 +3%
LTAS
143
Linden Thomas Advisory Services
North Carolina
$2.28M 7,391 +12 +0.2%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$2.22M 7,194 +687 +11%
ASRS
145
Arizona State Retirement System
Arizona
$2.17M 7,041 -113 -2%
QT
146
Quantbot Technologies
New York
$2.13M 6,914 +3,083 +80%
Two Sigma Investments
147
Two Sigma Investments
New York
$2.1M 6,800 -300 -4%
NG
148
Norden Group
Utah
$2.08M 6,752 +2,793 +71%
ELI
149
Empire Life Investments
Ontario, Canada
$2.05M 6,659 – –
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.98M 6,417 -945 -13%
4 5
6
7 8