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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 Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Commerce Bank
Missouri
$3.42M -$343K -1,018 -9%
State of New Jersey Common Pension Fund D
127
State of New Jersey Common Pension Fund D
New Jersey
$3.39M -$123K -366 -4%
CWM
128
Congress Wealth Management
Massachusetts
$3.37M +$260K +773 +8%
CI
129
Ceera Investments
Texas
$3.3M – – –
Corient Private Wealth
130
Corient Private Wealth
Florida
$3.29M -$511K -1,518 -13%
PFSRSONJ
131
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.24M +$3.24M +9,610 New
US Bancorp
132
US Bancorp
Minnesota
$3.23M -$42.1K -125 -1%
YCM
133
Yousif Capital Management
Michigan
$3.19M -$133K -394 -4%
Ohio Public Employees Retirement System (OPERS)
134
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.13M -$177K -525 -5%
M&T Bank
135
M&T Bank
New York
$3.09M +$102K +303 +3%
State of Wisconsin Investment Board
136
State of Wisconsin Investment Board
Wisconsin
$3.08M -$594K -1,765 -16%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$3.04M +$1.9M +5,655 +168%
Comerica Bank
138
Comerica Bank
Texas
$3M -$135K -401 -4%
GC
139
Globeflex Capital
California
$2.98M – – –
BMSSC
140
B. Metzler seel. Sohn & Co
Germany
$2.95M -$404K -1,199 -12%
NG
141
Norden Group
Utah
$2.88M -$16.2K -48 -0.6%
Pathstone Holdings
142
Pathstone Holdings
New Jersey
$2.79M +$12.5K +37 +0.4%
American Century Companies
143
American Century Companies
Missouri
$2.73M +$499K +1,482 +22%
ASRS
144
Arizona State Retirement System
Arizona
$2.72M +$23.2K +69 +0.9%
TRSOTSOK
145
Teachers Retirement System of the State of Kentucky
Kentucky
$2.62M -$141K -420 -5%
GKFF
146
George Kaiser Family Foundation
Oklahoma
$2.59M – – –
RAM
147
Redmond Asset Management
Virginia
$2.54M -$37.7K -112 -1%
BRCM
148
Bright Rock Capital Management
Massachusetts
$2.53M – – –
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$2.53M – – –
SSA
150
Schonfeld Strategic Advisors
New York
$2.49M +$1.69M +5,024 +212%
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