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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 %
SOMRS
151
State of Michigan Retirement System
Michigan
$1.97M 6,400 +200 +3%
CWM
152
CIBC World Markets
New York
$1.97M 6,386 +6,386 New
GAM
153
Gotham Asset Management
New York
$1.93M 6,272 +3,361 +115%
ACM
154
Ashford Capital Management
Delaware
$1.9M 6,171 -1,714 -22%
CAM
155
ClariVest Asset Management
California
$1.89M 6,120 -53 -0.9%
SC
156
Sepio Capital
Utah
$1.89M 6,114 -6 -0.1%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$1.89M 6,114 +3,120 +104%
New York State Teachers Retirement System (NYSTRS)
158
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M 6,000 +200 +3%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$1.79M 5,810 +16 +0.3%
MML Investors Services
160
MML Investors Services
Massachusetts
$1.78M 5,770 +544 +10%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.78M 5,762 +15 +0.3%
AIP
162
Ameritas Investment Partners
Nebraska
$1.77M 5,751 – –
PWG
163
Portside Wealth Group
Utah
$1.73M 5,599 +956 +21%
Handelsbanken Fonder
164
Handelsbanken Fonder
Sweden
$1.72M 5,572 – –
X
165
Xponance
Pennsylvania
$1.68M 5,464 -194 -3%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$1.63M 5,271 -343 -6%
NMERB
167
New Mexico Educational Retirement Board
New Mexico
$1.6M 5,200 – –
CIBC Private Wealth Group
168
CIBC Private Wealth Group
Georgia
$1.59M 5,179 +854 +20%
BSW
169
Buckingham Strategic Wealth
Missouri
$1.55M 5,022 -8 -0.2%
Bessemer Group
170
Bessemer Group
New Jersey
$1.52M 4,927 -528 -10%
BBVA
171
Banco Bilbao Vizcaya Argentaria
Spain
$1.48M 4,792 +2,730 +132%
SO
172
STRS Ohio
Ohio
$1.43M 4,634 +4,634 New
William Blair & Company
173
William Blair & Company
Illinois
$1.42M 4,616 -463 -9%
BWM
174
BCGM Wealth Management
Indiana
$1.39M 4,500 +192 +4%
AWAU
175
Alliance Wealth Advisors (Utah)
Utah
$1.38M 4,483 +1,942 +76%
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7
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