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Morningstar
MORN

Overview Fund Activity

391 hedge funds and large institutions have $7.63B invested in Morningstar in 2024 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 143 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
391
Holders Change
+8
Holders Change %
+2.09%
% of All Funds
5.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
45
Increased
138
Reduced
143
Closed
32
Calls
$2.6M
Puts
$3.64M
Net Calls
-$1.04M
Net Calls Change
-$696K

Top Buyers

1
Amundi
Amundi
France
$57.9M
2
Millennium Management
Millennium Management
New York
$94.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
$810M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$280M
5
BlackRock
BlackRock
New York
$750M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$452M
2
Select Equity Group
Select Equity Group
New York
$720M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$334M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$107M
5
Principal Financial Group
Principal Financial Group
Iowa
$32.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
151
Atria Investments
North Carolina
$1.69M -$759K -2,565 -31%
Handelsbanken Fonder
152
Handelsbanken Fonder
Sweden
$1.65M – – –
AIP
153
Ameritas Investment Partners
Nebraska
$1.64M -$60.6K -205 -4%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$1.6M -$296K -1,000 -16%
Cerity Partners
155
Cerity Partners
New York
$1.6M -$1.56M -5,261 -49%
PWG
156
Portside Wealth Group
Utah
$1.58M -$77.5K -262 -5%
OIAM
157
OFI Invest Asset Management
France
$1.57M +$1.57M +5,700 New
X
158
Xponance
Pennsylvania
$1.57M -$46.2K -156 -3%
MF
159
Magnetar Financial
Illinois
$1.56M +$392K +1,325 +33%
NMERB
160
New Mexico Educational Retirement Board
New Mexico
$1.54M – – –
LTAS
161
Linden Thomas Advisory Services
North Carolina
$1.54M -$649K -2,194 -30%
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
$1.51M -$295K -997 -16%
American Century Companies
163
American Century Companies
Missouri
$1.51M +$792K +2,678 +110%
BSW
164
Buckingham Strategic Wealth
Missouri
$1.49M – – –
Bessemer Group
165
Bessemer Group
New Jersey
$1.41M -$47.9K -162 -3%
William Blair & Company
166
William Blair & Company
Illinois
$1.37M +$888 +3 +0.1%
AWAU
167
Alliance Wealth Advisors (Utah)
Utah
$1.37M +$39.9K +135 +3%
SO
168
STRS Ohio
Ohio
$1.36M -$9.47K -32 -0.7%
BWM
169
BCGM Wealth Management
Indiana
$1.32M -$11.8K -40 -0.9%
URS
170
Utah Retirement Systems
Utah
$1.31M -$3.25K -11 -0.2%
MCA
171
Martin Capital Advisors
Texas
$1.3M +$7.69K +26 +0.6%
GAM
172
Gotham Asset Management
New York
$1.29M -$566K -1,913 -31%
CJ
173
Caitlin John
Michigan
$1.28M +$1.28M +4,331 New
JIC
174
Johnson Investment Counsel
Ohio
$1.28M -$25.4K -86 -2%
EP
175
Edgestream Partners
New Jersey
$1.22M +$809K +2,734 +198%
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