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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 %
QCM
151
Quantinno Capital Management
New York
$2.33M +$468K +1,390 +25%
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$2.3M +$249K +738 +12%
ELI
153
Empire Life Investments
Ontario, Canada
$2.29M +$18.9K +56 +0.8%
GPGA
154
Grandeur Peak Global Advisors
Utah
$2.19M +$2.19M +6,499 New
SOMRS
155
State of Michigan Retirement System
Michigan
$2.16M – – –
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$2.15M +$135K +400 +7%
OBAM
157
ODDO BHF Asset Management
France
$2.14M +$48.8K +145 +2%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$2.12M +$1.79M +5,313 +558%
NMIMC
159
Northwestern Mutual Investment Management Company
Wisconsin
$2.02M +$5.73K +17 +0.3%
COPPSERS
160
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M +$6.06K +18 +0.3%
SC
161
Sepio Capital
Utah
$2M -$23.2K -69 -1%
New York State Teachers Retirement System (NYSTRS)
162
New York State Teachers Retirement System (NYSTRS)
New York
$1.99M -$857K -2,545 -30%
CSS
163
Cubist Systematic Strategies
Connecticut
$1.92M -$12M -35,712 -86%
HCA
164
Harbor Capital Advisors
Illinois
$1.9M +$12.5K +37 +0.7%
KK
165
KLP Kapitalforvaltning
Norway
$1.89M +$1.89M +5,600 New
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$1.88M -$21.3K -66 -1%
OIAM
167
OFI Invest Asset Management
France
$1.85M +$1.85M +5,700 New
QT
168
Quantbot Technologies
New York
$1.85M -$2.79M -8,278 -60%
OPERF
169
Oregon Public Employees Retirement Fund
Oregon
$1.85M -$9.77K -29 -0.5%
ACM
170
Ashford Capital Management
Delaware
$1.83M – – –
X
171
Xponance
Pennsylvania
$1.83M +$55.6K +165 +3%
AIP
172
Ameritas Investment Partners
Nebraska
$1.82M -$45.5K -135 -2%
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
$1.8M -$38.1K -113 -2%
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$1.75M – – –
PWG
175
Portside Wealth Group
Utah
$1.75M -$37K -110 -2%
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