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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 %
URS
176
Utah Retirement Systems
Utah
$1.37M 4,431 – –
JIC
177
Johnson Investment Counsel
Ohio
$1.36M 4,403 -24 -0.5%
MCA
178
Martin Capital Advisors
Texas
$1.34M 4,356 – –
CCIA
179
Campbell & Co Investment Adviser
Maryland
$1.27M 4,120 -4,429 -52%
Two Sigma Advisers
180
Two Sigma Advisers
New York
$1.23M 4,000 -2,100 -34%
BTWM
181
Baker Tilly Wealth Management
Wisconsin
$1.22M 3,961 +190 +5%
MF
182
Magnetar Financial
Illinois
$1.22M 3,956 -1,074 -21%
Pacer Advisors
183
Pacer Advisors
Pennsylvania
$1.21M 3,914 +68 +2%
TI
184
Tidal Investments
Wisconsin
$1.21M 3,913 +3,913 New
BCIM
185
Black Creek Investment Management
Ontario, Canada
$1.2M 3,900 – –
Truist Financial
186
Truist Financial
North Carolina
$1.17M 3,804 +1,798 +90%
IEFM
187
IQ EQ Fund Management
Ireland
$1.13M 3,677 +683 +23%
LPL Financial
188
LPL Financial
California
$1.11M 3,601 -3,876 -52%
Teacher Retirement System of Texas
189
Teacher Retirement System of Texas
Texas
$1.1M 3,575 +264 +8%
SRL
190
Scientech Research LLC
New Jersey
$1.01M 3,283 +3,283 New
AWP
191
Accretive Wealth Partners
New Jersey
$1M 3,415 +103 +3%
Pictet Asset Management
192
Pictet Asset Management
Switzerland
$1M 3,255 +348 +12%
ASN
193
Advisory Services Network
Georgia
$1M 3,248 -195 -6%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$997K 3,236 +177 +6%
CPBTD
195
Central Pacific Bank - Trust Division
Hawaii
$979K 3,196 +3,196 New
CCA
196
Covey Capital Advisors
Georgia
$964K 3,127 -312 -9%
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$943K 3,058 -180 -6%
BFS
198
Bradley Foster & Sargent
Connecticut
$932K 3,021 – –
LA
199
Legacy Advisors
Pennsylvania
$918K 2,976 +224 +8%
TI
200
Trexquant Investment
Connecticut
$889K 2,883 +2,883 New
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