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Morningstar
MORN

Overview Fund Activity

405 hedge funds and large institutions have $8.14B invested in Morningstar in 2024 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 162 increasing their positions, 105 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
405
Holders Change
+14
Holders Change %
+3.58%
% of All Funds
5.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
162
Reduced
105
Closed
34
Calls
$5.55M
Puts
$1.53M
Net Calls
+$4.02M
Net Calls Change
+$5.05M

Top Buyers

1
Millennium Management
Millennium Management
New York
$158M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$383M
3
WA
Wasatch Advisors
Utah
$222M
4
Invesco
Invesco
Georgia
$37.4M
5
BFM
Boston Financial Management
Massachusetts
$19.7M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$561M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$333M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
4
Bank of New York Mellon
Bank of New York Mellon
New York
$90.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$64.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWAU
176
Alliance Wealth Advisors (Utah)
Utah
$1.5M +$26.8K +84 +2%
LPL Financial
177
LPL Financial
California
$1.43M +$144K +452 +11%
MCA
178
Martin Capital Advisors
Texas
$1.42M +$22.3K +70 +2%
URS
179
Utah Retirement Systems
Utah
$1.41M – – –
MML Investors Services
180
MML Investors Services
Massachusetts
$1.37M +$89.7K +281 +7%
JIC
181
Johnson Investment Counsel
Ohio
$1.36M -$19.1K -60 -1%
William Blair & Company
182
William Blair & Company
Illinois
$1.34M -$135K -424 -9%
CPIH
183
Consolidated Press International Holdings
Australia
$1.31M +$1.31M +4,100 New
Pacer Advisors
184
Pacer Advisors
Pennsylvania
$1.27M +$32.9K +103 +3%
ET
185
Entropy Technologies
New York
$1.23M +$894K +2,801 +265%
Truist Financial
186
Truist Financial
North Carolina
$1.22M +$91.3K +286 +8%
Pictet Asset Management
187
Pictet Asset Management
Switzerland
$1.17M +$66.7K +209 +6%
Bessemer Group
188
Bessemer Group
New Jersey
$1.17M -$348K -1,091 -23%
AI
189
Atria Investments
North Carolina
$1.13M -$694K -2,174 -38%
ACM
190
Aquatic Capital Management
Illinois
$1.11M +$1.11M +3,480 New
AWP
191
Accretive Wealth Partners
New Jersey
$1.09M +$5.74K +18 +0.5%
CAPTRUST Financial Advisors
192
CAPTRUST Financial Advisors
North Carolina
$1.08M +$100K +314 +10%
SQA
193
Simon Quick Advisors
New Jersey
$1.07M -$174K -544 -14%
Janney Montgomery Scott
194
Janney Montgomery Scott
Pennsylvania
$1.05M +$130K +407 +14%
VPIM
195
Vanguard Personalized Indexing Management
California
$1.05M +$89K +279 +9%
LFAS
196
Level Four Advisory Services
Texas
$1.02M +$186K +567 +22%
FHB
197
First Hawaiian Bank
Hawaii
$1.02M +$1.02M +3,196 New
OSAM
198
O'Shaughnessy Asset Management
Connecticut
$1M +$414K +1,208 +70%
Jane Street
199
Jane Street
New York
$968K +$171K +535 +21%
ASN
200
Advisory Services Network
Georgia
$966K – – –
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