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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 %
LTAS
176
Linden Thomas Advisory Services
North Carolina
$1.73M -$3.03K -9 -0.2%
FCM
177
Fieldview Capital Management
Michigan
$1.72M +$1.72M +5,117 New
MML Investors Services
178
MML Investors Services
Massachusetts
$1.72M +$274K +815 +19%
LPL Financial
179
LPL Financial
California
$1.71M +$205K +610 +14%
Pacer Advisors
180
Pacer Advisors
Pennsylvania
$1.67M +$327K +970 +24%
BI
181
Bradyco Inc
Massachusetts
$1.64M +$1.64M +4,864 New
FRM
182
Fox Run Management
Connecticut
$1.62M +$1.13M +3,346 +228%
AWAU
183
Alliance Wealth Advisors (Utah)
Utah
$1.61M +$30.6K +91 +2%
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$1.53M -$1.81M -5,387 -54%
MCA
185
Martin Capital Advisors
Texas
$1.5M – – –
URS
186
Utah Retirement Systems
Utah
$1.49M – – –
Cerity Partners
187
Cerity Partners
New York
$1.48M -$540K -1,690 -27%
BNP Paribas Financial Markets
188
BNP Paribas Financial Markets
France
$1.46M -$556K -1,650 -28%
CCM
189
Cinctive Capital Management
New York
$1.45M +$1.45M +4,313 New
Truist Financial
190
Truist Financial
North Carolina
$1.44M +$159K +472 +12%
OTL
191
Oak Thistle LLC
New York
$1.44M +$952K +2,826 +195%
JIC
192
Johnson Investment Counsel
Ohio
$1.42M -$14.8K -44 -1%
William Blair & Company
193
William Blair & Company
Illinois
$1.4M -$16.8K -50 -1%
CPIH
194
Consolidated Press International Holdings
Australia
$1.38M – – –
Polen Capital Management
195
Polen Capital Management
Florida
$1.32M -$771K -2,290 -37%
Pictet Asset Management
196
Pictet Asset Management
Switzerland
$1.3M +$61K +181 +5%
Focus Partners Wealth
197
Focus Partners Wealth
Massachusetts
$1.28M -$368K -1,094 -22%
LFAS
198
Level Four Advisory Services
Texas
$1.25M +$198K +588 +19%
Bessemer Group
199
Bessemer Group
New Jersey
$1.23M -$7.42K -22 -0.6%
VPIM
200
Vanguard Personalized Indexing Management
California
$1.23M +$126K +373 +11%
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