MORN icon

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 %
AAS
201
Avantax Advisory Services
Texas
$965K -$53.3K -167 -5%
BFS
202
Bradley Foster & Sargent
Connecticut
$964K – – –
IEFM
203
IQ EQ Fund Management
Ireland
$940K – – –
LA
204
Legacy Advisors
Pennsylvania
$929K -$36.7K -115 -4%
BCIM
205
Black Creek Investment Management
Ontario, Canada
$925K – – –
CCA
206
Covey Capital Advisors
Georgia
$905K -$70.8K -222 -7%
Public Employees Retirement Association of Colorado
207
Public Employees Retirement Association of Colorado
Colorado
$889K – – –
EGM
208
Engineers Gate Manager
New York
$887K +$377K +1,181 +74%
Creative Planning
209
Creative Planning
Kansas
$866K -$70.5K -221 -8%
WJWM
210
Williams Jones Wealth Management
New York
$830K – – –
PWS
211
Precision Wealth Strategies
Missouri
$797K +$20.1K +63 +3%
NED
212
Nancy E. Dempze
$796K +$796K +2,494 New
DWM
213
Diversify Wealth Management
Utah
$767K +$48.9K +143 +7%
ETC
214
Exchange Traded Concepts
Oklahoma
$764K +$88.7K +278 +13%
SSA
215
Schonfeld Strategic Advisors
New York
$755K +$755K +2,366 New
BBVA
216
Banco Bilbao Vizcaya Argentaria
Spain
$752K -$330K -1,040 -31%
CAM
217
Cresset Asset Management
Illinois
$743K +$218K +684 +42%
JFG
218
Jefferies Financial Group
New York
$739K +$261K +817 +54%
Two Sigma Advisers
219
Two Sigma Advisers
New York
$734K -$383K -1,200 -34%
XT
220
XTX Topco
Cayman Islands
$734K +$326K +1,023 +80%
Federated Hermes
221
Federated Hermes
Pennsylvania
$732K +$10.5K +33 +1%
SI
222
Seeds Investor
New York
$724K -$19.5K -61 -3%
CGH
223
Crossmark Global Holdings
Texas
$720K +$169K +531 +31%
PA
224
Planning Alternatives
Michigan
$719K +$15.6K +49 +2%
EI
225
Ethic Inc
New York
$717K -$17.6K -57 -2%
7 8
9
10 11