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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 %
Nomura Holdings
201
Nomura Holdings
Japan
$1.21M +$1.21M +3,585 New
Janney Montgomery Scott
202
Janney Montgomery Scott
Pennsylvania
$1.16M +$54.9K +163 +5%
AWP
203
Accretive Wealth Partners
New Jersey
$1.15M -$4.72K -14 -0.4%
SQA
204
Simon Quick Advisors
New Jersey
$1.12M -$7.41K -22 -0.7%
Osaic Holdings
205
Osaic Holdings
Arizona
$1.12M +$392K +1,164 +54%
AI
206
Atria Investments
North Carolina
$1.1M -$92.6K -275 -8%
OSAM
207
O'Shaughnessy Asset Management
Connecticut
$1.02M +$34.4K +102 +3%
BFS
208
Bradley Foster & Sargent
Connecticut
$1.02M – – –
BPC
209
Bryce Point Capital
New York
$1.01M +$1.01M +3,001 New
LA
210
Legacy Advisors
Pennsylvania
$992K +$12.5K +37 +1%
AAS
211
Avantax Advisory Services
Texas
$978K -$40.1K -119 -4%
IEFM
212
IQ EQ Fund Management
Ireland
$959K -$33K -98 -3%
ASN
213
Advisory Services Network
Georgia
$954K -$145K -432 -13%
MF
214
Magnetar Financial
Illinois
$942K -$2.56M -7,604 -73%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$939K – – –
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$915K +$915K +2,716 New
Creative Planning
217
Creative Planning
Kansas
$906K -$7.75K -23 -0.8%
ACM
218
Aquatic Capital Management
Illinois
$902K -$270K -801 -23%
P
219
&Partners
Tennessee
$901K +$480K +1,419 +114%
DWM
220
Diversify Wealth Management
Utah
$891K +$182K +576 +26%
CCA
221
Covey Capital Advisors
Georgia
$878K -$76.8K -228 -8%
GAM
222
Gotham Asset Management
New York
$874K -$1.35M -3,997 -61%
EI
223
Ethic Inc
New York
$868K +$85.2K +253 +11%
PWS
224
Precision Wealth Strategies
Missouri
$863K +$21.9K +65 +3%
FHB
225
First Hawaiian Bank
Hawaii
$863K -$214K -634 -20%
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9
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