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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 %
Select Equity Group
1
Select Equity Group
New York
$800M 2,594,894 -389,133 -13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$796M 2,580,713 +4,043 +0.2%
BlackRock
3
BlackRock
New York
$755M 2,447,222 +55,179 +2%
Morgan Stanley
4
Morgan Stanley
New York
$597M 1,936,979 -1,935,131 -50%
Bank of America
5
Bank of America
North Carolina
$524M 1,699,151 +406,843 +31%
BAMCO Inc
6
BAMCO Inc
New York
$404M 1,308,671 -13,780 -1%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$378M 1,226,820 -19,749 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$338M 1,094,680 +18,949 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$244M 790,041 +280,555 +55%
State Street
10
State Street
Massachusetts
$238M 771,444 +29,909 +4%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$211M 684,743 -26,889 -4%
WA
12
Wasatch Advisors
Utah
$173M 562,099 +28,164 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$142M 459,385 +20,347 +5%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$138M 447,489 +38,849 +10%
LIP
15
Liontrust Investment Partners
United Kingdom
$127M 411,161 -13,778 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$111M 359,151 -27,325 -7%
Norges Bank
17
Norges Bank
Norway
$94.1M 305,207 +5,409 +2%
Allspring Global Investments
18
Allspring Global Investments
North Carolina
$89.9M 291,490 +6,092 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$82.4M 267,353 -28,662 -10%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$81.2M 263,212 -9,311 -3%
RA
21
Royce & Associates
New York
$69.4M 224,994 +1,342 +0.6%
Goldman Sachs
22
Goldman Sachs
New York
$65.9M 213,753 +50,442 +31%
Principal Financial Group
23
Principal Financial Group
Iowa
$57.9M 187,631 -332 -0.2%
Renaissance Technologies
24
Renaissance Technologies
New York
$57.5M 186,500 -29,400 -14%
Charles Schwab
25
Charles Schwab
California
$56.8M 184,172 +2,572 +1%
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