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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.

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

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$561M
2
Norges Bank
2
Norges Bank
Norway
$0
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$333M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$0
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$90.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$878M 2,752,013 +13,840 +0.5%
BlackRock
2
BlackRock
New York
$822M 2,576,859 +40,194 +2%
Morgan Stanley
3
Morgan Stanley
New York
$663M 2,076,534 +56,301 +3%
Select Equity Group
4
Select Equity Group
New York
$561M 1,759,321 -675,017 -28%
Bank of America
5
Bank of America
North Carolina
$497M 1,556,588 +29,998 +2%
BAMCO Inc
6
BAMCO Inc
New York
$417M 1,305,588 -1,349 -0.1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$383M 1,201,708 +102,206 +9%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$333M 1,043,082 -86,022 -8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$303M 950,512 +5,158 +0.5%
State Street
10
State Street
Massachusetts
$257M 804,293 +28,698 +4%
WA
11
Wasatch Advisors
Utah
$222M 696,023 +85,098 +14%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$219M 685,192 +452 +0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$159M 497,411 +10,437 +2%
Millennium Management
14
Millennium Management
New York
$158M 495,106 +174,920 +55%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$128M 400,520 +39,263 +11%
LIP
16
Liontrust Investment Partners
United Kingdom
$119M 402,775 – –
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$93.1M 291,859 +19,784 +7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$90.3M 282,862 -45,040 -14%
Allspring Global Investments
19
Allspring Global Investments
North Carolina
$87.2M 273,398 -9,136 -3%
Goldman Sachs
20
Goldman Sachs
New York
$68.8M 215,655 +45,059 +26%
Amundi
21
Amundi
France
$64.6M 192,776 +761 +0.4%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$64.5M 202,140 -41,877 -17%
Northern Trust
23
Northern Trust
Illinois
$61.9M 194,016 -270 -0.1%
Charles Schwab
24
Charles Schwab
California
$61.2M 191,765 +5,045 +3%
RA
25
Royce & Associates
New York
$61M 191,290 -2,271 -1%
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