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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
Norges Bank
1
Norges Bank
Norway
$112M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$56.6M
3
PFM
3
Premier Fund Managers
United Kingdom
$50.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$364M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$33.8M

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 Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$944M 2,803,611 +51,598 +2%
BlackRock
2
BlackRock
New York
$898M 2,667,753 +90,894 +4%
Morgan Stanley
3
Morgan Stanley
New York
$693M 2,056,910 -19,624 -0.9%
Select Equity Group
4
Select Equity Group
New York
$463M 1,374,435 -384,886 -22%
BAMCO Inc
5
BAMCO Inc
New York
$440M 1,305,155 -433 -0%
Bank of America
6
Bank of America
North Carolina
$439M 1,303,330 -253,258 -16%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$364M 1,080,599 +130,087 +14%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$342M 1,016,306 -185,402 -15%
Kayne Anderson Rudnick Investment Management
9
Kayne Anderson Rudnick Investment Management
California
$328M 975,193 -67,889 -7%
State Street
10
State Street
Massachusetts
$283M 841,634 +37,341 +5%
WA
11
Wasatch Advisors
Utah
$232M 690,154 -5,869 -0.8%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$225M 668,889 -16,303 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$189M 561,431 +64,020 +13%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$135M 399,585 -935 -0.2%
LIP
15
Liontrust Investment Partners
United Kingdom
$112M 333,631 -69,144 -17%
Norges Bank
16
Norges Bank
Norway
$112M 331,673 +331,673 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$103M 305,014 +13,155 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$97M 288,031 +5,169 +2%
Millennium Management
19
Millennium Management
New York
$96.9M 287,658 -207,448 -42%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$90.7M 272,951 -447 -0.2%
Goldman Sachs
21
Goldman Sachs
New York
$78.3M 232,483 +16,828 +8%
Northern Trust
22
Northern Trust
Illinois
$77.5M 230,149 +36,133 +19%
Charles Schwab
23
Charles Schwab
California
$65.4M 194,195 +2,430 +1%
Invesco
24
Invesco
Georgia
$65.4M 194,182 +77,042 +66%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$64.2M 190,655 -11,485 -6%
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