Signals

← Signals

☆DHR

2596 in-universe funds with a nonzero position in DHR within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#543
Score / z0.333 / 0.28
Consensus592.31 over 1177 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+25% / 1.6d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9,791.1 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,299.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 4,272.5 0.2% 4 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,801.2 0.5% 4 -0.1 pp +0.1 pp -0.1 pp +0.5 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,669.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Capital International Investors CIK 0001562230 0.968 446 2,656.0 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 2,125.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,686.5 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 1,379.2 12.4% 4 +0.3 pp +3.6 pp +6.1 pp +12.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,342.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,246.7 4.2% 4 -0.2 pp +0.3 pp +2.3 pp +4.2 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,185.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,011.5 0.3% 4 -0.1 pp -0.0 pp +0.0 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 990.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 897.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 873.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 873.4 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 865.8 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 859.8 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 815.2 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 765.8 1.9% 2 +1.4 pp +1.9 pp +0.7 pp +1.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 762.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 757.6 3.5% 4 -0.2 pp +0.3 pp +0.1 pp +3.5 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 753.6 2.2% 4 -0.6 pp -0.6 pp -0.7 pp +2.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 725.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 690.1 0.4% 4 -0.1 pp -0.1 pp +0.0 pp +0.4 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 672.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 661.7 1.4% 4 -0.3 pp -0.1 pp -0.2 pp +1.4 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 653.6 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 625.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 576.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 554.9 0.9% 4 -0.2 pp +0.1 pp -0.0 pp +0.9 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 546.2 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 518.3 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 501.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 495.1 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 488.1 0.2% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 483.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 464.2 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 444.2 1.2% 4 -0.2 pp +0.0 pp -0.0 pp +1.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 442.6 0.6% 4 +0.2 pp +0.3 pp +0.3 pp +0.6 pp
☆D1 Capital Partners L.P. CIK 0001747057 0.000 55 436.9 3.9% 4 +2.7 pp +1.8 pp +3.4 pp +3.9 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 423.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 403.1 0.6% 4 -0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆FIL Ltd CIK 0000318989 0.878 1140 397.4 0.3% 4 -0.1 pp -0.1 pp -0.0 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 387.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 384.7 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 356.6 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 353.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 352.4 0.3% 4 +0.3 pp -0.0 pp -0.1 pp +0.3 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 352.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 331.3 0.3% 4 -0.1 pp +0.0 pp -0.0 pp +0.3 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 314.7 3.2% 4 -0.4 pp -0.1 pp +0.2 pp +3.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 312.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 310.3 2.9% 4 +0.4 pp +0.7 pp +0.4 pp +2.9 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 307.4 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 295.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 285.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆National Pension Service CIK 0001608046 0.956 552 277.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 271.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 270.8 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 261.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 261.0 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 261.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 259.7 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 255.8 0.4% 4 +0.3 pp +0.1 pp +0.0 pp +0.4 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 251.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 247.6 1.1% 4 -0.2 pp -0.1 pp -0.3 pp +1.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 246.9 0.4% 4 -0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 246.2 3.7% 4 -0.3 pp +0.1 pp -0.1 pp +3.7 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 245.9 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
☆AVIVA PLC CIK 0001140022 0.925 854 235.9 0.4% 4 -0.1 pp -0.1 pp +0.1 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 230.3 0.3% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆CI INVESTMENTS INC. CIK 0001163648 0.648 746 224.0 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 218.5 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 207.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 205.9 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Mirova US LLC CIK 0001802900 0.862 45 199.4 2.3% 4 -0.3 pp +0.0 pp -0.1 pp +2.3 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 197.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 194.9 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 194.6 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 191.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 184.6 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 180.5 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 178.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Castle Hook Partners LP CIK 0001687241 0.157 66 166.8 3.4% 2 -0.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 166.6 0.8% 4 -0.3 pp -0.2 pp -0.2 pp +0.8 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 166.6 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 163.5 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 161.5 0.5% 4 -0.3 pp -0.2 pp -0.3 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 157.4 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 156.5 0.4% 4 -0.4 pp -0.0 pp -0.2 pp +0.4 pp
☆MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 155.4 1.8% 1 +1.8 pp +0.1 pp +0.7 pp +1.8 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 153.0 0.8% 4 +0.3 pp +0.4 pp +0.4 pp +0.8 pp
☆Findlay Park Partners LLP CIK 0001351950 0.605 49 152.1 2.1% 4 +0.8 pp +1.0 pp +1.0 pp +2.1 pp
☆Anomaly Capital Management, LP CIK 0001817534 0.473 24 144.6 8.8% 2 +5.9 pp +8.8 pp +8.8 pp +8.8 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 138.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 138.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 138.0 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 137.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 133.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 130.0 0.7% 4 -0.1 pp +0.0 pp -0.0 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 128.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 128.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Palestra Capital Management LLC CIK 0001568788 0.439 21 128.5 5.0% 2 -0.3 pp +5.0 pp +5.0 pp +5.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 128.4 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 127.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 127.1 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 126.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Unisphere Establishment CIK 0002012090 0.867 56 121.2 1.0% 4 +0.0 pp +0.9 pp +0.9 pp +1.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 116.4 0.2% 4 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 116.2 1.5% 4 -0.2 pp +0.0 pp -0.2 pp +1.5 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 115.8 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆Southpoint Capital Advisors LP CIK 0001319998 0.396 33 113.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Consulta Ltd CIK 0001510677 0.719 15 113.8 5.7% 4 -1.1 pp -6.7 pp -8.2 pp +5.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 113.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 113.1 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Dorsey Asset Management, LLC CIK 0001671657 0.912 11 110.0 8.8% 4 -7.7 pp -6.6 pp -7.7 pp +8.8 pp
☆EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 106.4 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆NZS Capital, LLC CIK 0001816616 0.629 61 105.9 3.5% 4 -0.9 pp +0.6 pp +1.0 pp +3.5 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 105.6 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 105.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 104.3 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
☆Third Point LLC CIK 0001040273 0.205 42 99.5 4.8% 4 +2.9 pp +4.7 pp +3.5 pp +4.8 pp
☆Swedbank AB CIK 0000946431 0.941 696 99.2 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 98.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 96.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 95.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 93.9 1.2% 4 -0.3 pp -0.0 pp -0.1 pp +1.2 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 90.6 6.3% 4 -0.7 pp +0.7 pp +0.7 pp +6.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 90.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 88.3 0.4% 4 -0.1 pp -0.0 pp -0.0 pp +0.4 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 88.2 1.1% 4 -0.1 pp +0.1 pp +0.0 pp +1.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 85.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 84.8 0.5% 1 +0.5 pp +0.2 pp +0.5 pp +0.5 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 84.6 0.9% 2 -1.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 83.2 1.2% 4 -0.2 pp +0.0 pp +0.2 pp +1.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 82.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 82.2 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 82.2 3.8% 2 +2.2 pp +3.8 pp +3.8 pp +3.8 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 81.8 1.6% 4 -0.0 pp +0.2 pp +0.2 pp +1.6 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 76.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Tenere Capital LLC CIK 0001849517 0.034 23 0.0 0.0% 0 -6.1 pp -4.1 pp -4.9 pp +0.0 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 0.0 0.0% 0 +0.0 pp -1.4 pp -1.7 pp +0.0 pp
☆Nadler Financial Group, Inc. CIK 0001541787 0.841 149 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cohen Capital Management, Inc. CIK 0001508120 0.446 152 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tsai Capital Corp CIK 0001574850 0.551 17 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
☆Avidity Partners Management LP CIK 0001791827 0.661 45 0.0 0.0% 0 -1.1 pp -2.5 pp -3.6 pp +0.0 pp
☆Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jackson Square Partners, LLC CIK 0001605911 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Wharton Business Group, LLC CIK 0001513126 0.834 142 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -1.0 pp -1.0 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 0.0 0.0% 0 -2.9 pp -2.5 pp -2.8 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARMONY ASSET MANAGEMENT LLC CIK 0002002815 0.268 201 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aristotle Atlantic Partners, LLC CIK 0001697267 0.669 117 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longaeva Partners L.P. CIK 0002054122 0.000 326 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Terra Alpha Investments LLC CIK 0002055566 0.314 32 0.0 0.0% 0 -3.8 pp -3.4 pp -3.2 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Full Sail Capital, LLC CIK 0001757617 0.696 308 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Capital Advisors, Inc. CIK 0001350780 0.792 76 0.0 0.0% 0 -1.1 pp -1.2 pp -1.3 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆FORONJY FINANCIAL LLC CIK 0002040600 0.403 108 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Oxbow Advisors, LLC CIK 0001564770 0.478 265 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benin Management CORP CIK 0001352871 0.711 152 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W1M Investment Management Ltd CIK 0001344114 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just DHR). Qtrs Held counts distinct quarters this fund has actually held DHR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DHR position size. Δ columns are the percentage-point change in DHR's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status