Signals

← Signals

☆HDB

677 in-universe funds with a nonzero position in HDB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#35
Score / z3.889 / 5.83
Consensus347.03 over 575 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆GQG Partners LLC CIK 0001697233 0.860 102 1,782.6 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,040.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 925.1 6.8% 2 -0.5 pp +6.8 pp +6.8 pp +6.8 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 861.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆FIL Ltd CIK 0000318989 0.878 1140 835.7 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 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 759.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 656.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 543.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 474.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 449.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 421.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 408.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 396.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 392.0 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 372.9 2.2% 2 -0.7 pp +2.2 pp +2.2 pp +2.2 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 371.4 1.3% 2 -1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 348.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 315.0 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 313.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PineStone Asset Management Inc. CIK 0001904893 0.920 44 278.9 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 271.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kontiki Capital Management (HK) Ltd. CIK 0001713390 0.957 7 253.4 13.5% 2 -3.0 pp +13.5 pp +13.5 pp +13.5 pp
☆M&G Plc CIK 0001802539 0.820 370 237.0 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 232.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 217.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DODGE & COX CIK 0000200217 0.944 222 212.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SANDS CAPITAL MANAGEMENT, LLC CIK 0001020066 0.850 71 211.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Trinity Street Asset Management LLP CIK 0001592579 0.799 23 209.5 14.3% 2 -2.9 pp +14.3 pp +14.3 pp +14.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 207.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 189.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 184.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 184.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 182.3 6.7% 2 -0.6 pp +6.7 pp +6.7 pp +6.7 pp
☆Northcape Capital Pty Ltd CIK 0001686776 0.933 8 179.8 24.9% 1 +24.9 pp +24.9 pp +24.9 pp +24.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 176.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 164.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 157.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 152.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 149.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aikya Investment Management Ltd CIK 0002005403 0.898 5 147.9 41.4% 2 -5.7 pp +41.4 pp +41.4 pp +41.4 pp
☆Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 145.9 7.2% 2 +0.6 pp +7.2 pp +7.2 pp +7.2 pp
☆Capital World Investors CIK 0001422849 0.974 637 144.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 139.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 129.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 121.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 118.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 113.3 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 110.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 109.5 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 105.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 105.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 104.0 2.5% 2 +0.0 pp +2.5 pp +2.5 pp +2.5 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 101.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 98.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 92.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 87.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 85.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 83.4 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 83.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 82.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 81.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 81.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 81.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 80.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 80.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 77.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 76.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 75.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 68.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Charles-Lim Capital Ltd CIK 0001634255 0.776 6 68.3 17.4% 2 -11.2 pp +17.4 pp +17.4 pp +17.4 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 67.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 67.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Intermede Investment Partners Ltd CIK 0001664713 0.717 30 66.8 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 62.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 62.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 59.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 58.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 57.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 52.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUDSON EDGE INVESTMENT PARTNERS INC. CIK 0000740272 0.473 123 51.5 8.3% 2 -1.5 pp +8.3 pp +8.3 pp +8.3 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 50.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Formuepleje A/S CIK 1801212 0.374 96 49.7 2.8% 4 -2.4 pp -2.4 pp -0.1 pp +2.8 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 47.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Milestone Resources Group Ltd CIK 0001708139 0.926 8 46.8 2.3% 2 -0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 42.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 40.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 39.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 38.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 38.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Valiant Capital Management, L.P. CIK 0001452689 0.804 25 36.3 3.4% 2 -0.8 pp +3.4 pp +3.4 pp +3.4 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 36.0 1.0% 2 -1.2 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 35.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 32.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 30.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marathon Asset Management Ltd CIK 0001861026 0.637 74 30.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 29.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dundas Partners LLP CIK 0001742418 0.708 31 29.5 2.1% 2 -0.3 pp +2.1 pp +2.1 pp +2.1 pp
☆PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 29.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 29.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 28.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 27.9 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 26.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orbis Allan Gray Ltd CIK 0001663865 0.815 97 25.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 25.8 1.4% 2 -1.7 pp +1.4 pp +1.4 pp +1.4 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 25.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Two Creeks Capital Management, LP CIK 0001606430 0.000 13 25.2 1.8% 2 -1.6 pp +1.8 pp +1.8 pp +1.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NS Partners Ltd CIK 0001657111 0.507 77 24.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆New Vernon Capital Holdings II LLC CIK 0001512538 0.279 73 23.8 11.0% 2 -1.9 pp +11.0 pp +11.0 pp +11.0 pp
☆GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 23.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 21.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Ashoka WhiteOak Capital Pte Ltd CIK 0002031708 0.385 17 20.8 8.1% 2 -6.6 pp +8.1 pp +8.1 pp +8.1 pp
☆BARINGS LLC CIK 0000009015 0.845 191 20.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 20.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 20.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 20.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 19.7 2.2% 2 -0.5 pp +2.2 pp +2.2 pp +2.2 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 18.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOKIO MARINE ASSET MANAGEMENT CO LTD CIK 0001504169 0.627 632 18.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 18.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 18.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 17.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 17.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 17.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Breakout Capital Partners, LP CIK 0001935243 0.415 8 16.7 12.4% 2 -6.0 pp +12.4 pp +12.4 pp +12.4 pp
☆Lancaster Investment Management CIK 0001630064 0.178 9 15.8 6.8% 2 +1.1 pp +6.8 pp +6.8 pp +6.8 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 15.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 15.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 15.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 14.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 14.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 13.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 13.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JACOBSON & SCHMITT ADVISORS, LLC CIK 0001632096 0.374 81 13.1 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 12.8 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 12.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MayTech Global Investments, LLC CIK 0001731134 0.806 22 12.2 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
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☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 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
☆Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dalton Investments, Inc. CIK 0001388838 0.703 16 0.0 0.0% 0 -3.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆INDUS CAPITAL PARTNERS, LLC CIK 0001350879 0.000 2 0.0 0.0% 0 -71.3 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trek Financial, LLC CIK 0001768195 0.100 501 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ovata Capital Management Ltd CIK 0001724517 0.000 43 0.0 0.0% 0 -6.3 pp +0.0 pp +0.0 pp +0.0 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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 HDB). Qtrs Held counts distinct quarters this fund has actually held HDB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HDB position size. Δ columns are the percentage-point change in HDB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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