Signals

☆HLNE

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-09-16 Insider Kramer Andrea Anigati (Chief Operating Officer) disposed via tax withholding ($68,470)
2026-09-16 Insider Armbrister Jeffrey Brian (Chief Financial Officer) disposed via tax withholding ($36,561)
2026-09-16 Insider SEXTON O GRIFFITH acquired via award
2026-09-16 Insider SCHMERTZLER MICHAEL acquired via award
2026-09-16 Insider VARON LESLIE F acquired via award
2026-06-30 Insider Kramer Andrea Anigati (Chief Operating Officer) acquired via award ($1,809)
2026-06-30 Insider Carl Drew Thomas (Chief Accounting Officer) acquired via award ($5,227)

Flow ranking

Rank#16806
Score / z0.000 / -0.02
Consensus144.81 over 234 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2027Q1
Accrual ratio—
F-score—
M-score—
Net issuance—

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Kramer Andrea Anigati F $68,470
2026-09-16 Armbrister Jeffrey Brian F $36,561
2026-09-16 SEXTON O GRIFFITH A —
2026-09-16 SCHMERTZLER MICHAEL A —
2026-09-16 VARON LESLIE F A —
2026-06-30 Kramer Andrea Anigati A $1,809
2026-06-30 Carl Drew Thomas A $5,227

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)
–
Fund Positions
–
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 405.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 339.5 1.0% 4 +0.0 pp +0.1 pp +0.0 pp +1.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 174.1 1.2% 4 -0.1 pp +0.1 pp +0.0 pp +1.2 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 131.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 121.6 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 109.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Champlain Investment Partners, LLC CIK 0001315478 0.213 129 108.1 1.4% 4 -0.1 pp -0.0 pp +0.3 pp +1.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 104.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 90.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Van Berkom & Associates Inc. CIK 0001524408 0.552 67 82.8 2.7% 4 -0.2 pp +0.1 pp -0.1 pp +2.7 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 72.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 70.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 67.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 67.4 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 66.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 65.1 0.1% 4 -0.1 pp +0.0 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 64.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 63.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 60.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 52.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 50.3 1.1% 4 -0.5 pp -0.3 pp -0.4 pp +1.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 44.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 42.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 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 36.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 36.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 36.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 35.1 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 34.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 33.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 32.4 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 31.9 0.0% 4 -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 30.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 28.7 0.5% 4 -0.2 pp -0.1 pp -0.1 pp +0.5 pp
☆GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 27.3 0.6% 4 -0.2 pp -0.1 pp -0.1 pp +0.6 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 26.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 25.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 18.9 0.2% 4 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 18.7 0.1% 4 -0.1 pp -0.0 pp +0.0 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 16.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 15.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DF DENT & CO INC CIK 0000934999 0.596 271 15.6 0.3% 4 -0.2 pp -0.2 pp -0.2 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 15.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 14.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 13.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 12.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 12.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 10.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 9.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 7.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 7.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 6.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 6.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 5.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 5.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bullseye Asset Management LLC CIK 0001513779 0.127 56 4.9 2.8% 4 -1.1 pp -1.0 pp -1.0 pp +2.8 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.5 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.4 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 4.0 0.0% 4 -0.2 pp -0.2 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 3.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.3 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 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 3.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 2.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 2.2 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Diversified Trust Co CIK 0001479844 0.817 1115 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆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
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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 HLNE). Qtrs Held counts distinct quarters this fund has actually held HLNE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HLNE position size. Δ columns are the percentage-point change in HLNE'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