Signals

HLNE

547 in-universe funds with a nonzero position in HLNE within the trailing 4 quarters, as of 2026Q2

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#1469
Score / z0.000 / 0.02
Consensus137.81 over 239 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

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 337.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 240.7 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 141.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 141.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 107.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 95.8 0.4% 4 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 94.8 0.1% 5 +0.1 pp -0.0 pp -0.1 pp -0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 90.8 0.6% 5 -0.6 pp -0.6 pp -0.5 pp -0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 82.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 81.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 69.8 2.2% 5 -0.5 pp -0.7 pp -0.4 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 67.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 59.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 53.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 48.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 47.7 0.0% 5 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 47.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 47.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 46.6 0.0% 1 +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 46.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 45.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 39.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 39.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 38.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 38.3 0.8% 5 -0.3 pp -0.8 pp -0.6 pp -0.7 pp
DF DENT & CO INC CIK 0000934999 0.596 271 37.5 0.7% 5 +0.4 pp +0.2 pp +0.2 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 34.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 34.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 31.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 31.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 29.3 0.0% 5 -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 28.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 28.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 27.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 25.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 25.5 0.4% 3 -0.2 pp -0.3 pp +0.4 pp +0.4 pp
Man Group plc CIK 0001637460 0.631 2032 25.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 23.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 23.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 21.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 20.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 18.6 0.3% 5 -0.2 pp -0.4 pp -0.3 pp -0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 15.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 14.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GENEVA CAPITAL MANAGEMENT LLC CIK 0001009232 0.655 119 11.7 0.3% 5 -0.3 pp -0.5 pp -0.4 pp -0.4 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 11.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 11.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 9.0 0.0% 5 +0.0 pp -0.1 pp -0.2 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 8.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 8.6 0.1% 1 +0.1 pp -0.1 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 8.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 7.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 7.1 0.1% 3 -0.4 pp -0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS CIK 0001274981 0.561 1107 6.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 6.0 0.1% 5 -0.2 pp -0.1 pp +0.0 pp -0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 5.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 5.2 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 4.5 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 4.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bullseye Asset Management LLC CIK 0001513779 0.127 56 4.3 2.2% 5 -0.6 pp -1.7 pp -1.6 pp -1.7 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 3.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 3.6 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 3 -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 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.4 0.0% 5 -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 2.3 0.0% 5 +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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.8 0.1% 2 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 5 -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 1.4 0.0% 5 -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 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 1.4 0.0% 1 +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 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.2 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 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.597 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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
Legato Capital Management LLC CIK 0001442641 0.058 678 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 -0.0 pp -0.1 pp
LVW Advisors, LLC CIK 0001576053 0.582 462 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
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
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 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
Argent Trust Co CIK 0001625292 0.533 769 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 +0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 pp -0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Engle Capital Management, L.P. CIK 0001684868 0.476 20 0.0 0.0% 0 +0.0 pp -2.6 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Outlook Wealth Advisors, LLC CIK 0001767151 0.216 305 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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