Signals

HR

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

Flow ranking

Rank#22381
Score / z-0.024 / -0.04
Consensus184.92 over 303 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+12% / 4.7d

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)
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 931.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 290.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Resolution Capital Ltd CIK 0001612389 0.895 39 238.4 5.0% 3 +2.0 pp +2.8 pp +5.0 pp +5.0 pp
APG Asset Management US Inc. CIK 0001323255 0.969 61 175.4 1.4% 4 -0.3 pp -0.3 pp -0.1 pp +1.4 pp
Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 143.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 123.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RUSH ISLAND MANAGEMENT, LP CIK 0001736465 0.352 22 122.8 8.2% 4 -1.3 pp -1.4 pp -6.5 pp +8.2 pp
Starboard Value LP CIK 0001517137 0.869 21 115.9 2.5% 4 -1.5 pp -2.4 pp -2.8 pp +2.5 pp
CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 0.917 80 109.2 1.1% 4 +0.1 pp +0.3 pp +0.4 pp +1.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 83.2 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 78.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 74.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 67.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 60.1 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 59.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 58.0 0.0% 4 -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 55.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 54.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 50.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 48.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 46.9 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 38.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 37.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 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 37.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 36.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 33.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 26.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 23.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 22.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 18.9 2.6% 4 +0.2 pp +0.4 pp +0.6 pp +2.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 17.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 15.6 1.7% 4 +0.0 pp -0.0 pp +0.1 pp +1.7 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 15.6 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 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 14.5 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 13.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 13.5 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 12.1 1.1% 4 -0.1 pp -0.2 pp -0.1 pp +1.1 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 12.0 0.2% 4 +0.0 pp +0.0 pp -0.5 pp +0.2 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 11.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 11.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 9.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 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 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 7.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sapience Investments, LLC CIK 0001682598 0.022 114 7.3 0.9% 1 +0.9 pp +0.9 pp -1.0 pp +0.9 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 7.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 6.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 6.1 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 5.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 5.3 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.2 0.0% 1 +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 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 5.1 0.0% 1 +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 5.0 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 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 4.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 4.1 0.0% 4 +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 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.6 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 3.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 3.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 3.0 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 3.0 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 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 2.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.4 0.0% 1 +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 2.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Presima Securities ULC CIK 0001399360 0.000 0 2.2 1.2% 4 -0.0 pp +0.6 pp +0.8 pp +1.2 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 2.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMG National Trust Bank CIK 0001388829 0.744 439 2.0 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 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.8 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 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 1.8 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Thistle LLC CIK 0001755987 0.000 466 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 1.6 0.9% 4 +0.1 pp +0.0 pp +0.1 pp +0.9 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.3 0.0% 4 +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
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 1.1 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 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp -0.4 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pensionfund Sabic CIK 0001637246 0.347 76 0.0 0.0% 0 -0.1 pp -0.2 pp -0.3 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 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
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
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 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 -0.0 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 +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 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
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 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
Sophron Capital Management L.P. CIK 0002027142 0.113 43 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
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CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
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Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 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 HR). Qtrs Held counts distinct quarters this fund has actually held HR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HR position size. Δ columns are the percentage-point change in HR'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