Signals

HSIC

513 in-universe funds with a nonzero position in HSIC within the trailing 4 quarters, as of 2025Q2

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

DateTypeWhat happened
2026-09-22 8-K Item(s) 1.01, 2.03, 9.01
2026-08-04 8-K Item(s) 2.02, 9.01
2026-07-30 8-K Item(s) 5.02, 7.01, 9.01
2026-05-22 8-K Item(s) 5.07, 7.01, 9.01
2026-05-05 8-K Item(s) 2.02, 9.01
2026-02-24 8-K Item(s) 2.02, 9.01
2026-01-12 8-K Item(s) 5.02, 5.03, 9.01
2025-12-23 8-K Item(s) 5.02, 9.01
2025-12-23 8-K Item(s) 1.01, 2.03, 9.01
2025-12-09 8-K Item(s) 1.01

Flow ranking

Rank#182
Score / z1.125 / 1.42
Consensus173.55 over 307 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-10% / 3.8d

Forensics

Clean as of 2026Q2
Accrual ratio-0.013
F-score6
M-score
Net issuance-25.8%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-22 8-K 1.01, 2.03, 9.01
2026-08-04 8-K 2.02, 9.01
2026-07-30 8-K 5.02, 7.01, 9.01
2026-05-22 8-K 5.07, 7.01, 9.01
2026-05-05 8-K 2.02, 9.01
2026-02-24 8-K 2.02, 9.01
2026-01-12 8-K 5.02, 5.03, 9.01
2025-12-23 8-K 5.02, 9.01
2025-12-23 8-K 1.01, 2.03, 9.01
2025-12-09 8-K 1.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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
Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 1,143.4 23.6% 1 +23.6 pp +23.6 pp +23.6 pp +23.6 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 944.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 533.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 472.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 456.8 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 381.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 333.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 332.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 270.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Palestra Capital Management LLC CIK 0001568788 0.439 21 255.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 229.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 204.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 179.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 178.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 165.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burgundy Asset Management Ltd. CIK 0001315868 0.000 0 161.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 120.8 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 118.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 117.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 116.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 114.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 109.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Standard Investments LLC CIK 0001539436 0.940 11 109.3 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
NORGES BANK CIK 0001374170 0.994 1617 89.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 86.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 82.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 82.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 79.2 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 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 72.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 71.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 67.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 59.1 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 58.8 0.0% 1 +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 52.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 51.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 50.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 49.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.9 0.0% 1 +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 37.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 37.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wolf Hill Capital Management, LP CIK 0001785988 0.205 26 36.5 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Ananym Capital Management, LP CIK 0002037077 0.621 8 35.6 15.4% 1 +15.4 pp +15.4 pp +15.4 pp +15.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ulysses Management LLC CIK 0001510912 0.642 31 33.1 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 33.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 27.5 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 26.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 25.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 24.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 22.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 22.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 21.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 21.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 20.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 18.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 17.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.405 43 17.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 17.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 15.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 12.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
One Fin Capital Management LP CIK 0001753875 0.050 22 12.4 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 10.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 9.3 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFR Wealth Management, LLC CIK 0001877822 0.482 53 8.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Foyston, Gordon & Payne Inc CIK 0001322853 0.324 68 8.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Marathon Partners Equity Management, LLC CIK 0001353311 0.619 14 8.0 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 7.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 7.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 5.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JLB & ASSOCIATES INC CIK 0001085227 0.383 68 5.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 4.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.3 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 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 4.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 3.2 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 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 2.7 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 2.7 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 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTH PLAINS FINANCIAL, INC. (SPFI) CIK 0001163668 0.267 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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 HSIC). Qtrs Held counts distinct quarters this fund has actually held HSIC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its HSIC position size. Δ columns are the percentage-point change in HSIC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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