Signals

HSIC

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

Flow ranking

Rank#237
Score / z0.978 / 1.16
Consensus186.22 over 321 funds
Momentumno 12m return

Price & positioning

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

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 / 2
FiledFormItems
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
2025-11-04 8-K 2.02, 9.01
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 1,307.3 22.9% 5 +1.3 pp +4.0 pp +5.5 pp -0.7 pp
FMR LLC CIK 0000315066 0.989 5571 630.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 586.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 540.2 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 530.1 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 4177 359.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 345.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 288.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 283.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 275.6 6.3% 5 +1.4 pp +1.9 pp +3.1 pp +1.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 263.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 244.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 227.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Palestra Capital Management LLC CIK 0001568788 0.439 21 204.3 6.9% 5 -3.0 pp +0.5 pp -2.5 pp -0.6 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 176.7 0.1% 5 +0.0 pp -0.0 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 175.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 151.8 2.2% 5 +0.4 pp +0.3 pp +0.5 pp +0.4 pp
LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 122.6 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 109.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 107.5 7.1% 5 +0.0 pp -0.3 pp -0.0 pp +0.7 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 107.3 1.9% 5 +0.0 pp -0.1 pp +0.2 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 107.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 103.4 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 101.3 0.0% 6 -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 98.1 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 86.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 80.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 77.1 0.3% 1 +0.3 pp +0.3 pp +0.1 pp +0.3 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 71.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DME Capital Management, LP CIK 0001489933 0.694 46 60.0 1.5% 3 +0.2 pp +0.3 pp +1.5 pp +1.5 pp
Ananym Capital Management, LP CIK 0002037077 0.621 8 58.0 20.9% 5 +1.9 pp +3.9 pp +6.9 pp +5.5 pp
Ulysses Management LLC CIK 0001510912 0.642 31 55.6 19.2% 5 +1.2 pp +6.0 pp +9.1 pp +12.1 pp
STALEY CAPITAL ADVISERS INC CIK 0001106565 0.777 193 55.3 2.2% 5 +0.7 pp +2.1 pp +2.1 pp +2.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 45.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.9 0.0% 6 -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 42.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 38.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 36.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 36.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 35.2 3.0% 5 +0.2 pp +0.4 pp +0.8 pp +0.5 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.405 43 33.4 4.6% 5 -0.0 pp -0.2 pp +0.3 pp +1.3 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 30.5 0.3% 5 +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 30.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 27.3 0.7% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 24.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 24.1 2.0% 5 +0.0 pp +0.1 pp +0.3 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 22.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 22.6 2.1% 2 +1.0 pp +2.1 pp +2.1 pp +2.1 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 22.1 9.0% 5 -1.5 pp +2.0 pp +4.1 pp +3.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 21.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 21.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 20.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 20.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 17.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 16.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 16.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 16.6 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 16.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 16.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 16.0 1.2% 3 -1.0 pp -0.8 pp +1.2 pp +1.2 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 15.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 14.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 14.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 14.0 2.4% 5 +0.4 pp +0.0 pp +0.3 pp -2.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
James J. Burns & Company, LLC CIK 0001949059 0.674 163 12.8 1.4% 5 -0.1 pp +1.3 pp +1.3 pp +1.2 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 11.6 0.5% 5 -0.0 pp +0.0 pp +0.1 pp -0.1 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 11.3 2.6% 2 +2.5 pp +2.6 pp +2.6 pp +2.6 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 11.2 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 10.2 0.0% 1 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 10.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 10.0 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFR Wealth Management, LLC CIK 0001877822 0.482 53 9.5 2.3% 5 +0.2 pp +0.2 pp +0.5 pp +0.3 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.9 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 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 8.7 0.6% 5 -0.1 pp -0.6 pp -0.8 pp -1.0 pp
Stenger Family Office, LLC CIK 0002056106 0.507 123 8.5 1.4% 2 -0.0 pp +1.4 pp -0.2 pp +1.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 8.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 8.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 8.1 0.4% 3 -0.8 pp -1.2 pp +0.4 pp +0.4 pp
Man Group plc CIK 0001637460 0.631 2032 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 7.6 3.3% 5 +0.2 pp -1.1 pp -0.9 pp -1.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 6.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berger Financial Group, Inc CIK 0001826136 0.633 475 6.5 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 6.4 0.2% 4 +0.2 pp +0.1 pp -0.1 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 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Foyston, Gordon & Payne Inc CIK 0001322853 0.324 68 6.3 1.3% 5 +0.1 pp +0.2 pp +0.3 pp -0.5 pp
LGT Group Foundation CIK 0001911278 0.801 284 6.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.2 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 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 5.9 0.7% 5 -0.4 pp -0.5 pp -0.4 pp -0.6 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 5.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 4.8 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELCH CAPITAL PARTNERS LLC/NY CIK 0001042063 0.934 26 4.8 0.9% 4 -0.1 pp -1.3 pp -1.1 pp +0.9 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 4.4 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 4.2 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 4.0 0.0% 5 -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% 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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.7 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 3.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 3.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 3.4 0.5% 5 -0.4 pp -0.4 pp -1.0 pp -1.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 3.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
SEB Asset Management AB CIK 0002127509 0.832 700 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 2.9 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Formuepleje A/S CIK 1801212 0.374 96 2.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 2.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.7 0.0% 5 -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 2.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 2.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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FIGURE 8 INVESTMENT STRATEGIES LLC CIK 0001909570 0.183 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.6 pp
Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farringdon Capital, Ltd. CIK 0001750980 0.000 184 0.0 0.0% 0 -0.0 pp -0.2 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
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
Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STEVENS CAPITAL MANAGEMENT LP CIK 0001134813 0.006 213 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Siemens Fonds Invest GmbH CIK 0001856637 0.577 538 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Reflection Asset Management CIK 0002108398 0.101 127 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -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% 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
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sio Capital Management, LLC CIK 0001482416 0.050 57 0.0 0.0% 0 +0.0 pp +0.0 pp -3.7 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Napier Financial, LLC CIK 0002086579 0.647 472 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
One Fin Capital Management LP CIK 0001753875 0.050 22 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.2 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
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 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
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
PATTON FUND MANAGEMENT, INC. CIK 0001689232 0.052 86 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DAVIS R M INC CIK 0000891287 0.824 280 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 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
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
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
FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Defilade Capital Management, L.P. CIK 0002088557 0.018 39 0.0 0.0% 0 -6.5 pp +0.0 pp +0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 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
Marathon Partners Equity Management, LLC CIK 0001353311 0.618 14 0.0 0.0% 0 -1.1 pp -3.6 pp -4.1 pp -7.3 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fiduciary Group, LLC CIK 0001645890 0.530 305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Daiichi Life Insurance Co., Ltd. CIK 0001697728 0.480 470 0.0 0.0% 0 +0.0 pp +0.0 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
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -2.1 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.1 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
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
Merkkuri Wealth Advisors LLC CIK 0002040317 0.191 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KETTLE HILL CAPITAL MANAGEMENT, LLC CIK 0001387369 0.018 35 0.0 0.0% 0 +0.0 pp +0.0 pp -3.2 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
Olstein Capital Management, L.P. CIK 0000947996 0.000 0 0.0 0.0% 0 -1.2 pp -1.4 pp -1.3 pp -1.3 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
Heritage Wealth Advisors CIK 0001591122 0.892 703 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 (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