13F institutional ownership facts

Institutions tracked

43

Reported value

$193,627,355.00

Reported shares

20,749,087

Latest filing period

Q2 2026

Top institutional holders

  1. Dodge & Cox · $1,398,888,950 · 0.73%
  2. Steve Cohen - Point72 Asset Management · $86,435,499 · 0.1%
  3. First Eagle Investment Management · $39,417,910 · 0.07%
  4. Nuveen · $143,055,570 · 0.03%
  5. Jane Street Group · $34,232,852 · 0%
  6. David E. Shaw - D.E. Shaw & Co. · $23,560,984 · 0.01%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HLN

Institutional Holdings

43

Top Institutions

Top Institutions

1

Dodge & Cox

149,934,507 shares

0.73%

% of Portfolio

2

Steve Cohen - Point72 Asset Management

9,264,255 shares

0.10%

% of Portfolio

3

First Eagle Investment Management

4,224,856 shares

0.07%

% of Portfolio

4

Nuveen

15,332,859 shares

0.03%

% of Portfolio

5

Jane Street Group

3,669,116 shares

0.00%

% of Portfolio

6

David E. Shaw - D.E. Shaw & Co.

2,525,293 shares

0.01%

% of Portfolio

7

Jamie Dimon - JPMorgan Chase

10,824,395 shares

0.01%

% of Portfolio

8

Morgan Stanley

19,461,762 shares

0.01%

% of Portfolio

9

Bill Nygren - Oakmark Select Fund

16,833,252 shares

0.21%

% of Portfolio

10

WCM Investment Management

2,623,246 shares

0.04%

% of Portfolio

11

Jeremy Grantham - GMO

1,486,022 shares

0.03%

% of Portfolio

12

Jan van Eck - VanEck

3,095,451 shares

0.02%

% of Portfolio

13

Wellington Management

3,273,583 shares

0.01%

% of Portfolio

14

Ken Griffin - Citadel Advisors

1,663,132 shares

NaN%

% of Portfolio

15

Israel Englander - Millennium Management

932,186 shares

NaN%

% of Portfolio

16

David Solomon - Goldman Sachs

5,394,442 shares

NaN%

% of Portfolio

17

Northern Trust Corp

3,965,011 shares

NaN%

% of Portfolio

18

Neuberger Berman

677,951 shares

NaN%

% of Portfolio

19

Franklin Resources

1,295,541 shares

NaN%

% of Portfolio

20

UBS Group

1,124,074 shares

NaN%

% of Portfolio

21

Mike Hankin - Brown Advisory INC

79,244 shares

NaN%

% of Portfolio

22

Cliff Asness - AQR Capital Management

342,734 shares

NaN%

% of Portfolio

23

PNC Financial Services

235,375 shares

NaN%

% of Portfolio

24

Ken Fisher - Fisher Asset Management

329,891 shares

NaN%

% of Portfolio

25

Charles Schwab

702,611 shares

NaN%

% of Portfolio

26

Josef Lakonishok - Lsv Asset Management

41,800 shares

NaN%

% of Portfolio

27

Two Sigma Investments

83,638 shares

NaN%

% of Portfolio

28

Larry Fink - BlackRock

3,977,539 shares

NaN%

% of Portfolio

29

Lazard Asset Management

12,000 shares

NaN%

% of Portfolio

30

Fidelity International (FIL)

4,582 shares

NaN%

% of Portfolio

31

Invesco

18,708 shares

NaN%

% of Portfolio

32

State Street Corp

28,414 shares

NaN%

% of Portfolio

33

BNP Paribas

445 shares

NaN%

% of Portfolio

34

T. Rowe Price

15 shares

NaN%

% of Portfolio

35

Paul Tudor Jones - Tudor Investment Corp

762,877 shares

0.01%

% of Portfolio

36

Exoduspoint Capital Management, Lp

98,433 shares

0.01%

% of Portfolio

37

Manning & Napier

300,561 shares

0.04%

% of Portfolio

38

Ray Dalio - Bridgewater Associates

403,127 shares

0.02%

% of Portfolio

39

Murray Stahl - Horizon Kinetics

12,434 shares

NaN%

% of Portfolio

40

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

41

Tweedy, Browne Co

72,035 shares

0.05%

% of Portfolio

42

Jeff Auxier - Auxier Asset Management

36,442 shares

0.05%

% of Portfolio

43

Thomas Kahn - Kahn Brothers Group

56,431 shares

0.10%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

22%

MEDIUM

33%

SMALL

14%

Geographic Distribution

North America
61%
Europe
22%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

56

Sellers

17

Holders

98

New

22

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

17

Purchase Value

$13.4M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

86

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
71
Recent Activity
82
Concentration
63
Momentum
79
Stability
62

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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