13F institutional ownership facts

Institutions tracked

47

Reported value

$55,876,991.00

Reported shares

708,829

Latest filing period

Q2 2026

Top institutional holders

  1. Adage Capital Partners · $48,396,496 · 0.07%
  2. Renaissance Technologies · $31,644,806 · 0.04%
  3. Steve Cohen - Point72 Asset Management · $28,184,957 · 0.03%
  4. Israel Englander - Millennium Management · $47,749,302 · 0.02%
  5. Two Sigma Investments · $14,725,208 · 0.01%
  6. BNP Paribas · $17,603,527 · 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.

$HLNE

Institutional Holdings

47

Top Institutions

Top Institutions

1

Adage Capital Partners

613,935 shares

0.07%

% of Portfolio

2

Renaissance Technologies

401,431 shares

0.04%

% of Portfolio

3

Steve Cohen - Point72 Asset Management

357,541 shares

0.03%

% of Portfolio

4

Israel Englander - Millennium Management

605,725 shares

0.02%

% of Portfolio

5

Two Sigma Investments

186,797 shares

0.01%

% of Portfolio

6

BNP Paribas

223,310 shares

0.01%

% of Portfolio

7

Cliff Asness - AQR Capital Management

511,474 shares

0.01%

% of Portfolio

8

Ken Griffin - Citadel Advisors

1,203,158 shares

0.01%

% of Portfolio

9

SG Americas Securities

128,784 shares

0.01%

% of Portfolio

10

Larry Fink - BlackRock

4,281,385 shares

0.01%

% of Portfolio

11

Jane Street Group

189,528 shares

NaN%

% of Portfolio

12

UBS Group

494,611 shares

NaN%

% of Portfolio

13

Jan van Eck - VanEck

99,827 shares

NaN%

% of Portfolio

14

Geode Capital Management

1,048,417 shares

NaN%

% of Portfolio

15

Northern Trust Corp

434,241 shares

NaN%

% of Portfolio

16

Invesco

580,344 shares

NaN%

% of Portfolio

17

Morgan Stanley

857,072 shares

NaN%

% of Portfolio

18

Amundi

178,647 shares

NaN%

% of Portfolio

19

Charles Schwab

325,095 shares

NaN%

% of Portfolio

20

Franklin Resources

193,125 shares

NaN%

% of Portfolio

21

State Street Corp

1,355,756 shares

NaN%

% of Portfolio

22

David Solomon - Goldman Sachs

362,605 shares

NaN%

% of Portfolio

23

CalPERS

58,694 shares

NaN%

% of Portfolio

24

Nuveen

126,558 shares

NaN%

% of Portfolio

25

New York State Teachers Retirement System - New York State Teachers Retirement System

10,483 shares

NaN%

% of Portfolio

26

Legal & General

77,683 shares

NaN%

% of Portfolio

27

Canada Pension Plan Investment Board

25,600 shares

NaN%

% of Portfolio

28

Jamie Dimon - JPMorgan Chase

248,799 shares

NaN%

% of Portfolio

29

Ron Baron - Baron Capital

5,884 shares

NaN%

% of Portfolio

30

Neuberger Berman

7,881 shares

NaN%

% of Portfolio

31

T. Rowe Price

41,744 shares

NaN%

% of Portfolio

32

Ensign Peak Advisors

2,399 shares

NaN%

% of Portfolio

33

Voya Investment Mgmt

3,005 shares

NaN%

% of Portfolio

34

PNC Financial Services

1,648 shares

NaN%

% of Portfolio

35

Mitsubishi Ufj Asset Management Co., Ltd.

110 shares

NaN%

% of Portfolio

36

Capital World Investors

0 shares

0.00%

% of Portfolio

37

Fidelity International (FIL)

0 shares

0.00%

% of Portfolio

38

Wellington Management

0 shares

0.00%

% of Portfolio

39

Wasatch Advisors Inc

1,151,560 shares

0.59%

% of Portfolio

40

Segall Bryant & Hamill, LLC

108,654 shares

0.10%

% of Portfolio

41

Jefferies Group

76,476 shares

0.04%

% of Portfolio

42

Natixis

77,703 shares

0.02%

% of Portfolio

43

Paul Tudor Jones - Tudor Investment Corp

114,717 shares

0.01%

% of Portfolio

44

Exoduspoint Capital Management, Lp

20,126 shares

0.01%

% of Portfolio

45

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

46

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

47

Scott Brayman - Champlain Invest Partners

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

20%

MEDIUM

20%

SMALL

20%

Geographic Distribution

North America
70%
Europe
15%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

45

Sellers

15

Holders

85

New

8

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

15

Purchase Value

$28.1M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

65

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
70
Recent Activity
60
Concentration
70
Momentum
65
Stability
83

Recent Actions

New

10

Increased

25

Decreased

8

Exited

2

Total

45

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