Who owns HAE (HAE)
Which tracked institutional funds hold HAE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HAE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
58 tracked funds added or opened HAE while 142 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
HAE’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes HAE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HAE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 325 tracked filers holding HAE, 172 increased or opened the position and 174 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in HAE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- VANGUARD PORTFOLIO MANAGEMENT LLC$144M
- VANGUARD CAPITAL MANAGEMENT LLC$118M
- Invenomic Capital Management LP$37M
- VANGUARD FIDUCIARY TRUST CO$18M
- JUPITER ASSET MANAGEMENT LTD$6M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$6M
Full exits 21
- VANGUARD GROUP INC$376M
- BARROW HANLEY MEWHINNEY & STRAUSS LLC$42M
- WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$25M
- LOOMIS SAYLES & CO L P$12M
- STEADFAST CAPITAL MANAGEMENT LP$7M
- SCHWARTZ INVESTMENT COUNSEL INC$5M
Largest adds
- NORGES BANK$22M
- Qube Research & Technologies Ltd$13M
- Pacer Advisors, Inc.$10M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$8M
- Boston Partners$6M
- Sio Capital Management, LLC$5M
Largest trims
- BlackRock, Inc.$267M
- NEUBERGER BERMAN GROUP LLC$109M
- Holocene Advisors, LP$101M
- CITADEL ADVISORS LLC$89M
- AQR CAPITAL MANAGEMENT LLC$68M
- Point72 Asset Management, L.P.$65M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NEUBERGER BERMAN GROUP LLC trimmed | 3,560,918 | $201M | 6.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 3,538,566 | $199M | 6.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 3,351,353 | $185M | 5.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,559,316 | $144M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,090,389 | $118M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 1,772,898 | $100M | 3.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,383,004 | $78M | 2.4% | 2026-Q1 |
| River Road Asset Management, LLC added | 1,327,989 | $75M | 2.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,326,057 | $75M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,218,978 | $69M | 2.2% | 2026-Q1 |
| FMR LLC trimmed | 1,177,484 | $66M | 2.1% | 2026-Q1 |
| North Peak Capital Management, LLC trimmed | 998,953 | $56M | 1.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 952,820 | $54M | 1.7% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 890,224 | $50M | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 857,965 | $48M | 1.5% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 841,017 | $47M | 1.5% | 2026-Q1 |
| Invenomic Capital Management LP added | 664,729 | $37M | 1.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. trimmed | 597,155 | $34M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 579,306 | $33M | 1.0% | 2026-Q1 |
| NORGES BANK added | 512,010 | $33M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 572,100 | $32M | 1.0% | 2026-Q1 |
| Boston Partners added | 556,679 | $31M | 1.0% | 2026-Q1 |
| UBS Group AG trimmed | 526,617 | $30M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 512,183 | $29M | 0.9% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 501,885 | $28M | 0.9% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 491,747 | $28M | 0.9% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 430,152 | $24M | 0.8% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 420,275 | $24M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 400,917 | $23M | 0.7% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 358,882 | $20M | 0.6% | 2026-Q1 |
| LONDON CO OF VIRGINIA added | 352,807 | $20M | 0.6% | 2026-Q1 |
| Aristotle Capital Boston, LLC trimmed | 346,386 | $20M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 323,585 | $18M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 328,909 | $18M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 320,010 | $18M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 298,992 | $17M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 293,439 | $17M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 258,153 | $15M | 0.5% | 2026-Q1 |
| CITIGROUP INC trimmed | 251,922 | $14M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 234,271 | $13M | 0.4% | 2026-Q1 |
| Sio Capital Management, LLC added | 220,672 | $12M | 0.4% | 2026-Q1 |
| Trexquant Investment LP added | 218,010 | $12M | 0.4% | 2026-Q1 |
| Pacer Advisors, Inc. added | 217,238 | $12M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 205,456 | $12M | 0.4% | 2026-Q1 |
| HRT FINANCIAL LP added | 193,634 | $11M | 0.3% | 2026-Q1 |
| MIZUHO MARKETS AMERICAS LLC trimmed | 192,314 | $11M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 191,760 | $11M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 191,001 | $11M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 190,650 | $11M | 0.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 186,327 | $11M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 186,163 | $10M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 177,401 | $10M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 152,958 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 139,845 | $8M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 137,978 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 135,697 | $8M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 92,135 | $7M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 130,185 | $7M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 125,029 | $7M | 0.2% | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD added | 115,094 | $6M | 0.2% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 114,277 | $6M | 0.2% | 2026-Q1 |
| KESTREL INVESTMENT MANAGEMENT CORP trimmed | 97,400 | $5M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 92,600 | $5M | 0.2% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 90,263 | $5M | 0.2% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 90,711 | $5M | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 87,937 | $5M | 0.2% | 2026-Q1 |
| HEARTLAND ADVISORS INC added | 85,000 | $5M | 0.2% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 77,840 | $4M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 77,222 | $4M | 0.1% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 73,992 | $4M | 0.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP | 71,475 | $4M | 0.1% | 2026-Q1 |
| SEIZERT CAPITAL PARTNERS, LLC new | 68,729 | $4M | 0.1% | 2026-Q1 |
| AMERICAN CAPITAL MANAGEMENT INC trimmed | 66,915 | $4M | 0.1% | 2026-Q1 |
| Walleye Capital LLC added | 66,359 | $4M | 0.1% | 2026-Q1 |
| Skylands Capital, LLC added | 65,825 | $4M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 65,375 | $4M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 65,237 | $4M | 0.1% | 2026-Q1 |
| ISTHMUS PARTNERS, LLC trimmed | 65,229 | $4M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 4,688,393 | $376M | 11.8% | 2025-Q4 stale |
| Capital Research Global Investors trimmed | 1,139,043 | $85M | 2.7% | 2025-Q2 stale |
| SG Capital Management LLC added | 906,892 | $68M | 2.1% | 2025-Q2 stale |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC trimmed | 523,113 | $42M | 1.3% | 2025-Q4 stale |
| Fisher Asset Management, LLC trimmed | 662,504 | $32M | 1.0% | 2025-Q3 stale |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 538,036 | $26M | 0.8% | 2025-Q3 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 314,654 | $25M | 0.8% | 2025-Q4 stale |
| Man Group plc added | 503,120 | $25M | 0.8% | 2025-Q3 stale |
| California Public Employees Retirement System trimmed | 187,227 | $14M | 0.4% | 2025-Q2 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 174,287 | $13M | 0.4% | 2025-Q2 stale |
| LOOMIS SAYLES & CO L P trimmed | 154,247 | $12M | 0.4% | 2025-Q4 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC trimmed | 150,351 | $11M | 0.4% | 2025-Q2 stale |
| STEADFAST CAPITAL MANAGEMENT LP new | 91,800 | $7M | 0.2% | 2025-Q4 stale |
| SCHWARTZ INVESTMENT COUNSEL INC trimmed | 65,000 | $5M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 79,467 | $5M | 0.2% | 2025-Q1 stale |
| Roubaix Capital, LLC new | 73,652 | $5M | 0.1% | 2025-Q1 stale |
| Prosight Management, LP added | 65,400 | $4M | 0.1% | 2025-Q1 stale |
| CASTLEARK MANAGEMENT LLC added | 48,300 | $4M | 0.1% | 2025-Q4 stale |
| COMERICA BANK added | 46,630 | $4M | 0.1% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 45,776 | $4M | 0.1% | 2025-Q4 stale |
| MACQUARIE GROUP LTD trimmed | 47,900 | $4M | 0.1% | 2025-Q2 stale |
| DEERFIELD MANAGEMENT COMPANY, L.P. added | 69,089 | $3M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.