Who owns HIFS (HIFS)
Which tracked institutional funds hold HIFS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HIFS 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
26 tracked funds added or opened HIFS while 13 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
HIFS’s largest tracked holder by dollar value, Maren Capital LLC, sizes it at 3.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HIFS 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 133 tracked filers holding HIFS, 67 increased or opened the position and 55 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 HIFS 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 12
- VANGUARD CAPITAL MANAGEMENT LLC$21M
- BESSEMER GROUP INC$4M
- VANGUARD PORTFOLIO MANAGEMENT LLC$4M
- VANGUARD FIDUCIARY TRUST CO$4M
- MARSHALL WACE, LLP$3M
- ExodusPoint Capital Management, LP$1M
Full exits 3
- VANGUARD GROUP INC$24M
- ANCHOR CAPITAL ADVISORS LLC$2M
- Ancora Advisors LLC$587K
Largest adds
- MILLENNIUM MANAGEMENT LLC$7M
- BlackRock, Inc.$4M
- ROYCE & ASSOCIATES LP$3M
- BNP PARIBAS FINANCIAL MARKETS$2M
- GOLDMAN SACHS GROUP INC$2M
- D. E. Shaw & Co., Inc.$2M
Largest trims
- UBS Group AG$4M
- Crawford Fund Management, LLC$3M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$1M
- JPMORGAN CHASE & CO$1M
- BARCLAYS PLC$473K
- MORGAN STANLEY$419K
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 |
|---|---|---|---|---|
| Maren Capital LLC trimmed | 206,955 | $59M | 13.1% | 2026-Q1 |
| BlackRock, Inc. added | 143,153 | $41M | 9.1% | 2026-Q1 |
| ROYCE & ASSOCIATES LP added | 118,287 | $34M | 7.5% | 2026-Q1 |
| Doma Perpetual Capital Management LLC | 117,354 | $34M | 7.4% | 2026-Q1 |
| SCHWARTZ INVESTMENT COUNSEL INC | 81,087 | $23M | 5.1% | 2026-Q1 |
| STATE STREET CORP trimmed | 78,698 | $22M | 5.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 74,718 | $21M | 4.7% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 57,500 | $16M | 3.6% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 42,991 | $12M | 2.7% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 41,936 | $12M | 2.7% | 2026-Q1 |
| UBS Group AG trimmed | 41,474 | $12M | 2.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 33,987 | $10M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 27,666 | $8M | 1.8% | 2026-Q1 |
| De Lisle Partners LLP | 26,759 | $8M | 1.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 25,475 | $7M | 1.6% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 25,119 | $7M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 15,402 | $4M | 1.0% | 2026-Q1 |
| Crawford Fund Management, LLC trimmed | 14,659 | $4M | 0.9% | 2026-Q1 |
| MISSION WEALTH MANAGEMENT, LP trimmed | 14,650 | $4M | 0.9% | 2026-Q1 |
| BESSEMER GROUP INC added | 14,000 | $4M | 0.9% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 13,859 | $4M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 13,712 | $4M | 0.9% | 2026-Q1 |
| HENNESSY ADVISORS INC | 13,000 | $4M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 12,656 | $4M | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,545 | $4M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 12,371 | $4M | 0.8% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 12,163 | $3M | 0.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 11,073 | $3M | 0.7% | 2026-Q1 |
| MARSHALL WACE, LLP added | 9,052 | $3M | 0.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 8,913 | $3M | 0.6% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 8,333 | $2M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 7,626 | $2M | 0.5% | 2026-Q1 |
| Liontrust Investment Partners LLP | 7,350 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 7,014 | $2M | 0.4% | 2026-Q1 |
| ExodusPoint Capital Management, LP new | 5,137 | $1M | 0.3% | 2026-Q1 |
| Quantinno Capital Management LP added | 4,795 | $1M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 4,460 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 4,275 | $1M | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,000 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 3,747 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 3,587 | $1M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,481 | $995K | 0.2% | 2026-Q1 |
| Quantbot Technologies LP added | 3,444 | $984K | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 3,388 | $968K | 0.2% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 3,333 | $953K | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 3,282 | $938K | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 3,194 | $913K | 0.2% | 2026-Q1 |
| BALDWIN WEALTH PARTNERS LLC/MA trimmed | 3,181 | $909K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 3,156 | $902K | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 3,041 | $869K | 0.2% | 2026-Q1 |
| RFG - Bristol Wealth Advisors, LLC added | 3,001 | $858K | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,788 | $797K | 0.2% | 2026-Q1 |
| XTX Topco Ltd new | 2,706 | $773K | 0.2% | 2026-Q1 |
| Creative Planning added | 2,520 | $720K | 0.2% | 2026-Q1 |
| Numerai GP LLC new | 2,308 | $660K | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,274 | $650K | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,201 | $629K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 2,133 | $610K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 2,115 | $604K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 2,106 | $602K | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC | 2,080 | $595K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 1,956 | $559K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC new | 1,850 | $529K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,907 | $528K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,800 | $514K | 0.1% | 2026-Q1 |
| Marble Harbor Investment Counsel, LLC | 1,755 | $502K | 0.1% | 2026-Q1 |
| Clean Yield Group trimmed | 1,635 | $467K | 0.1% | 2026-Q1 |
| Centiva Capital, LP new | 1,575 | $450K | 0.1% | 2026-Q1 |
| Welch & Forbes LLC | 1,525 | $436K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,488 | $425K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 1,451 | $415K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 1,385 | $396K | 0.1% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS | 1,230 | $370K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,152 | $330K | 0.1% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,129 | $323K | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 1,037 | $296K | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 1,030 | $292K | 0.1% | 2026-Q1 |
| Wallace Capital Management Inc. | 1,000 | $286K | 0.1% | 2026-Q1 |
| Trexquant Investment LP trimmed | 976 | $279K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 947 | $271K | 0.1% | 2026-Q1 |
| INCEPTIONR LLC added | 946 | $270K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 915 | $262K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd trimmed | 852 | $244K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 801 | $229K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 793 | $226K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP new | 789 | $226K | 0.0% | 2026-Q1 |
| Headlands Technologies LLC new | 773 | $221K | 0.0% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 772 | $221K | 0.0% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 739 | $211K | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 86,149 | $24M | 5.4% | 2025-Q4 stale |
| ANCHOR CAPITAL ADVISORS LLC added | 5,797 | $2M | 0.4% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 4,899 | $1M | 0.3% | 2025-Q3 stale |
| Aristides Capital LLC trimmed | 3,000 | $791K | 0.2% | 2025-Q3 stale |
| Ancora Advisors LLC trimmed | 2,068 | $587K | 0.1% | 2025-Q4 stale |
| DRW Securities, LLC new | 2,135 | $563K | 0.1% | 2025-Q3 stale |
| MACKENZIE FINANCIAL CORP trimmed | 1,754 | $463K | 0.1% | 2025-Q3 stale |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 1,880 | $451K | 0.1% | 2025-Q1 stale |
| AlphaQuest LLC | 1,316 | $374K | 0.1% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,213 | $344K | 0.1% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 816 | $215K | 0.0% | 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.