Who owns HLN
Which tracked institutional funds hold HLN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLN company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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
51 tracked funds added or opened HLN while 95 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
HLN’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in HLN 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 2026-Q1 and 2026-Q2, across 611 tracked filers holding HLN, 288 increased or opened the position and 301 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 HLN between the 2026-Q1 and 2026-Q2 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 13
- NORGES BANK$67M
- Night Squared LP$16M
- MILLENNIUM MANAGEMENT LLC$9M
- TUDOR INVESTMENT CORP ET AL$7M
- Darwins River Capital, LP$6M
- Bridgewater Associates, LP$4M
Full exits 24
- NATIXIS ADVISORS, LLC$92M
- Sculptor Capital LP$53M
- JTC Employer Solutions Trustee Ltd$16M
- HRT FINANCIAL LP$11M
- Janney Montgomery Scott LLC$11M
- HANTZ FINANCIAL SERVICES, INC.$8M
Largest adds
- Nuveen, LLC$56M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$28M
- D. E. Shaw & Co., Inc.$21M
- Point72 Asset Management, L.P.$21M
- JPMORGAN CHASE & CO$18M
- JANE STREET GROUP, LLC$11M
Largest trims
- DODGE & COX$68M
- Rockefeller Capital Management L.P.$50M
- JONES FINANCIAL COMPANIES LLLP$23M
- VAN ECK ASSOCIATES CORP$18M
- WELLINGTON MANAGEMENT GROUP LLP$17M
- Clearbridge Investments, LLC$16M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DODGE & COX added | 149,934,507 | $1.4B | 26.5% | 2026-Q2 |
| FMR LLC added | 120,991,250 | $1.1B | 21.4% | 2026-Q2 |
| Clearbridge Investments, LLC added | 32,342,126 | $302M | 5.7% | 2026-Q2 |
| MORGAN STANLEY added | 19,461,762 | $182M | 3.4% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 16,833,252 | $157M | 3.0% | 2026-Q2 |
| Harding Loevner LP trimmed | 15,414,796 | $148M | 2.8% | 2026-Q2 |
| Nuveen, LLC added | 15,332,859 | $143M | 2.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 14,181,817 | $132M | 2.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 10,850,097 | $101M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 10,824,395 | $101M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 9,264,255 | $86M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 7,278,875 | $68M | 1.3% | 2026-Q2 |
| NORGES BANK trimmed | 7,175,000 | $67M | 1.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 7,116,095 | $66M | 1.2% | 2026-Q2 |
| Aristotle Capital Management, LLC trimmed | 7,090,436 | $66M | 1.3% | 2026-Q2 |
| Douglas Lane & Associates, LLC trimmed | 6,692,390 | $62M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,276,154 | $59M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 5,394,442 | $50M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,924,330 | $46M | 0.9% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 4,783,989 | $45M | 0.8% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 4,481,615 | $42M | 0.8% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 4,224,856 | $39M | 0.7% | 2026-Q2 |
| BlackRock, Inc. trimmed | 3,977,539 | $37M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,965,011 | $37M | 0.7% | 2026-Q2 |
| CIBC Bancorp USA Inc. trimmed | 3,856,063 | $36M | 0.7% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,669,116 | $34M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 3,385,489 | $32M | 0.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,273,583 | $31M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp added | 3,272,543 | $31M | 0.6% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP trimmed | 3,095,451 | $29M | 0.5% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 2,623,246 | $24M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,604,559 | $24M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,525,293 | $24M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 2,124,667 | $20M | 0.4% | 2026-Q2 |
| LPL Financial LLC added | 2,036,156 | $19M | 0.4% | 2026-Q2 |
| Goodman Financial Corp added | 1,803,127 | $17M | 0.3% | 2026-Q2 |
| Night Squared LP new | 1,726,555 | $16M | 0.3% | 2026-Q2 |
| CLARK ESTATES INC/NY added | 1,700,000 | $16M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,663,132 | $16M | 0.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,562,134 | $15M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 1,507,538 | $14M | 0.3% | 2026-Q2 |
| Grantham, Mayo, Van Otterloo & Co. LLC trimmed | 1,486,022 | $14M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,295,541 | $12M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 1,151,189 | $11M | 0.2% | 2026-Q2 |
| UBS Group AG added | 1,124,074 | $10M | 0.2% | 2026-Q2 |
| ABC ARBITRAGE SA added | 1,109,295 | $10M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,108,033 | $10M | 0.2% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,101,870 | $10M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 1,054,437 | $10M | 0.2% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 992,921 | $9M | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 957,121 | $9M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 932,186 | $9M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 908,864 | $8M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 773,503 | $7M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 771,516 | $7M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL new | 762,877 | $7M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 757,480 | $7M | 0.1% | 2026-Q2 |
| Crossmark Global Holdings, Inc. trimmed | 749,194 | $7M | 0.1% | 2026-Q2 |
| Callan Family Office, LLC trimmed | 705,978 | $7M | 0.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 702,611 | $7M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 677,951 | $6M | 0.1% | 2026-Q2 |
| Darwins River Capital, LP new | 676,329 | $6M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 663,207 | $6M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 650,820 | $6M | 0.1% | 2026-Q2 |
| Welch & Forbes LLC | 643,501 | $6M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 567,208 | $5M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 512,009 | $5M | 0.1% | 2026-Q2 |
| Quadrature Capital Ltd added | 509,864 | $5M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 504,080 | $5M | 0.1% | 2026-Q2 |
| Scharf Investments, LLC trimmed | 485,251 | $5M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 478,177 | $4M | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 463,150 | $4M | 0.1% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 443,519 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 443,467 | $4M | 0.1% | 2026-Q2 |
| CIDEL ASSET MANAGEMENT INC trimmed | 423,205 | $4M | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 412,788 | $4M | 0.1% | 2026-Q2 |
| Third View Private Wealth, LLC added | 412,429 | $4M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP new | 403,127 | $4M | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 391,297 | $4M | 0.1% | 2026-Q2 |
| Tidal Investments LLC trimmed | 390,259 | $4M | 0.1% | 2026-Q2 |
| QRG CAPITAL MANAGEMENT, INC. added | 383,552 | $4M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC trimmed | 363,872 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 342,734 | $3M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 340,028 | $3M | 0.1% | 2026-Q2 |
| GAM Holding AG | 330,494 | $3M | 0.1% | 2026-Q2 |
| Fisher Asset Management, LLC added | 329,891 | $3M | 0.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 314,017 | $3M | 0.1% | 2026-Q2 |
| LGT Group Foundation added | 307,275 | $3M | 0.1% | 2026-Q2 |
| MANNING & NAPIER ADVISORS LLC trimmed | 300,561 | $3M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 280,008 | $3M | 0.0% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 275,444 | $3M | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 274,831 | $3M | 0.0% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC trimmed | 268,302 | $3M | 0.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 263,202 | $2M | 0.0% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 259,261 | $2M | 0.0% | 2026-Q2 |
| TRILLIUM ASSET MANAGEMENT, LLC trimmed | 245,427 | $2M | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 244,030 | $2M | 0.0% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 241,966 | $2M | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 235,375 | $2M | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 221,287 | $2M | 0.0% | 2026-Q2 |
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.