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-Q1 13F filings (latest filed 2026-05-19). 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
72 tracked funds added or opened HLN while 49 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
HLN’s largest tracked holder by dollar value, DODGE & COX, sizes it at 0.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.8pp 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 2025-Q4 and 2026-Q1, across 620 tracked filers holding HLN, 300 increased or opened the position and 254 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 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 16
- HARRIS ASSOCIATES L P$150M
- CIBC Bancorp USA Inc.$40M
- Goodman Financial Corp$11M
- HRT FINANCIAL LP$11M
- Qube Research & Technologies Ltd$7M
- XTX Topco Ltd$4M
Full exits 15
- NORGES BANK$164M
- Optiver Holding B.V.$12M
- Heathbridge Capital Management Ltd.$11M
- LMR Partners LLP$9M
- Schonfeld Strategic Advisors LLC$8M
- Balyasny Asset Management L.P.$7M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$85M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$66M
- FMR LLC$50M
- PRINCIPAL FINANCIAL GROUP INC$28M
- Nuveen, LLC$25M
- Point72 Asset Management, L.P.$18M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$148M
- BANK OF MONTREAL /CAN/$76M
- DODGE & COX$67M
- CITADEL ADVISORS LLC$66M
- Sculptor Capital LP$53M
- GOLDMAN SACHS GROUP INC$44M
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 |
|---|---|---|---|---|
| DODGE & COX trimmed | 146,539,663 | $1.5B | 25.3% | 2026-Q1 |
| FMR LLC added | 113,969,159 | $1.1B | 19.7% | 2026-Q1 |
| Clearbridge Investments, LLC added | 31,718,725 | $318M | 5.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 19,166,253 | $192M | 3.3% | 2026-Q1 |
| Harding Loevner LP trimmed | 15,712,550 | $157M | 2.7% | 2026-Q1 |
| HARRIS ASSOCIATES L P new | 15,032,041 | $150M | 2.6% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 14,674,518 | $147M | 2.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,934,228 | $109M | 1.9% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 9,198,299 | $92M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 9,086,528 | $89M | 1.5% | 2026-Q1 |
| Nuveen, LLC added | 8,699,093 | $87M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 8,279,468 | $83M | 1.4% | 2026-Q1 |
| Aristotle Capital Management, LLC trimmed | 7,663,514 | $77M | 1.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 7,034,778 | $70M | 1.2% | 2026-Q1 |
| Douglas Lane & Associates, LLC trimmed | 6,693,783 | $67M | 1.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 6,574,038 | $66M | 1.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,264,041 | $63M | 1.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,127,452 | $61M | 1.1% | 2026-Q1 |
| Sculptor Capital LP trimmed | 5,300,868 | $53M | 0.9% | 2026-Q1 |
| BlackRock, Inc. added | 5,250,957 | $53M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 5,103,509 | $51M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 4,881,337 | $49M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 4,759,158 | $48M | 0.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 4,639,437 | $46M | 0.8% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 4,356,376 | $44M | 0.8% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 4,032,643 | $40M | 0.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,022,749 | $40M | 0.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 3,953,513 | $40M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,063,916 | $31M | 0.5% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 2,803,530 | $28M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,596,454 | $26M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 2,291,768 | $23M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 2,181,908 | $22M | 0.4% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 1,897,694 | $19M | 0.3% | 2026-Q1 |
| LPL Financial LLC added | 1,750,087 | $18M | 0.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC added | 1,725,059 | $17M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,667,494 | $17M | 0.3% | 2026-Q1 |
| JTC Employer Solutions Trustee Ltd added | 1,610,721 | $16M | 0.3% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,583,730 | $16M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 1,525,032 | $15M | 0.3% | 2026-Q1 |
| CLARK ESTATES INC/NY trimmed | 1,400,000 | $14M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 1,329,934 | $13M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,285,485 | $13M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 1,221,499 | $12M | 0.2% | 2026-Q1 |
| Tidal Investments LLC trimmed | 1,169,469 | $12M | 0.2% | 2026-Q1 |
| Scharf Investments, LLC added | 1,150,750 | $12M | 0.2% | 2026-Q1 |
| Goodman Financial Corp new | 1,147,659 | $11M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 1,134,531 | $11M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,131,403 | $11M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 1,100,190 | $11M | 0.2% | 2026-Q1 |
| UBS Group AG added | 1,096,123 | $11M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,063,693 | $11M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,039,677 | $10M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,001,865 | $10M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 946,633 | $9M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 935,229 | $9M | 0.2% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. added | 820,071 | $8M | 0.1% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 795,403 | $8M | 0.1% | 2026-Q1 |
| Crossmark Global Holdings, Inc. added | 749,365 | $8M | 0.1% | 2026-Q1 |
| Callan Family Office, LLC trimmed | 734,570 | $7M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 704,468 | $7M | 0.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 684,558 | $7M | 0.1% | 2026-Q1 |
| Qube Research & Technologies Ltd trimmed | 673,294 | $7M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 663,275 | $7M | 0.1% | 2026-Q1 |
| Welch & Forbes LLC | 643,501 | $6M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 636,787 | $6M | 0.1% | 2026-Q1 |
| Creative Planning added | 630,997 | $6M | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 553,252 | $6M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 498,893 | $5M | 0.1% | 2026-Q1 |
| ABC ARBITRAGE SA trimmed | 477,377 | $5M | 0.1% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 476,263 | $5M | 0.1% | 2026-Q1 |
| CIDEL ASSET MANAGEMENT INC added | 473,692 | $5M | 0.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 464,724 | $5M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 459,205 | $5M | 0.1% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 451,649 | $5M | 0.1% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 433,893 | $4M | 0.1% | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 421,051 | $4M | 0.1% | 2026-Q1 |
| Horizon Investments, LLC added | 404,060 | $4M | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 388,159 | $4M | 0.1% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 379,517 | $4M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 379,350 | $4M | 0.1% | 2026-Q1 |
| NORGES BANK added | 16,175,000 | $164M | 2.8% | 2025-Q4 stale |
| Bain Capital Public Equity Management II, LLC trimmed | 2,663,166 | $28M | 0.5% | 2025-Q2 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,434,399 | $13M | 0.2% | 2025-Q3 stale |
| Optiver Holding B.V. trimmed | 1,196,795 | $12M | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 1,230,209 | $11M | 0.2% | 2025-Q3 stale |
| Verition Fund Management LLC trimmed | 1,030,001 | $11M | 0.2% | 2025-Q2 stale |
| Heathbridge Capital Management Ltd. trimmed | 1,050,050 | $11M | 0.2% | 2025-Q4 stale |
| LMR Partners LLP added | 900,000 | $9M | 0.2% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 971,808 | $9M | 0.2% | 2025-Q3 stale |
| Schonfeld Strategic Advisors LLC added | 766,196 | $8M | 0.1% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd added | 821,006 | $7M | 0.1% | 2025-Q3 stale |
| Balyasny Asset Management L.P. added | 665,634 | $7M | 0.1% | 2025-Q4 stale |
| Transmarket Holdings LP new | 656,505 | $7M | 0.1% | 2025-Q4 stale |
| GAM Holding AG trimmed | 594,409 | $6M | 0.1% | 2025-Q4 stale |
| Farringdon Capital, Ltd. trimmed | 539,640 | $5M | 0.1% | 2025-Q4 stale |
| SG Americas Securities, LLC added | 521,539 | $5M | 0.1% | 2025-Q4 stale |
| DRW Securities, LLC added | 445,055 | $4M | 0.1% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP trimmed | 468,081 | $4M | 0.1% | 2025-Q3 stale |
| NEW YORK STATE COMMON RETIREMENT FUND added | 382,214 | $4M | 0.1% | 2025-Q2 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.