Who owns HLNE (HLNE)
Which tracked institutional funds hold HLNE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HLNE 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
62 tracked funds added or opened HLNE while 168 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
HLNE’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 HLNE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HLNE 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 387 tracked filers holding HLNE, 226 increased or opened the position and 204 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 HLNE 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 24
- VANGUARD PORTFOLIO MANAGEMENT LLC$181M
- VANGUARD CAPITAL MANAGEMENT LLC$177M
- VANGUARD FIDUCIARY TRUST CO$25M
- FRANKLIN RESOURCES INC$14M
- Caisse de depot et placement du Quebec$8M
- Walleye Capital LLC$7M
Full exits 31
- VANGUARD GROUP INC$488M
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$41M
- Artisan Partners Limited Partnership$39M
- Select Equity Group, L.P.$29M
- MARSHALL WACE, LLP$21M
- Squarepoint Ops LLC$17M
Largest adds
- MILLENNIUM MANAGEMENT LLC$118M
- T. Rowe Price Investment Management, Inc.$69M
- LOS ANGELES CAPITAL MANAGEMENT LLC$67M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$29M
- GOLDMAN SACHS GROUP INC$15M
- AMERIPRISE FINANCIAL INC$11M
Largest trims
- BlackRock, Inc.$311M
- CITADEL ADVISORS LLC$99M
- FEDERATED HERMES, INC.$64M
- STATE STREET CORP$43M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$42M
- GEODE CAPITAL MANAGEMENT, LLC$39M
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 |
|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC added | 3,415,150 | $339M | 7.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,380,728 | $237M | 5.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,825,468 | $181M | 3.8% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,784,253 | $177M | 3.8% | 2026-Q1 |
| WASATCH ADVISORS LP added | 1,751,596 | $174M | 3.7% | 2026-Q1 |
| STATE STREET CORP added | 1,319,121 | $132M | 2.8% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 1,223,381 | $122M | 2.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 1,103,913 | $110M | 2.3% | 2026-Q1 |
| Champlain Investment Partners, LLC added | 1,087,227 | $108M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 1,050,026 | $104M | 2.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 989,793 | $98M | 2.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 905,660 | $90M | 1.9% | 2026-Q1 |
| Van Berkom & Associates Inc. added | 833,307 | $83M | 1.8% | 2026-Q1 |
| MORGAN STANLEY added | 725,272 | $72M | 1.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC added | 710,748 | $71M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 678,579 | $67M | 1.4% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 678,491 | $67M | 1.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 668,687 | $66M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 654,579 | $65M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 646,104 | $64M | 1.4% | 2026-Q1 |
| Capital World Investors trimmed | 640,782 | $64M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 605,530 | $60M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 386,668 | $57M | 1.2% | 2026-Q1 |
| UBS Group AG trimmed | 513,247 | $51M | 1.1% | 2026-Q1 |
| Copeland Capital Management, LLC trimmed | 505,806 | $50M | 1.1% | 2026-Q1 |
| Invesco Ltd. trimmed | 482,460 | $48M | 1.0% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 443,232 | $44M | 0.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 431,166 | $43M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 429,500 | $43M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 406,425 | $40M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 367,821 | $37M | 0.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 366,534 | $36M | 0.8% | 2026-Q1 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 364,174 | $36M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 353,121 | $35M | 0.7% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 350,512 | $35M | 0.7% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 335,903 | $33M | 0.7% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 325,465 | $32M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 320,600 | $32M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 307,726 | $31M | 0.6% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 288,840 | $29M | 0.6% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 274,694 | $27M | 0.6% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 261,842 | $26M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 256,085 | $25M | 0.5% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 237,780 | $24M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 233,117 | $23M | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 220,131 | $22M | 0.5% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 199,573 | $20M | 0.4% | 2026-Q1 |
| Jefferies Financial Group Inc. added | 189,688 | $19M | 0.4% | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC trimmed | 187,054 | $19M | 0.4% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 186,840 | $19M | 0.4% | 2026-Q1 |
| Nuveen, LLC trimmed | 164,106 | $16M | 0.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 157,955 | $16M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 157,431 | $16M | 0.3% | 2026-Q1 |
| DF DENT & CO INC trimmed | 156,864 | $16M | 0.3% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 156,308 | $16M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 148,906 | $15M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 147,645 | $15M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 144,167 | $14M | 0.3% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 134,097 | $13M | 0.3% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 126,810 | $13M | 0.3% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 121,023 | $12M | 0.3% | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. added | 120,994 | $12M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 113,153 | $11M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 108,796 | $11M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 107,710 | $11M | 0.2% | 2026-Q1 |
| Man Group plc added | 107,022 | $11M | 0.2% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 106,737 | $11M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 93,931 | $9M | 0.2% | 2026-Q1 |
| FIL Ltd trimmed | 93,243 | $9M | 0.2% | 2026-Q1 |
| DANSKE BANK A/S added | 84,458 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 82,600 | $8M | 0.2% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 80,524 | $8M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 79,698 | $8M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec added | 79,362 | $8M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 75,425 | $7M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 74,399 | $7M | 0.2% | 2026-Q1 |
| Walleye Capital LLC added | 66,352 | $7M | 0.1% | 2026-Q1 |
| CRAWFORD INVESTMENT COUNSEL INC added | 66,099 | $7M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 48,808 | $7M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 63,094 | $6M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 58,751 | $6M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 3,635,685 | $488M | 10.4% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P trimmed | 505,796 | $68M | 1.4% | 2025-Q3 stale |
| MACQUARIE GROUP LTD trimmed | 473,321 | $64M | 1.4% | 2025-Q3 stale |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 304,185 | $41M | 0.9% | 2025-Q4 stale |
| Fiera Capital Corp trimmed | 272,646 | $41M | 0.9% | 2025-Q1 stale |
| Artisan Partners Limited Partnership trimmed | 288,827 | $39M | 0.8% | 2025-Q4 stale |
| Select Equity Group, L.P. trimmed | 219,322 | $29M | 0.6% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 156,722 | $21M | 0.4% | 2025-Q4 stale |
| Artemis Investment Management LLP trimmed | 118,540 | $18M | 0.4% | 2025-Q1 stale |
| Squarepoint Ops LLC added | 123,001 | $17M | 0.4% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 83,678 | $11M | 0.2% | 2025-Q3 stale |
| Corebridge Financial, Inc. added | 67,002 | $10M | 0.2% | 2025-Q1 stale |
| Longaeva Partners L.P. new | 63,619 | $9M | 0.2% | 2025-Q4 stale |
| AXIOM INVESTORS LLC /DE trimmed | 49,102 | $7M | 0.2% | 2025-Q1 stale |
| D. E. Shaw & Co., Inc. added | 53,856 | $7M | 0.2% | 2025-Q3 stale |
| Engle Capital Management, L.P. trimmed | 50,000 | $7M | 0.1% | 2025-Q4 stale |
| Beacon Harbor Wealth Advisors, Inc. new | 49,933 | $7M | 0.1% | 2025-Q4 stale |
| ExodusPoint Capital Management, LP added | 48,584 | $7M | 0.1% | 2025-Q4 stale |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 48,504 | $7M | 0.1% | 2025-Q4 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.