Who owns HSI
Which tracked institutional funds hold HSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HSI company fundamentals →
Ownership as of the 2025-Q3 13F filings (latest filed 2026-05-27). 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
53 tracked funds added or opened HSI while 23 trimmed or exited it between 2025-Q2 and 2025-Q3 — 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
HSI’s largest tracked holder by dollar value, BlackRock, 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 HSI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in HSI 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-Q2 and 2025-Q3, across 215 tracked filers holding HSI, 102 increased or opened the position and 104 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 HSI between the 2025-Q2 and 2025-Q3 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 5
- Assenagon Asset Management S.A.$5M
- SEGALL BRYANT & HAMILL, LLC$1M
- CWA Asset Management Group, LLC$1M
- PICTON MAHONEY ASSET MANAGEMENT$783K
- Summit Global Investments$587K
Full exits 7
- Pacer Advisors, Inc.$6M
- AXA S.A.$2M
- ExodusPoint Capital Management, LP$1M
- EXCHANGE TRADED CONCEPTS, LLC$1M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$802K
- DRW Securities, LLC$708K
Largest adds
- Point72 Asset Management, L.P.$9M
- BlackRock, Inc.$9M
- JPMORGAN CHASE & CO$7M
- VANGUARD GROUP INC$7M
- AMERICAN CENTURY COMPANIES INC$6M
- MAK CAPITAL ONE LLC$5M
Largest trims
- Invenomic Capital Management LP$7M
- BARCLAYS PLC$4M
- Allianz Asset Management GmbH$4M
- CITADEL ADVISORS LLC$2M
- MORGAN STANLEY$1M
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC$1M
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 |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 3,287,086 | $164M | 17.0% | 2025-Q3 |
| VANGUARD GROUP INC added | 1,536,068 | $76M | 7.9% | 2025-Q3 |
| MAK CAPITAL ONE LLC added | 1,213,762 | $60M | 6.3% | 2025-Q3 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,120,677 | $56M | 5.8% | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,096,340 | $55M | 5.7% | 2025-Q3 |
| Corvex Management LP | 1,002,462 | $50M | 5.2% | 2025-Q3 |
| STATE STREET CORP added | 788,495 | $39M | 4.1% | 2025-Q3 |
| AMERICAN CENTURY COMPANIES INC added | 635,768 | $32M | 3.3% | 2025-Q3 |
| GEODE CAPITAL MANAGEMENT, LLC added | 547,563 | $27M | 2.8% | 2025-Q3 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 496,558 | $25M | 2.6% | 2025-Q3 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 421,601 | $21M | 2.2% | 2025-Q3 |
| JPMORGAN CHASE & CO added | 336,498 | $17M | 1.7% | 2025-Q3 |
| LSV ASSET MANAGEMENT trimmed | 291,602 | $15M | 1.5% | 2025-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 276,542 | $14M | 1.4% | 2025-Q3 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 259,554 | $13M | 1.3% | 2025-Q3 |
| Allianz Asset Management GmbH trimmed | 237,671 | $12M | 1.2% | 2025-Q3 |
| Qube Research & Technologies Ltd added | 237,008 | $12M | 1.2% | 2025-Q3 |
| NORTHERN TRUST CORP trimmed | 234,861 | $12M | 1.2% | 2025-Q3 |
| Point72 Asset Management, L.P. added | 223,004 | $11M | 1.2% | 2025-Q3 |
| MORGAN STANLEY trimmed | 213,848 | $11M | 1.1% | 2025-Q3 |
| MILLENNIUM MANAGEMENT LLC added | 206,662 | $10M | 1.1% | 2025-Q3 |
| Bank of New York Mellon Corp trimmed | 206,432 | $10M | 1.1% | 2025-Q3 |
| Applied Fundamental Research, LLC trimmed | 174,612 | $9M | 0.9% | 2025-Q3 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 169,668 | $8M | 0.9% | 2025-Q3 |
| GOLDMAN SACHS GROUP INC added | 168,207 | $8M | 0.9% | 2025-Q3 |
| Nuveen, LLC trimmed | 164,087 | $8M | 0.8% | 2025-Q3 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 157,328 | $8M | 0.8% | 2025-Q3 |
| Invesco Ltd. trimmed | 153,086 | $8M | 0.8% | 2025-Q3 |
| Hillsdale Investment Management Inc. added | 150,200 | $7M | 0.8% | 2025-Q3 |
| Empowered Funds, LLC trimmed | 138,248 | $7M | 0.7% | 2025-Q3 |
| GLOBAL VALUE INVESTMENT CORP. trimmed | 134,750 | $7M | 0.7% | 2025-Q3 |
| Robeco Institutional Asset Management B.V. trimmed | 117,663 | $6M | 0.6% | 2025-Q3 |
| AMERIPRISE FINANCIAL INC trimmed | 113,323 | $6M | 0.6% | 2025-Q3 |
| Assenagon Asset Management S.A. added | 101,339 | $5M | 0.5% | 2025-Q3 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 100,108 | $5M | 0.5% | 2025-Q3 |
| Cubist Systematic Strategies, LLC added | 98,039 | $5M | 0.5% | 2025-Q3 |
| Invenomic Capital Management LP trimmed | 88,176 | $4M | 0.5% | 2025-Q3 |
| ROYCE & ASSOCIATES LP added | 85,732 | $4M | 0.4% | 2025-Q3 |
| Boston Partners added | 88,093 | $4M | 0.4% | 2025-Q3 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD trimmed | 80,925 | $4M | 0.4% | 2025-Q3 |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 77,105 | $4M | 0.4% | 2025-Q3 |
| AQR CAPITAL MANAGEMENT LLC added | 75,983 | $4M | 0.4% | 2025-Q3 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 72,368 | $4M | 0.4% | 2025-Q3 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 71,948 | $4M | 0.4% | 2025-Q3 |
| CLARK ESTATES INC/NY | 67,387 | $3M | 0.3% | 2025-Q3 |
| JANE STREET GROUP, LLC added | 65,684 | $3M | 0.3% | 2025-Q3 |
| TUDOR INVESTMENT CORP ET AL | 62,467 | $3M | 0.3% | 2025-Q4 |
| UBS Group AG added | 60,495 | $3M | 0.3% | 2025-Q3 |
| RHUMBLINE ADVISERS trimmed | 59,964 | $3M | 0.3% | 2025-Q3 |
| Legal & General Group Plc trimmed | 59,957 | $3M | 0.3% | 2025-Q3 |
| BNP PARIBAS FINANCIAL MARKETS added | 58,904 | $3M | 0.3% | 2025-Q3 |
| MARTINGALE ASSET MANAGEMENT L P trimmed | 58,173 | $3M | 0.3% | 2025-Q3 |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 45,541 | $2M | 0.2% | 2025-Q3 |
| ALGERT GLOBAL LLC added | 43,665 | $2M | 0.2% | 2025-Q3 |
| Jackson Creek Investment Advisors LLC trimmed | 42,663 | $2M | 0.2% | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ trimmed | 40,652 | $2M | 0.2% | 2025-Q3 |
| CITADEL ADVISORS LLC trimmed | 40,631 | $2M | 0.2% | 2025-Q3 |
| Swiss National Bank | 39,600 | $2M | 0.2% | 2025-Q3 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 37,800 | $2M | 0.2% | 2025-Q3 |
| D. E. Shaw & Co., Inc. added | 34,999 | $2M | 0.2% | 2025-Q3 |
| Villanova Investment Management Co LLC added | 34,656 | $2M | 0.2% | 2025-Q3 |
| PRUDENTIAL FINANCIAL INC trimmed | 32,416 | $2M | 0.2% | 2025-Q3 |
| GABELLI FUNDS LLC | 31,006 | $2M | 0.2% | 2025-Q3 |
| Inspire Investing, LLC added | 29,991 | $1M | 0.2% | 2025-Q3 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 29,764 | $1M | 0.2% | 2025-Q3 |
| BARCLAYS PLC trimmed | 37,476 | $1M | 0.2% | 2025-Q3 |
| Kennondale Capital Management LLC added | 28,944 | $1M | 0.1% | 2025-Q3 |
| FRANKLIN RESOURCES INC added | 28,622 | $1M | 0.1% | 2025-Q3 |
| Pacific Ridge Capital Partners, LLC | 27,536 | $1M | 0.1% | 2025-Q3 |
| ROYAL BANK OF CANADA trimmed | 26,661 | $1M | 0.1% | 2025-Q3 |
| CANADA LIFE ASSURANCE Co | 26,679 | $1M | 0.1% | 2025-Q3 |
| MACQUARIE GROUP LTD | 26,200 | $1M | 0.1% | 2025-Q3 |
| Voya Investment Management LLC added | 25,611 | $1M | 0.1% | 2025-Q3 |
| Campbell & CO Investment Adviser LLC trimmed | 24,396 | $1M | 0.1% | 2025-Q3 |
| Squarepoint Ops LLC added | 24,213 | $1M | 0.1% | 2025-Q3 |
| Engineers Gate Manager LP added | 22,870 | $1M | 0.1% | 2025-Q3 |
| Prairiewood Capital, LLC trimmed | 21,735 | $1M | 0.1% | 2025-Q3 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 21,591 | $1M | 0.1% | 2025-Q3 |
| CWA Asset Management Group, LLC new | 20,927 | $1M | 0.1% | 2025-Q3 |
| Trexquant Investment LP added | 20,538 | $1M | 0.1% | 2025-Q3 |
| ALLIANCEBERNSTEIN L.P. added | 20,495 | $1M | 0.1% | 2025-Q3 |
| Unison Advisors LLC added | 20,225 | $1M | 0.1% | 2025-Q3 |
| CITIGROUP INC trimmed | 19,830 | $987K | 0.1% | 2025-Q3 |
| AlphaQuest LLC added | 19,614 | $976K | 0.1% | 2025-Q3 |
| WELLS FARGO & COMPANY/MN added | 19,393 | $965K | 0.1% | 2025-Q3 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,739 | $933K | 0.1% | 2025-Q3 |
| New Age Alpha Advisors, LLC trimmed | 18,510 | $921K | 0.1% | 2025-Q3 |
| KLP KAPITALFORVALTNING AS | 17,700 | $881K | 0.1% | 2025-Q3 |
| SummerHaven Investment Management, LLC trimmed | 17,556 | $874K | 0.1% | 2025-Q3 |
| SG Americas Securities, LLC added | 16,987 | $845K | 0.1% | 2025-Q3 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 16,483 | $820K | 0.1% | 2025-Q3 |
| DEUTSCHE BANK AG\ added | 16,132 | $803K | 0.1% | 2025-Q3 |
| Pacer Advisors, Inc. trimmed | 126,220 | $6M | 0.6% | 2025-Q2 stale |
| Brandywine Global Investment Management, LLC trimmed | 59,337 | $3M | 0.3% | 2025-Q1 stale |
| AXA S.A. | 40,802 | $2M | 0.2% | 2025-Q2 stale |
| ICON ADVISERS INC/CO added | 43,000 | $2M | 0.2% | 2025-Q1 stale |
| Keeley-Teton Advisors, LLC added | 32,782 | $1M | 0.1% | 2025-Q1 stale |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. trimmed | 29,840 | $1M | 0.1% | 2025-Q1 stale |
| ExodusPoint Capital Management, LP added | 24,086 | $1M | 0.1% | 2025-Q2 stale |
| EXCHANGE TRADED CONCEPTS, LLC trimmed | 23,999 | $1M | 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.