L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 10 Feb 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 2 listed it in both
Shares listed
11,414,968
combined, among listed positions
Reported value
$56m
combined, at the quarter end

Among the 94 comparable managers: 3 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing HL in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Marshall Wace LLP5,006,115$25munder 0.1%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC3,904,847$19m0.07%Trimmed-263,40114 Feb 2025 (the filing on sec.gov)
First Eagle Investment Management LLC1,892,228$9.3munder 0.1%Added+187,40010 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP611,778$3.0m0.11%Addedn.a.11 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 5 in Q2 2026

Tracked managers listing it, at least.

051015201420182019202020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
HL by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$349kn.a.n.a.
Q1 20141$406kn.a.n.a.
Q2 20161$1.1mn.a.n.a.
Q3 20163$29mn.a.n.a.
Q4 20161$3.4mn.a.n.a.
Q2 20171$785kn.a.n.a.
Q3 20171$8.4mn.a.n.a.
Q4 20171$6.6mn.a.n.a.
Q1 20181$7.6mn.a.n.a.
Q1 20191$858kn.a.n.a.
Q4 20191$433kn.a.n.a.
Q1 20201$7.0mn.a.n.a.
Q3 20202$1.3mn.a.n.a.
Q2 20212$3.1mn.a.n.a.
Q3 20212$13mn.a.n.a.
Q4 20214$21mn.a.n.a.
Q1 20226$60mn.a.n.a.
Q2 20222$2.2mn.a.n.a.
Q3 20222$3.4mn.a.n.a.
Q4 20222$5.1mn.a.n.a.
Q1 20233$6.8mn.a.n.a.
Q2 20233$6.1mn.a.n.a.
Q3 20233$4.5mn.a.n.a.
Q4 20232$5.4m10
Q1 20241$6.2m11
Q2 20242$23m20
Q3 20242$39m20
Q4 20244$56m31
Q1 20254$28m22
Q2 20253$45m12
Q3 20256$163m51
Q4 20256$303m1817
Q1 202613$557m2113
Q2 20265$317m1421

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

HL and LIN →HL and GLW →HL and HWM →Choose a stock to compare with HL →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own HL, latest filings →Back to the 13F Explorer →