- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 22 Jan 2026
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 5 listed it in both
- Shares listed
- 296,729,889
- combined, among listed positions
- Reported value
- $3.0bn
- combined, at the quarter end
Among the 92 comparable managers: 13 buyers (opened or added shares) and 11 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +785,321.
Managers listing HLN in Q4 2025
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Arrowstreet Capital LPexisting position · 8,027,189 shares now+7,845,391
- Fidelity (FMR LLC)existing position · 107,941,807 shares now+3,939,221
- Citadel Advisors LLCexisting position · 7,483,113 shares now+3,763,181
- Point72 Asset Management LPexisting position · 4,739,817 shares now+2,377,519
- MFS Investment Managementnew position · 766,999 shares now+766,999
Reductions
- Wellington Management Group LLPexisting position · 4,992,529 shares now-10,687,696
- Dodge & Coxexisting position · 151,755,452 shares now-2,629,170
- Voloridge Investment Management LLCexisting position · 3,505,109 shares now-2,383,369
- Invesco Ltdexisting position · 21,361 shares now-661,556
- Neuberger Berman Group LLCexisting position · 767,525 shares now-197,093
New positions and exits
New (3)
Exited (5)
- Renaissance Technologies LLCwas $13m
- Millennium Management LLCwas $8.7m
- Squarepoint Ops LLCwas $2.2m
- Quantbot Technologies LPwas $440k
- Brevan Howard Capital Management LPwas $434k
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2022 | 6 | $491m | n.a. | n.a. |
| Q4 2022 | 4 | $798m | n.a. | n.a. |
| Q1 2023 | 3 | $1.0bn | n.a. | n.a. |
| Q2 2023 | 3 | $1.0bn | n.a. | n.a. |
| Q3 2023 | 5 | $1.5bn | n.a. | n.a. |
| Q4 2023 | 6 | $1.6bn | 6 | 0 |
| Q1 2024 | 5 | $2.3bn | 4 | 1 |
| Q2 2024 | 6 | $2.3bn | 5 | 1 |
| Q3 2024 | 5 | $3.0bn | 3 | 2 |
| Q4 2024 | 5 | $3.0bn | 4 | 1 |
| Q1 2025 | 7 | $3.2bn | 6 | 1 |
| Q2 2025 | 8 | $3.2bn | 5 | 3 |
| Q3 2025 | 5 | $2.5bn | 1 | 5 |
| Q4 2025 | 7 | $2.8bn | 13 | 11 |
| Q1 2026 | 7 | $3.0bn | 15 | 8 |
| Q2 2026 | 7 | $3.0bn | 21 | 8 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
HLN and PM →HLN and KO →HLN and COST →Choose a stock to compare with HLN →
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 HLN, latest filings →Back to the 13F Explorer →