13F institutional ownership facts

Institutions tracked

41

Reported value

$151,763,832.00

Reported shares

15,161,222

Latest filing period

Q1 2026

Top institutional holders

  1. Dodge & Cox · $1,466,862,027 · 0.81%
  2. Steve Cohen - Point72 Asset Management · $65,806,120 · 0.08%
  3. First Eagle Investment Management · $40,366,759 · 0.05%
  4. Jeremy Grantham - GMO · $18,995,930 · 0.05%
  5. Jan van Eck - VanEck · $46,441,000 · 0.03%
  6. Jane Street Group · $22,940,598 · 0%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$HLN

Institutional Holdings

41

Top Institutions

Top Institutions

1

Dodge & Cox

146,539,663 shares

0.81%

% of Portfolio

2

Steve Cohen - Point72 Asset Management

6,574,038 shares

0.08%

% of Portfolio

3

First Eagle Investment Management

4,032,643 shares

0.05%

% of Portfolio

4

Jeremy Grantham - GMO

1,897,694 shares

0.05%

% of Portfolio

5

Jan van Eck - VanEck

4,639,437 shares

0.03%

% of Portfolio

6

Jane Street Group

2,291,768 shares

0.00%

% of Portfolio

7

Nuveen

8,699,093 shares

0.02%

% of Portfolio

8

David Solomon - Goldman Sachs

6,127,452 shares

0.01%

% of Portfolio

9

Morgan Stanley

19,166,253 shares

0.01%

% of Portfolio

10

Bill Nygren - Oakmark Select Fund

15,032,041 shares

0.20%

% of Portfolio

11

WCM Investment Management

1,725,059 shares

0.04%

% of Portfolio

12

Neuberger Berman

935,229 shares

0.01%

% of Portfolio

13

Northern Trust Corp

4,881,337 shares

0.01%

% of Portfolio

14

Wellington Management

4,828,648 shares

0.01%

% of Portfolio

15

Ken Griffin - Citadel Advisors

1,001,865 shares

NaN%

% of Portfolio

16

Franklin Resources

1,525,032 shares

NaN%

% of Portfolio

17

UBS Group

1,096,123 shares

NaN%

% of Portfolio

18

David E. Shaw - D.E. Shaw & Co.

209,065 shares

NaN%

% of Portfolio

19

PNC Financial Services

249,107 shares

NaN%

% of Portfolio

20

Mike Hankin - Brown Advisory INC

79,376 shares

NaN%

% of Portfolio

21

Ken Fisher - Fisher Asset Management

327,131 shares

NaN%

% of Portfolio

22

Charles Schwab

684,558 shares

NaN%

% of Portfolio

23

Larry Fink - BlackRock

5,250,957 shares

NaN%

% of Portfolio

24

Cliff Asness - AQR Capital Management

197,621 shares

NaN%

% of Portfolio

25

AllianceBernstein (AB)

63,558 shares

NaN%

% of Portfolio

26

Lazard Asset Management

12,000 shares

NaN%

% of Portfolio

27

Fidelity International (FIL)

4,541 shares

NaN%

% of Portfolio

28

Invesco

17,883 shares

NaN%

% of Portfolio

29

State Street Corp

19,564 shares

NaN%

% of Portfolio

30

BNP Paribas

445 shares

NaN%

% of Portfolio

31

SG Americas Securities

0 shares

0.00%

% of Portfolio

32

Manning & Napier

306,509 shares

0.04%

% of Portfolio

33

John P. Calamos, Sr. - Calamos Advisors LLC

96,776 shares

NaN%

% of Portfolio

34

Murray Stahl - Horizon Kinetics

12,900 shares

NaN%

% of Portfolio

35

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

36

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

37

Natixis

0 shares

0.00%

% of Portfolio

38

Tweedy, Browne Co

72,750 shares

0.06%

% of Portfolio

39

Jeff Auxier - Auxier Asset Management

36,876 shares

0.05%

% of Portfolio

40

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

41

Thomas Kahn - Kahn Brothers Group

56,431 shares

0.10%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

31%

LARGE

22%

MEDIUM

33%

SMALL

14%

Geographic Distribution

North America
61%
Europe
22%
Asia Pacific
14%
Other
5%

Institutional Activity

Buyers

56

Sellers

17

Holders

98

New

22

Exited

15

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Insider TradingPRO

Trading Statistics

Insider Buyers

19

Insider Sellers

17

Purchase Value

$13.4M

Role Distribution

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO

86

A

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
71
Recent Activity
82
Concentration
63
Momentum
79
Stability
62

Recent Actions

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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