13F institutional ownership facts

Institutions tracked

49

Reported value

$27,344,940.00

Reported shares

275,100

Latest filing period

Q1 2026

Top institutional holders

  1. Dmitry Balyasny - Balyasny Asset Management · $65,065,153 · 0.08%
  2. Israel Englander - Millennium Management · $121,604,071 · 0.05%
  3. Neuberger Berman · $70,648,351 · 0.05%
  4. Janus Henderson Group · $90,045,477 · 0.04%
  5. Adage Capital Partners · $18,571,896 · 0.03%
  6. Renaissance Technologies · $15,648,641 · 0.02%

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.

$HLNE

Institutional Holdings

49

Top Institutions

Top Institutions

1

Dmitry Balyasny - Balyasny Asset Management

654,579 shares

0.08%

% of Portfolio

2

Israel Englander - Millennium Management

1,223,381 shares

0.05%

% of Portfolio

3

Neuberger Berman

710,748 shares

0.05%

% of Portfolio

4

Janus Henderson Group

905,660 shares

0.04%

% of Portfolio

5

Adage Capital Partners

186,840 shares

0.03%

% of Portfolio

6

Renaissance Technologies

157,431 shares

0.02%

% of Portfolio

7

Two Sigma Investments

63,094 shares

0.01%

% of Portfolio

8

Steve Cohen - Point72 Asset Management

58,751 shares

0.01%

% of Portfolio

9

UBS Group

513,247 shares

0.01%

% of Portfolio

10

Capital World Investors

640,782 shares

0.01%

% of Portfolio

11

Fidelity International (FIL)

93,243 shares

0.01%

% of Portfolio

12

Geode Capital Management

1,050,026 shares

0.01%

% of Portfolio

13

Invesco

526,780 shares

0.01%

% of Portfolio

14

Jan van Eck - VanEck

108,796 shares

0.01%

% of Portfolio

15

Larry Fink - BlackRock

4,075,942 shares

0.01%

% of Portfolio

16

Northern Trust Corp

429,500 shares

0.01%

% of Portfolio

17

SG Americas Securities

45,319 shares

NaN%

% of Portfolio

18

Charles Schwab

320,600 shares

NaN%

% of Portfolio

19

State Street Corp

1,319,121 shares

NaN%

% of Portfolio

20

Nuveen

164,106 shares

NaN%

% of Portfolio

21

Morgan Stanley

725,272 shares

NaN%

% of Portfolio

22

Canada Pension Plan Investment Board

58,700 shares

NaN%

% of Portfolio

23

CalPERS

58,029 shares

NaN%

% of Portfolio

24

Franklin Resources

144,167 shares

NaN%

% of Portfolio

25

Jane Street Group

30,526 shares

NaN%

% of Portfolio

26

David Solomon - Goldman Sachs

220,131 shares

NaN%

% of Portfolio

27

AllianceBernstein (AB)

48,808 shares

NaN%

% of Portfolio

28

Ken Griffin - Citadel Advisors

24,965 shares

NaN%

% of Portfolio

29

Wellington Management

93,559 shares

NaN%

% of Portfolio

30

Legal & General

75,425 shares

NaN%

% of Portfolio

31

Cliff Asness - AQR Capital Management

27,251 shares

NaN%

% of Portfolio

32

New York State Teachers Retirement System

5,268 shares

NaN%

% of Portfolio

33

T. Rowe Price

39,128 shares

NaN%

% of Portfolio

34

Ensign Peak Advisors

2,399 shares

NaN%

% of Portfolio

35

BNP Paribas

6,382 shares

NaN%

% of Portfolio

36

Voya Investment Mgmt

3,602 shares

NaN%

% of Portfolio

37

PNC Financial Services

4,580 shares

NaN%

% of Portfolio

38

Mitsubishi Ufj Asset Management Co., Ltd.

110 shares

NaN%

% of Portfolio

39

Scott Brayman - Champlain Invest Partners

1,087,227 shares

1.37%

% of Portfolio

40

Wasatch Advisors Inc

1,751,596 shares

1.16%

% of Portfolio

41

Jefferies Group

189,688 shares

0.13%

% of Portfolio

42

Paul Tudor Jones - Tudor Investment Corp

40,341 shares

0.01%

% of Portfolio

43

Ray Dalio - Bridgewater Associates

10,234 shares

NaN%

% of Portfolio

44

Natixis

9,288 shares

NaN%

% of Portfolio

45

Ron Baron - Baron Capital

4,000 shares

NaN%

% of Portfolio

46

Artisan Partners

0 shares

0.00%

% of Portfolio

47

Exoduspoint Capital Management, Lp

0 shares

0.00%

% of Portfolio

48

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

49

Segall Bryant & Hamill, LLC

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

20%

MEDIUM

20%

SMALL

20%

Geographic Distribution

North America
70%
Europe
15%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

45

Sellers

15

Holders

85

New

8

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

15

Purchase Value

$28.1M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

65

B-

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
70
Recent Activity
60
Concentration
70
Momentum
65
Stability
83

Recent Actions

New

10

Increased

25

Decreased

8

Exited

2

Total

45

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