13F institutional ownership facts

Institutions tracked

50

Reported value

$136,761,887.00

Reported shares

1,636,495

Latest filing period

Q1 2026

Top institutional holders

  1. Mike Hankin - Brown Advisory INC · $118,066,377 · 0.19%
  2. Dmitry Balyasny - Balyasny Asset Management · $69,786,967 · 0.09%
  3. Cliff Asness - AQR Capital Management · $172,587,475 · 0.08%
  4. Lazard Asset Management · $28,530,741 · 0.05%
  5. Janus Henderson Group · $71,067,521 · 0.04%
  6. Israel Englander - Millennium Management · $67,597,015 · 0.03%

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.

$HQY

Institutional Holdings

50

Top Institutions

Top Institutions

1

Mike Hankin - Brown Advisory INC

1,412,784 shares

0.19%

% of Portfolio

2

Dmitry Balyasny - Balyasny Asset Management

835,072 shares

0.09%

% of Portfolio

3

Cliff Asness - AQR Capital Management

2,092,223 shares

0.08%

% of Portfolio

4

Lazard Asset Management

341,399 shares

0.05%

% of Portfolio

5

Janus Henderson Group

850,411 shares

0.04%

% of Portfolio

6

Israel Englander - Millennium Management

808,867 shares

0.03%

% of Portfolio

7

Charles Schwab

1,175,339 shares

0.02%

% of Portfolio

8

Larry Fink - BlackRock

10,532,394 shares

0.02%

% of Portfolio

9

Nuveen

680,462 shares

0.02%

% of Portfolio

10

Jane Street Group

192,993 shares

0.00%

% of Portfolio

11

Ken Griffin - Citadel Advisors

268,832 shares

0.00%

% of Portfolio

12

David Solomon - Goldman Sachs

800,818 shares

0.01%

% of Portfolio

13

Geode Capital Management

2,259,646 shares

0.01%

% of Portfolio

14

Morgan Stanley

2,485,913 shares

0.01%

% of Portfolio

15

Northern Trust Corp

1,036,174 shares

0.01%

% of Portfolio

16

State Street Corp

3,099,897 shares

0.01%

% of Portfolio

17

UBS Group

786,667 shares

0.01%

% of Portfolio

18

Voya Investment Mgmt

96,138 shares

0.01%

% of Portfolio

19

Artisan Partners

270,942 shares

0.04%

% of Portfolio

20

WCM Investment Management

193,371 shares

0.04%

% of Portfolio

21

Ensign Peak Advisors

134,377 shares

0.02%

% of Portfolio

22

Adage Capital Partners

97,000 shares

0.01%

% of Portfolio

23

AllianceBernstein (AB)

222,217 shares

0.01%

% of Portfolio

24

CalPERS

153,570 shares

0.01%

% of Portfolio

25

Canada Pension Plan Investment Board

141,900 shares

0.01%

% of Portfolio

26

Franklin Resources

341,388 shares

0.01%

% of Portfolio

27

Invesco

452,743 shares

0.01%

% of Portfolio

28

New York State Teachers Retirement System

83,898 shares

0.01%

% of Portfolio

29

T. Rowe Price

803,427 shares

0.01%

% of Portfolio

30

Wellington Management

497,520 shares

0.01%

% of Portfolio

31

BNP Paribas

60,718 shares

NaN%

% of Portfolio

32

Legal & General

117,659 shares

NaN%

% of Portfolio

33

SG Americas Securities

17,354 shares

NaN%

% of Portfolio

34

PNC Financial Services

13,126 shares

NaN%

% of Portfolio

35

Neuberger Berman

5,354 shares

NaN%

% of Portfolio

36

Mitsubishi Ufj Asset Management Co., Ltd.

2,416 shares

NaN%

% of Portfolio

37

Wasatch Advisors Inc

7,202,934 shares

4.00%

% of Portfolio

38

Segall Bryant & Hamill, LLC

172,048 shares

0.22%

% of Portfolio

39

Ron Baron - Baron Capital

750,025 shares

0.19%

% of Portfolio

40

Exoduspoint Capital Management, Lp

54,855 shares

0.04%

% of Portfolio

41

PSP Investments

57,319 shares

0.01%

% of Portfolio

42

Joel Greenblatt - Gotham Asset Management

16,872 shares

NaN%

% of Portfolio

43

Farallon Capital

2,800 shares

NaN%

% of Portfolio

44

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

45

Polen Capital Management

0 shares

0.00%

% of Portfolio

46

Ray Dalio - Bridgewater Associates

0 shares

0.00%

% of Portfolio

47

Steve Cohen - Point72 Asset Management

0 shares

0.00%

% of Portfolio

48

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

49

Atalan Capital Partners

883,670 shares

6.81%

% of Portfolio

50

Jamie Dimon - JPMorgan Chase

0 shares

0.00%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

29%

MEDIUM

31%

SMALL

3%

Geographic Distribution

North America
67%
Europe
19%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

32

Sellers

24

Holders

96

New

16

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

24

Purchase Value

$34.4M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

82

A-

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
87
Recent Activity
64
Concentration
86
Momentum
73
Stability
72

Recent Actions

New

7

Increased

19

Decreased

14

Exited

4

Total

40

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