13F 机构持仓事实摘要

追踪机构数

40

披露持仓价值

$40,254,959.00

披露股数

2,791,606

最新披露周期

Q1 2026

主要机构持有者

  1. David E. Shaw - D.E. Shaw & Co. · $11,021,221 · 0.01%
  2. Dmitry Balyasny - Balyasny Asset Management · $3,705,940 · <0.01%%
  3. Cliff Asness - AQR Capital Management · $10,846,603 · <0.01%%
  4. Josef Lakonishok - Lsv Asset Management · $1,054,000 · <0.01%%
  5. Charles Schwab · $13,324,253 · <0.01%%
  6. Wellington Management · $10,539,405 · <0.01%%

数据来源与限制

本页使用公开 SEC Form 13F 披露和相关机构申报数据。13F 属于周期性披露,不代表当前实时持仓。

13F Hub 仅提供研究和教育数据,不提供个性化投资建议。

$HELE

机构持仓

40

主要持仓机构

主要持仓机构

1

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

764,301

0.01%

占比

2

Dmitry Balyasny - Balyasny Asset Management

257,000

NaN%

占比

3

Cliff Asness - AQR Capital Management

762,771

NaN%

占比

4

Josef Lakonishok - Lsv Asset Management

73,092

NaN%

占比

5

Charles Schwab

924,012

NaN%

占比

6

Wellington Management

730,888

NaN%

占比

7

Israel Englander - Millennium Management

143,463

NaN%

占比

8

David Solomon - Goldman Sachs

491,774

NaN%

占比

9

Renaissance Technologies

39,610

NaN%

占比

10

Jane Street Group

40,862

NaN%

占比

11

Geode Capital Management

578,350

NaN%

占比

12

Larry Fink - BlackRock

1,745,908

NaN%

占比

13

Ken Griffin - Citadel Advisors

37,187

NaN%

占比

14

Northern Trust Corp

190,031

NaN%

占比

15

Robeco Institutional Asset Management

16,967

NaN%

占比

16

State Street Corp

515,647

NaN%

占比

17

Morgan Stanley

280,804

NaN%

占比

18

Nuveen

56,532

NaN%

占比

19

Invesco

79,748

NaN%

占比

20

UBS Group

68,650

NaN%

占比

21

BNP Paribas

12,520

NaN%

占比

22

Canada Pension Plan Investment Board

11,400

NaN%

占比

23

AllianceBernstein (AB)

13,946

NaN%

占比

24

T. Rowe Price

39,739

NaN%

占比

25

Franklin Resources

15,765

NaN%

占比

26

PNC Financial Services

1,590

NaN%

占比

27

Legal & General

2,130

NaN%

占比

28

Two Sigma Investments

0

0.00%

占比

29

Capital International Investors

0

0.00%

占比

30

SG Americas Securities

0

0.00%

占比

31

Nomura Holdings INC

79,884

0.00%

占比

32

Richard Pzena - Pzena Investment Management

761,173

0.04%

占比

33

Hotchkis & Wiley

395,885

0.02%

占比

34

Paul Tudor Jones - Tudor Investment Corp

52,693

NaN%

占比

35

Exoduspoint Capital Management, Lp

25,457

NaN%

占比

36

Chuck Royce - Royce & Associates

10,626

NaN%

占比

37

Steve Cohen - Point72 Asset Management

0

0.00%

占比

38

Verition Fund Management LLC

0

0.00%

占比

39

Rwwm

1,173,829

1.24%

占比

40

Jamie Dimon - JPMorgan Chase

0

0.00%

占比

机构洞察PRO

规模分布

MEGA

31%

LARGE

42%

MEDIUM

33%

SMALL

-6%

地理分布

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

机构活动

Buyers

56

Sellers

37

Holders

78

New

22

Exited

15

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内幕交易PRO

交易统计

Insider Buyers

19

Insider Sellers

37

Purchase Value

$32.1M

角色分布

CEO
26%
CFO
19%
Director
36%
VP
12%
Other
5%
解锁 Pro 版本查看完整数据

综合评级PRO

76

B+

综合得分

Strong institutional support with positive momentum

评级维度

Institutional Ownership
81
Recent Activity
82
Concentration
68
Momentum
79
Stability
74

近期动作

New

11

Increased

27

Decreased

11

Exited

4

Total

40

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