Ticker: HLNE CUSIP: 407497106 Class: Common Stock
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Engle Capital Management, L.P. | 50,000 | $6,716 |
| Beacon Harbor Wealth Advisors, Inc. | 49,933 | $6,707 |
| DEPRINCE RACE & ZOLLO INC | 301,393 | $40,480 |
| Longaeva Partners L.P. | 63,619 | $8,545 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 304,185 | $40,855 |
| Integrated Quantitative Investments LLC | 11,141 | $1,496 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 54,541 | $7,325 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 363,487 | $48,820 |
| Prana Capital Management, LP | 46,532 | $6,250 |
| Moran Wealth Management, LLC | 46,818 | $6,288 |
| GW&K Investment Management, LLC | 249,673 | $34 |
| Phillips Wealth Planners LLC | 1,839 | $281 |
| BW Gestao de Investimentos Ltda. | 45,500 | $6,111 |
| Cinctive Capital Management LP | 25,628 | $3,442 |
| Select Equity Group, L.P. | 219,322 | $29,457 |
| Bridgefront Capital, LLC | 4,542 | $610 |
| PharVision Advisers, LLC | 2,074 | $279 |
| TWO SIGMA SECURITIES, LLC | 4,329 | $581 |
| NORTHSTAR ASSET MANAGEMENT LLC | 2,900 | $389 |
| Hutchens & Kramer Investment Management Group, LLC | 1,661 | $223 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Van Berkom & Associates Inc. | 686,204 | 759,628 | +73,424 (+10.7%) |
| Copeland Capital Management, LLC | 495,185 | 524,166 | +28,981 (+5.9%) |
| GENEVA CAPITAL MANAGEMENT LLC | 272,660 | 310,349 | +37,689 (+13.8%) |
| WASATCH ADVISORS LP | 1,472,019 | 1,512,199 | +40,180 (+2.7%) |
| BALYASNY ASSET MANAGEMENT L.P. | 347,135 | 756,148 | +409,013 (+117.8%) |
| TimesSquare Capital Management, LLC | 313,160 | 328,286 | +15,126 (+4.8%) |
| PRINCIPAL FINANCIAL GROUP INC | 437,262 | 1,085,850 | +648,588 (+148.3%) |
| DARK FOREST CAPITAL MANAGEMENT LP | 4,510 | 16,797 | +12,287 (+272.4%) |
| XTX Topco Ltd | 1,847 | 17,126 | +15,279 (+827.2%) |
| ExodusPoint Capital Management, LP | 9,818 | 48,584 | +38,766 (+394.8%) |
| Jefferies Financial Group Inc. | 39,950 | 98,241 | +58,291 (+145.9%) |
| FRED ALGER MANAGEMENT, LLC | 201,549 | 261,525 | +59,976 (+29.8%) |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 236,445 | 300,780 | +64,335 (+27.2%) |
| HARBOR CAPITAL ADVISORS, INC. | 3,394 | 10,457 | +7,063 (+208.1%) |
| FourThought Financial Partners, LLC | 5,747 | 8,256 | +2,509 (+43.7%) |
| CRAWFORD INVESTMENT COUNSEL INC | 46,499 | 56,099 | +9,600 (+20.6%) |
| MARSHALL WACE, LLP | 35,818 | 156,722 | +120,904 (+337.6%) |
| TWO SIGMA INVESTMENTS, LP | 11,376 | 97,081 | +85,705 (+753.4%) |
| Gibbs Wealth Management | 3,858 | 4,677 | +819 (+21.2%) |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4,248 | 286,699 | +282,451 (+6649.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Champlain Investment Partners, LLC | 1,388,380 | 1,061,264 | -327,116 (-23.6%) |
| Caitlin John, LLC | 8,679 | 2,618 | -6,061 (-69.8%) |
| Yorktown Management & Research Co Inc | 5,600 | 3,300 | -2,300 (-41.1%) |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2,845,307 | 2,727,874 | -117,433 (-4.1%) |
| MILLENNIUM MANAGEMENT LLC | 1,060,511 | 26,680 | -1,033,831 (-97.5%) |
| Aquatic Capital Management LLC | 39,376 | 10,595 | -28,781 (-73.1%) |
| T. Rowe Price Investment Management, Inc. | 1,292,057 | 216,049 | -1,076,008 (-83.3%) |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 41,138 | 25,566 | -15,572 (-37.9%) |
| FEDERATED HERMES, INC. | 845,837 | 737,904 | -107,933 (-12.8%) |
| Engineers Gate Manager LP | 44,487 | 18,746 | -25,741 (-57.9%) |
| DF DENT & CO INC | 285,835 | 275,763 | -10,072 (-3.5%) |
| Invesco Ltd. | 1,534,836 | 532,268 | -1,002,568 (-65.3%) |
| Trexquant Investment LP | 56,690 | 29,416 | -27,274 (-48.1%) |
| WELLINGTON MANAGEMENT GROUP LLP | 1,090,626 | 301,697 | -788,929 (-72.3%) |
| Keebeck Wealth Management | 12,215 | 10,020 | -2,195 (-18.0%) |
| INTECH INVESTMENT MANAGEMENT LLC | 57,543 | 35,084 | -22,459 (-39.0%) |
| New Age Alpha Advisors, LLC | 10,181 | 4,961 | -5,220 (-51.3%) |
| CITADEL ADVISORS LLC | 1,233,264 | 755,373 | -477,891 (-38.8%) |
| Van Hulzen Asset Management, LLC | 18,663 | 16,883 | -1,780 (-9.5%) |
| BARCLAYS PLC | 246,383 | 35,048 | -211,335 (-85.8%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Catalyst Funds Management Pty Ltd | 18,200 | $2,453 |
| TWINBEECH CAPITAL LP | 40,095 | $5,404 |
| LECAP ASSET MANAGEMENT LTD | 5,744 | $774 |
| FOX RUN MANAGEMENT, L.L.C. | 10,717 | $1,445 |
| Blueshift Asset Management, LLC | 4,631 | $624 |
| MACQUARIE GROUP LTD | 473,321 | $63,799 |
| Quantessence Capital LLC | 2,582 | $348 |
| Marshall Financial Group LLC | 6,095 | $822 |
| INCEPTIONR LLC | 4,749 | $640 |
| LOOMIS SAYLES & CO L P | 505,796 | $68,176 |
| NOVEM GROUP | 6,342 | $855 |
| AXQ CAPITAL, LP | 2,343 | $316 |
| Edgestream Partners, L.P. | 17,697 | $2,385 |
| ODDO BHF ASSET MANAGEMENT SAS | 12,485 | $1,683 |
| Susquehanna Portfolio Strategies, LLC | 25,150 | $3,390 |
| Y-Intercept (Hong Kong) Ltd | 17,478 | $2,356 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5,434 | $732 |
| Empowered Funds, LLC | 20,421 | $2,753 |
| Entropy Technologies, LP | 4,834 | $652 |
| Cynosure Group, LLC | 2,770 | $373 |