Ticker: HEI/A CUSIP: 422806208 Class: Common Stock
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Applied Fundamental Research, LLC | 28,134 | $7,102 |
| Triad Investment Management | 12,522 | $3,161 |
| AXQ CAPITAL, LP | 3,907 | $986 |
| Farringdon Capital, Ltd. | 3,378 | $853 |
| MUFG Securities EMEA plc | 40,320 | $10,178 |
| Mosley Wealth Management | 968 | $244 |
| Trexquant Investment LP | 30,817 | $7,779 |
| R Squared Ltd | 912 | $230 |
| Bridgefront Capital, LLC | 1,306 | $330 |
| XTX Topco Ltd | 7,483 | $1,889 |
| 111 Capital | 1,444 | $365 |
| J. Safra Sarasin Holding AG | 9,848 | $2,486 |
| Curated Wealth Partners LLC | 1,761 | $445 |
| Calamos Wealth Management LLC | 4,326 | $1,092 |
| TWINBEECH CAPITAL LP | 2,802 | $707 |
| Aigen Investment Management, LP | 906 | $229 |
| SRS Capital Advisors, Inc. | 5,670 | $1,431 |
| McLean Asset Management Corp | 747 | $203 |
| Laird Norton Wetherby Trust Company, LLC | 3,116 | $787 |
| D. E. Shaw & Co., Inc. | 87,776 | $22,157 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Zeno Equity Partners LLP | 87,854 | 248,216 | +160,362 (+182.5%) |
| ARISTEIA CAPITAL, L.L.C. | 612,803 | 889,228 | +276,425 (+45.1%) |
| Maren Capital LLC | 598,490 | 623,083 | +24,593 (+4.1%) |
| Visualize Group LP | 139,799 | 141,209 | +1,410 (+1.0%) |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | 108,294 | 193,537 | +85,243 (+78.7%) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 108,311 | 119,242 | +10,931 (+10.1%) |
| IPG Investment Advisors LLC | 22,107 | 31,224 | +9,117 (+41.2%) |
| OCCUDO QUANTITATIVE STRATEGIES LP | 12,188 | 35,800 | +23,612 (+193.7%) |
| BLALOCK WILLIAMS, LLC | 3,383 | 3,951 | +568 (+16.8%) |
| STATE OF WISCONSIN INVESTMENT BOARD | 886,359 | 993,940 | +107,581 (+12.1%) |
| NZS Capital, LLC | 197,632 | 199,636 | +2,004 (+1.0%) |
| Y-Intercept (Hong Kong) Ltd | 3,615 | 20,574 | +16,959 (+469.1%) |
| Machina Capital S.A.S. | 1,235 | 3,261 | +2,026 (+164.0%) |
| Qube Research & Technologies Ltd | 178,259 | 383,053 | +204,794 (+114.9%) |
| Engineers Gate Manager LP | 25,493 | 45,765 | +20,272 (+79.5%) |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 51,225 | 110,124 | +58,899 (+115.0%) |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 304,075 | 347,701 | +43,626 (+14.3%) |
| ARGENT CAPITAL MANAGEMENT LLC | 7,010 | 14,326 | +7,316 (+104.4%) |
| Callan Family Office, LLC | 880 | 5,583 | +4,703 (+534.4%) |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 538,657 | 631,685 | +93,028 (+17.3%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Silver Heights Capital Management Inc | 309,596 | 306,110 | -3,486 (-1.1%) |
| Immersion Capital LLP | 67,406 | 48,566 | -18,840 (-28.0%) |
| DF DENT & CO INC | 1,123,846 | 988,075 | -135,771 (-12.1%) |
| Alpine Peaks Capital, LP | 33,769 | 31,469 | -2,300 (-6.8%) |
| Quantum Capital Management, LLC / NJ | 299,393 | 293,689 | -5,704 (-1.9%) |
| PYA Waltman Capital, LLC | 62,985 | 61,110 | -1,875 (-3.0%) |
| Local Pensions Partnership Investment Ltd | 1,282,905 | 1,264,905 | -18,000 (-1.4%) |
| SNYDER CAPITAL MANAGEMENT L P | 281,425 | 202,751 | -78,674 (-28.0%) |
| SIRIOS CAPITAL MANAGEMENT L P | 92,040 | 90,760 | -1,280 (-1.4%) |
| GPM Growth Investors, Inc. | 27,659 | 26,918 | -741 (-2.7%) |
| Investment Management Corp of Ontario | 335,543 | 282,088 | -53,455 (-15.9%) |
| PRINCIPAL FINANCIAL GROUP INC | 10,303,955 | 9,398,492 | -905,463 (-8.8%) |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1,242,975 | 892,485 | -350,490 (-28.2%) |
| BRASADA CAPITAL MANAGEMENT, LP | 53,737 | 52,383 | -1,354 (-2.5%) |
| Conestoga Capital Advisors, LLC | 229,960 | 188,668 | -41,292 (-18.0%) |
| Stephens Investment Management Group LLC | 426,478 | 404,234 | -22,244 (-5.2%) |
| Vulcan Value Partners, LLC | 270,379 | 250,065 | -20,314 (-7.5%) |
| MACQUARIE GROUP LTD | 472,127 | 5,749 | -466,378 (-98.8%) |
| SHERBROOKE PARK ADVISERS LLC | 1,513 | 793 | -720 (-47.6%) |
| Hunting Hill Global Capital, LLC | 4,000 | 2,121 | -1,879 (-47.0%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 13,109 | $3,331 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 114,366 | $29 |
| Longboard Asset Management, LP | 991 | $252 |
| PharVision Advisers, LLC | 1,674 | $425 |
| Wallace Advisory Group, LLC | 902 | $233 |
| Blue Barn Wealth, LLC | 917 | $233 |
| MIRABELLA FINANCIAL SERVICES LLP | 4,850 | $1,230 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 806 | $205 |
| Vinva Investment Management Ltd | 13,831 | $3,474 |
| ODDO BHF ASSET MANAGEMENT SAS | 5,748 | $1,461 |
| TOWNSQUARE CAPITAL LLC | 1,354 | $344 |
| Susquehanna Portfolio Strategies, LLC | 8,437 | $2,144 |
| VisionPoint Advisory Group, LLC | 914 | $232 |
| Alliance Wealth Advisors, LLC /UT | 798 | $203 |
| Empowered Funds, LLC | 6,311 | $1,604 |
| Tredje AP-fonden | 8,189 | $2,081 |
| Integrated Wealth Concepts LLC | 4,742 | $1,205 |
| Virtu Financial LLC | 3,098 | $1 |
| Centiva Capital, LP | 3,647 | $927 |
| Freestone Grove Partners LP | 3,234 | $822 |