This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/HAE/capital-change-brief"
Use Arkolith's capital_change_brief for HAE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $316.7M | 5.6M | ▼−3.5% Reduced · −201K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $200.6M | 3.6M | ▼−7.9% Reduced · −305K sh | Q1 2026 | |
| 3 | AQR CAPITAL MANAGEMENT LLC | $185.7M | 3.4M | ▲+6.1% Added · +193K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $144.2M | 2.6M | ▲New +2.6M sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $117.8M | 2.1M | ▲New +2.1M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $99.9M | 1.8M | ▲+2.5% Added · +43K sh | Q1 2026 | |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $77.9M | 1.4M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 8 | River Road Asset Management, LLC | $74.8M | 1.3M | ▲+20% Added · +226K sh | Q1 2026 | |
| 9 | DIMENSIONAL FUND ADVISORS LP | $74.7M | 1.3M | ▲+21% Added · +233K sh | Q1 2026 | |
| 10 | FMR LLC | $71.9M | 1.3M | ▼−3.8% Reduced · −51K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $68.7M | 1.2M | ▲+2.0% Added · +24K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $53.7M | 953K | ▼−22% Reduced · −274K sh | Q1 2026 | |
| 13 | Allspring Global Investments Holdings, LLC | $50.1M | 890K | ▼−5.3% Reduced · −50K sh | Q1 2026 | |
| 14 | ROYAL BANK OF CANADA | $48.4M | 858K | ▼−11% Reduced · −110K sh | Q1 2026 | |
| 15 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $47.4M | 841K | ▲+17% Added · +124K sh | Q1 2026 | |
| 16 | Invenomic Capital Management LP | $37.5M | 665K | ▲New +665K sh | Q1 2026 | |
| 17 | T. Rowe Price Investment Management, Inc. | Withheld | 597K | ▼−37% Reduced · −346K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $32.6M | 579K | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.2M | 572K | ▲+4.2% Added · +23K sh | Q1 2026 | |
| 20 | Boston Partners | $31.4M | 557K | ▲+73% Added · +234K sh | Q1 2026 | |
| 21 | UBS Group AG | $29.7M | 527K | ▼−2.4% Reduced · −13K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $28.9M | 512K | ▲+6.2% Added · +30K sh | Q1 2026 | |
| 23 | Boston Trust Walden Corp | $28.3M | 502K | ▼−14% Reduced · −79K sh | Q1 2026 | |
| 24 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $27.7M | 492K | ▼−14% Reduced · −82K sh | Q1 2026 | |
| 25 | Qube Research & Technologies Ltd | $24.2M | 430K | ▲+217% Added · +294K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 5, 2026 | Maunsell Farris Maryanne | VP, Chief Accounting Officer | Tax withholding (F) | 259 | $18K |
| Jun 5, 2026 | Miller Laurie A. | SVP, Human Resources | Tax withholding (F) | 313 | $22K |
| May 15, 2026 | Maunsell Farris Maryanne | VP, Chief Accounting Officer | Grant (A) | 2K | — |
| May 15, 2026 | Maunsell Farris Maryanne | VP, Chief Accounting Officer | Tax withholding (F) | 197 | $11K |
| May 15, 2026 | Simon, Christopher | President & CEO, Director | Grant (A) | 78K | — |
| May 15, 2026 | Simon, Christopher | President & CEO, Director | Tax withholding (F) | 10K | $545K |
| May 15, 2026 | DArecca James | EVP, Chief Financial Officer | Grant (A) | 29K | — |
| May 15, 2026 | DArecca James | EVP, Chief Financial Officer | Tax withholding (F) | 3K | $141K |
| May 15, 2026 | Galvin Roy | EVP, Chief Commercial Officer | Grant (A) | 28K | — |
| May 15, 2026 | Galvin Roy | EVP, Chief Commercial Officer | Tax withholding (F) | 879 | $49K |
| May 15, 2026 | Miller Laurie A. | SVP, Human Resources | Grant (A) | 13K | — |
| May 15, 2026 | Miller Laurie A. | SVP, Human Resources | Tax withholding (F) | 948 | $53K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 101 funds | $42.3B |
| APPLE INCAAPL | 99 funds | $50.1B |
| AMAZON.COM INCAMZN | 98 funds | $34.9B |
| VISA INC-CLASS A SHARESV | 98 funds | $8.7B |
| ELI LILLY & COLLY | 97 funds | $11.0B |
| NVIDIA CORPNVDA | 96 funds | $61.9B |
| ALPHABET INC-CL AGOOGL | 96 funds | $28.0B |
| META PLATFORMS INC-CLASS AMETA | 96 funds | $19.6B |
| CHEVRON CORPCVX | 96 funds | $6.1B |
| MASTERCARD INC - AMA | 95 funds | $8.3B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $7.4B |
| CAPITAL ONE FINANCIAL CORPCOF | 95 funds | $2.7B |
Ranked by how many of HAE's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HAE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.