Among active 13F managers last quarter, 7 opened and 29 added, while 17 reduced; the largest holder to move was Neuberger Berman Group LLC (−7.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
288 tracked 13F filers disclose a position in HAE as of the latest SEC 13F filings, a combined $2.8B in reported value. 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 5.6M | $316.7M | ▼−3.5% Reduced · −201K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | 3.6M | $200.6M | ▼−7.9% Reduced · −305K sh | Q1 2026 | |
| 3 | AQR Capital Management LLC | 3.4M | $185.7M | ▲+6.1% Added · +193K sh | Q1 2026 | |
| 4 | Vanguard Portfolio Management LLC | 2.6M | $144.2M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 2.1M | $117.8M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 6 | State Street Corp | 1.8M | $136.4M | ▲+2.5% Added · +45K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 1.5M | $113.3M | ▲+485% Added · +1.3M sh | Q2 2026 | |
| 8 | Arrowstreet Capital, Limited Partnership | 1.4M | $77.9M | ▲+0.2% Added · +3K sh | Q1 2026 | |
| 9 | River Road Asset Management, LLC | 1.3M | $74.8M | ▲+20% Added · +226K sh | Q1 2026 | |
| 10 | Dimensional Fund Advisors LP | 1.3M | $74.7M | ▲+21% Added · +233K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 1.3M | $96.6M | ▲+5.6% Added · +68K sh | Q2 2026 | |
| 12 | FMR LLC | 1.3M | $71.9M | ▼−3.8% Reduced · −51K sh | Q1 2026 | |
| 13 | Goldman Sachs Group Inc | 953K | $53.7M | ▼−22% Reduced · −274K sh | Q1 2026 | |
| 14 | Royal Bank Of Canada | 858K | $48.4M | ▼−11% Reduced · −110K sh | Q1 2026 | |
| 15 | Fort Washington Investment Advisors Inc | 841K | $47.4M | ▲+17% Added · +124K sh | Q1 2026 | |
| 16 | Allspring Global Investments Holdings, LLC | 765K | $57.3M | ▼−14% Reduced · −125K sh | Q2 2026 | |
| 17 | Invenomic Capital Management LP | 665K | $37.5M | ▲New +665K sh | Q1 2026 | |
| 18 | T. Rowe Price Investment Management, Inc. | 597K | Withheld | ▼−37% Reduced · −346K sh | Q1 2026 | |
| 19 | Northern Trust Corp | 579K | $32.6M | ▲+0.3% Added · +2K sh | Q1 2026 | |
| 20 | Charles Schwab Investment Management Inc | 572K | $32.2M | ▲+4.2% Added · +23K sh | Q1 2026 | |
| 21 | Boston Partners | 557K | $31.4M | ▲+73% Added · +234K sh | Q1 2026 | |
| 22 | UBS Group AG | 527K | $29.7M | ▼−2.4% Reduced · −13K sh | Q1 2026 | |
| 23 | Bank Of America Corp | 512K | $28.9M | ▲+6.2% Added · +30K sh | Q1 2026 | |
| 24 | Boston Trust Walden Corp | 502K | $28.3M | ▼−14% Reduced · −79K sh | Q1 2026 | |
| 25 | Silvercrest Asset Management Group LLC | 492K | $27.7M | ▼−14% Reduced · −82K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 7 funds opened a new position in HAE and 29 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 152 funds | $236.4B |
| Apple IncAAPL | 147 funds | $261.5B |
| Nvidia CorpNVDA | 146 funds | $347.5B |
| Amazon.com IncAMZN | 146 funds | $181.2B |
| Meta Platforms Inc-Class AMETA | 143 funds | $98.5B |
| Alphabet Inc-CL AGOOGL | 142 funds | $140.0B |
| Alphabet Inc-CL CGOOG | 142 funds | $115.8B |
| Eli Lilly & CoLLY | 140 funds | $71.5B |
| Broadcom IncAVGO | 139 funds | $144.0B |
| Chevron CorpCVX | 139 funds | $26.5B |
| Costco Wholesale CorpCOST | 138 funds | $34.0B |
| Berkshire Hathaway Inc-CL BBRK/B | 138 funds | $31.8B |
Ranked by how many of HAE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HAE.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Nov 10, 2025 | Kroll Mark W | Director | Buy (P) | 1K | $99K |
| Jul 26, 2024 | Strong Stewart W | President, Global Hospital | Sell (S) | 4K | $393K |
| Jul 12, 2024 | Lingamneni Anila | EVP, Chief Technology Officer | Sell (S) | 79 | $7K |
| Jul 11, 2024 | Lingamneni Anila | EVP, Chief Technology Officer | Sell (S) | 2K | $192K |
| May 29, 2024 | Strong Stewart W | President, Global Hospital | Sell (S) | 9K | $775K |
| May 29, 2024 | Basil Michelle L | EVP and General Counsel | Sell (S) 2 lots, same day | 13K | $1.1M |
| May 20, 2024 | Basil Michelle L | EVP and General Counsel | Sell (S) | 2K | $153K |
| May 20, 2024 | Llorens Josep | EVP, Global Manufacturing | Sell (S) | 987 | $94K |
| May 20, 2024 | Strong Stewart W | President, Global Hospital | Sell (S) | 686 | $65K |
| May 17, 2024 | Basil Michelle L | EVP and General Counsel | Sell (S) | 1K | $102K |
| May 17, 2024 | Llorens Josep | EVP, Global Manufacturing | Sell (S) | 822 | $78K |
| May 16, 2024 | Llorens Josep | EVP, Global Manufacturing | Sell (S) | 770 | $74K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 47 | 36 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| HAEthis pagecs | 288 funds | $2.8B |
| HAE 2.5 06/01/29Sovereign/Corporate | 50 funds | $451.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HAE
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.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HAE. Filings are public domain, sourced to SEC EDGAR.