Among active 13F managers last quarter, 1 opened and 1 added, while 4 reduced; the largest holder to move was Aristotle Capital Management, LLC (−5.7%). No recent Form 4 insider filings for HEINY.
Funds lean out and no leg opposes.
10 tracked 13F filers disclose a position in HEINY as of the latest SEC 13F filings, a combined $49.1M 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 | Aristotle Capital Management, LLC | 1.1M | $47.8M | ▼−5.7% Reduced · −69K sh | Q2 2026 | |
| 2 | Sterling Capital Management LLC | 18K | $747K | ▲+3.5% Added · +607 sh | Q2 2026 | |
| 3 | Rhumbline Advisers | 9K | $359K | ▲+1.8% Added · +166 sh | Q1 2026 | |
| 4 | GAMMA Investing LLC | 4K | $152K | ▼−7.2% Reduced · −281 sh | Q2 2026 | |
| 5 | Atlas Capital Advisors Inc. | 1K | $45K | ▲New +1K sh | Q2 2026 | |
| 6 | Financial Gravity Companies, Inc. | 382 | $16K | ▼−12% Reduced · −54 sh | Q2 2026 | |
| 7 | Ancora Advisors LLC | 318 | $13K | —Held | Q2 2026 | |
| 8 | Salomon & Ludwin, LLC | 226 | $10K | ▼−3.4% Reduced · −8 sh | Q2 2026 | |
| 9 | PNC Financial Services Group, Inc. | 201 | $8K | ▼−77% Reduced · −690 sh | Q1 2026 | |
| 10 | Archer Investment Corp | 65 | $3K | —Held | Q2 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.
Last quarter, 1 fund opened a new position in HEINY and 1 added to an existing one, while 4 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 |
|---|---|---|
| Parker Hannifin CorpPH | 8 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 8 funds | $1.9B |
| Microsoft CorpMSFT | 8 funds | $1.5B |
| Capital One Financial CorpCOF | 8 funds | $1.3B |
| Amgen IncAMGN | 8 funds | $1.1B |
| Qualcomm IncQCOM | 8 funds | $1.1B |
| Coca-Cola CoKO | 8 funds | $960.8M |
| Motorola Solutions IncMSI | 8 funds | $919.3M |
| Merck & Co. Inc.MRK | 8 funds | $878.0M |
| General Dynamics CorpGD | 8 funds | $872.8M |
| Xcel Energy IncXEL | 8 funds | $844.0M |
| Sony Group Corp - SP ADRSONY | 8 funds | $829.9M |
Ranked by how many of HEINY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HEINY.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 2 | 5 | – |
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.
No filings captured for this ticker in the live stream yet.
Connected entities for HEINY
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/HEINY/capital-change-brief"
Use Arkolith's capital_change_brief for HEINY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HEINY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.