Among active 13F managers last quarter, 10 opened and 24 added, while 10 reduced; the largest holder to move was Allspring Global Investments Holdings, LLC (−0.2%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
119 tracked 13F filers disclose a position in HLLY as of the latest SEC 13F filings, a combined $186.4M 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 | Allspring Global Investments Holdings, LLC | 9.8M | $24.0M | ▼−0.2% Reduced · −16K sh | Q2 2026 | |
| 2 | Boston Partners | 6.6M | $20.3M | ▲+4.5% Added · +286K sh | Q1 2026 | |
| 3 | BlackRock, Inc. | 5.6M | $14.4M | ▲+16% Added · +759K sh | Q2 2026 | |
| 4 | Wasatch Advisors LP | 4.9M | $12.5M | ▲+35% Added · +1.3M sh | Q2 2026 | |
| 5 | Blue Owl Capital Holdings LP | 4.4M | $11.2M | ▲+3.3% Added · +140K sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 3.2M | $8.0M | ▲+0.8% Added · +27K sh | Q2 2026 | |
| 7 | Dimensional Fund Advisors LP | 2.4M | $7.5M | ▲+25% Added · +496K sh | Q1 2026 | |
| 8 | Hillsdale Investment Management Inc. | 1.9M | $5.9M | ▲+1.0% Added · +19K sh | Q1 2026 | |
| 9 | Bank Of America Corp | 1.9M | $5.8M | ▼−6.5% Reduced · −131K sh | Q1 2026 | |
| 10 | Russell Investments Group, Ltd. | 1.8M | $5.4M | ▲+4.9% Added · +82K sh | Q1 2026 | |
| 11 | Geode Capital Management, LLC | 1.7M | $4.5M | ▲+13% Added · +197K sh | Q2 2026 | |
| 12 | Arrowstreet Capital, Limited Partnership | 1.6M | $5.1M | ▲+5.4% Added · +85K sh | Q1 2026 | |
| 13 | State Street Corp | 1.5M | $3.7M | ▲+6.2% Added · +85K sh | Q2 2026 | |
| 14 | Franklin Templeton Inc | 1.4M | $4.2M | ▼−20% Reduced · −339K sh | Q1 2026 | |
| 15 | Morgan Stanley | 1.3M | $4.1M | ▲+1.2% Added · +16K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | 1.2M | $3.7M | ▲+123% Added · +665K sh | Q1 2026 | |
| 17 | Skylands Capital, LLC | 1.1M | $2.7M | ▲+7.6% Added · +76K sh | Q2 2026 | |
| 18 | Two Sigma Investments, LP | 1.0M | $3.2M | ▲+41% Added · +302K sh | Q1 2026 | |
| 19 | Bridgeway Capital Management, LLC | 995K | $2.5M | ▲+3.3% Added · +32K sh | Q2 2026 | |
| 20 | Vanguard Portfolio Management LLC | 939K | $2.4M | ▲+9.6% Added · +82K sh | Q2 2026 | |
| 21 | Renaissance Technologies LLC | 873K | $2.7M | ▼−21% Reduced · −225K sh | Q1 2026 | |
| 22 | AQR Capital Management LLC | 849K | $2.6M | ▲+256% Added · +611K sh | Q1 2026 | |
| 23 | Marshall Wace, LLP | 768K | $2.4M | ▼−41% Reduced · −524K sh | Q1 2026 | |
| 24 | Qube Research & Technologies Ltd | 754K | $2.3M | ▲+402% Added · +604K sh | Q1 2026 | |
| 25 | Millennium Management LLC | 695K | $2.1M | ▼−12% Reduced · −93K 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.
Last quarter, 10 funds opened a new position in HLLY and 24 added to an existing one, while 10 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 | 53 funds | $121.6B |
| Nvidia CorpNVDA | 52 funds | $195.7B |
| JPMorgan Chase & CoJPM | 52 funds | $31.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 52 funds | $16.1B |
| Chevron CorpCVX | 52 funds | $14.8B |
| Apple IncAAPL | 51 funds | $138.4B |
| Amazon.com IncAMZN | 51 funds | $97.0B |
| Alphabet Inc-CL AGOOGL | 51 funds | $89.1B |
| Meta Platforms Inc-Class AMETA | 51 funds | $55.1B |
| Costco Wholesale CorpCOST | 51 funds | $17.6B |
| Schwab (Charles) CorpSCHW | 51 funds | $12.5B |
| Bristol-Myers Squibb CoBMY | 51 funds | $7.8B |
Ranked by how many of HLLY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HLLY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 18, 2025 | Sentinel Capital Partners V, L.P. | Director, 10% Owner | Sell (S) | 2.1M | $5.5M |
| Sep 10, 2025 | Sentinel Partners V, L.P. | Director, 10% Owner | Sell (S) | 14.0M | $36.8M |
| Mar 20, 2025 | Sentinel Capital Investors V, L.P. | Director, 10% Owner | Sell (S) | 802K | $2.0M |
| Dec 16, 2024 | Sentinel Managing Co V, Inc. | Director, 10% Owner | Sell (S) | 1.7M | $5.2M |
| Jun 12, 2024 | Rubel Matthew E | Exec. Chairman of the Board, Director | Buy (P) | 14K | $49K |
| Mar 15, 2024 | Clempson Graham | Director | Buy (P) | 41K | $173K |
| Mar 14, 2024 | Clempson Graham | Director | Buy (P) | 59K | $247K |
| Nov 22, 2023 | Stevenson Matthew | President and CEO, Director | Buy (P) | 14K | $56K |
| Nov 21, 2023 | Stevenson Matthew | President and CEO, Director | Buy (P) | 11K | $44K |
| Nov 13, 2023 | Jones Ginger M | Director | Buy (P) | 10K | $38K |
| Aug 15, 2023 | Sentinel Capital Partners V, L.P. | Director, 10% Owner | Sell (S) | 5.5M | $34.6M |
| Aug 15, 2023 | Coady James D. | Director | Sell (S) | 5.5M | $34.6M |
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 | 50 | 28 | – |
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 |
|---|---|---|
| HLLYthis pagecs | 119 funds | $186.4M |
| 43538H111SPAC Combination | 9 funds | $189K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HLLY
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/HLLY/capital-change-brief"
Use Arkolith's capital_change_brief for HLLY. 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 HLLY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.