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/HLN/capital-change-brief"
Use Arkolith's capital_change_brief for HLN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DODGE & COX | $1.5B | 146.5M | ▼−3.4% Reduced · −5.2M sh | Q1 2026 | |
| 2 | FMR LLC | $1.1B | 114.0M | ▲+5.6% Added · +6.0M sh | Q1 2026 | |
| 3 | Clearbridge Investments, LLC | $317.5M | 31.7M | ▲+0.9% Added · +295K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $191.9M | 19.2M | ▼−11% Reduced · −2.3M sh | Q1 2026 | |
| 5 | NORGES BANK | $163.5M | 16.2M | ▲59× Added · +15.9M sh | Q4 2025 | |
| 6 | HARDING LOEVNER LP | $157.2M | 15.7M | ▼−5.4% Reduced · −903K sh | Q1 2026 | |
| 7 | HARRIS ASSOCIATES L P | $150.5M | 15.0M | ▲New +15.0M sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $146.9M | 14.7M | ▲+83% Added · +6.6M sh | Q1 2026 | |
| 9 | BANK OF AMERICA CORP /DE/ | $109.5M | 10.9M | ▲+17% Added · +1.6M sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $89.0M | 9.1M | ▲26× Added · +8.7M sh | Q1 2026 | |
| 11 | Nuveen, LLC | $87.1M | 8.7M | ▲+41% Added · +2.5M sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $82.8M | 8.3M | ▲+2.2% Added · +179K sh | Q1 2026 | |
| 13 | Aristotle Capital Management, LLC | $76.7M | 7.7M | ▼−2.1% Reduced · −162K sh | Q1 2026 | |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $70.4M | 7.0M | ▲+28% Added · +1.6M sh | Q1 2026 | |
| 15 | Douglas Lane & Associates, LLC | $62.4M | 6.7M | ▼~0% Reduced · −1K sh | Q2 2026 | |
| 16 | Point72 Asset Management, L.P. | $65.8M | 6.6M | ▲+39% Added · +1.8M sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $62.7M | 6.3M | ▲+3.5% Added · +213K sh | Q1 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $61.3M | 6.1M | ▼−41% Reduced · −4.3M sh | Q1 2026 | |
| 19 | Sculptor Capital LP | $53.1M | 5.3M | ▼−49% Reduced · −5.2M sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $52.6M | 5.3M | ▲+5.4% Added · +268K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $51.1M | 5.1M | ▼−5.4% Reduced · −294K sh | Q1 2026 | |
| 22 | NORTHERN TRUST CORP | $48.9M | 4.9M | ▲+1.3% Added · +64K sh | Q1 2026 | |
| 23 | VAN ECK ASSOCIATES CORP | Withheld | 4.6M | ▲+2.9% Added · +132K sh | Q1 2026 | |
| 24 | Bank Julius Baer & Co. Ltd, Zurich | $43.6M | 4.4M | ▼−2.3% Reduced · −101K sh | Q1 2026 | |
| 25 | First Eagle Investment Management, LLC | $40.4M | 4.0M | ▲+21% Added · +697K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 209 funds | $53.8B |
| AMAZON.COM INCAMZN | 207 funds | $37.2B |
| ALPHABET INC-CL AGOOGL | 207 funds | $34.7B |
| VISA INC-CLASS A SHARESV | 206 funds | $12.8B |
| BROADCOM INCAVGO | 205 funds | $24.3B |
| COSTCO WHOLESALE CORPCOST | 205 funds | $11.0B |
| MASTERCARD INC - AMA | 205 funds | $9.7B |
| UNITEDHEALTH GROUP INCUNH | 205 funds | $5.3B |
| APPLE INCAAPL | 204 funds | $61.1B |
| META PLATFORMS INC-CLASS AMETA | 204 funds | $24.2B |
| JPMORGAN CHASE & COJPM | 204 funds | $20.1B |
| ELI LILLY & COLLY | 204 funds | $13.5B |
Ranked by how many of HLN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for HLN. 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.