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/HLNE/capital-change-brief"
Use Arkolith's capital_change_brief for HLNE. 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. | $405.1M | 4.1M | ▼−0.1% Reduced · −2K sh | Q1 2026 | |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $339.5M | 3.4M | ▲+25% Added · +687K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $181.5M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $177.4M | 1.8M | ▲New +1.8M sh | Q1 2026 | |
| 5 | STATE STREET CORP | $131.8M | 1.3M | ▲+1.9% Added · +25K sh | Q1 2026 | |
| 6 | MILLENNIUM MANAGEMENT LLC | $121.6M | 1.2M | ▲46× Added · +1.2M sh | Q1 2026 | |
| 7 | WASATCH ADVISORS LP | $90.8M | 1.2M | ▼−34% Reduced · −600K sh | Q2 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $109.7M | 1.1M | ▲+1.7% Added · +18K sh | Q1 2026 | |
| 9 | Champlain Investment Partners, LLC | $108.1M | 1.1M | ▲+2.4% Added · +26K sh | Q1 2026 | |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | $104.4M | 1.1M | ▼−1.8% Reduced · −19K sh | Q1 2026 | |
| 11 | T. Rowe Price Investment Management, Inc. | Withheld | 990K | ▼−17% Reduced · −201K sh | Q1 2026 | |
| 12 | JANUS HENDERSON GROUP PLC | $90.0M | 906K | ▲+13% Added · +104K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $72.1M | 725K | ▲+25% Added · +146K sh | Q1 2026 | |
| 14 | Neuberger Berman Group LLC | $70.6M | 711K | ▲+18% Added · +106K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $67.4M | 679K | ▲+1.8% Added · +12K sh | Q1 2026 | |
| 16 | LOS ANGELES CAPITAL MANAGEMENT LLC | $67.4M | 678K | ▲158× Added · +674K sh | Q1 2026 | |
| 17 | Clearbridge Investments, LLC | $66.5M | 669K | ▲+0.9% Added · +6K sh | Q1 2026 | |
| 18 | BALYASNY ASSET MANAGEMENT L.P. | $65.1M | 655K | ▼−13% Reduced · −102K sh | Q1 2026 | |
| 19 | WELLS FARGO & COMPANY/MN | $64.2M | 646K | ▲+46% Added · +203K sh | Q1 2026 | |
| 20 | RAYMOND JAMES FINANCIAL INC | $60.1M | 606K | ▲+4.8% Added · +28K sh | Q1 2026 | |
| 21 | UBS Group AG | $51.0M | 513K | ▼−13% Reduced · −77K sh | Q1 2026 | |
| 22 | NORGES BANK | $68.7M | 511K | ▲+56% Added · +183K sh | Q4 2025 | |
| 23 | Copeland Capital Management, LLC | $50.3M | 506K | ▼−3.5% Reduced · −18K sh | Q1 2026 | |
| 24 | AMERICAN CENTURY COMPANIES INC | $44.1M | 443K | ▼−10% Reduced · −50K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $42.9M | 431K | ▲+79% Added · +190K 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 11, 2026 | Rogers Hartley R. | Executive Co-Chairman, Director, 10% Owner | Buy (P) | 11K | $826K |
| Jun 11, 2026 | Rogers Hartley R. | Executive Co-Chairman, Director, 10% Owner | Buy (P) | 28K | $2.2M |
| Jun 11, 2026 | BERKMAN DAVID J | Director | Buy (P) | 15K | $1.1M |
| Jun 11, 2026 | Kramer Andrea Anigati | Chief Operating Officer, 10% Owner | Buy (P) | 1K | $99K |
| May 29, 2026 | Armbrister Jeffrey Brian | Chief Financial Officer | Grant (A) | 2K | $0 |
| May 29, 2026 | Delgado-Moreira Juan | Co-Chief Executive Officer, Director, 10% Owner | Grant (A) | 38K | $0 |
| May 29, 2026 | Carl Drew Thomas | Chief Accounting Officer | Grant (A) | 675 | $0 |
| May 29, 2026 | Gavalis Lydia | General Counsel & Secretary | Grant (A) | 1K | $0 |
| May 29, 2026 | Hirsch Erik R. | Co-Chief Executive Officer, Director, 10% Owner | Grant (A) | 42K | $0 |
| May 29, 2026 | Kramer Andrea Anigati | Chief Operating Officer, 10% Owner | Grant (A) | 4K | $0 |
| May 27, 2026 | Rogers Hartley R. | Executive Co-Chairman, Director, 10% Owner | Buy (P) | 466 | $43K |
| May 27, 2026 | Rogers Hartley R. | Executive Co-Chairman, Director, 10% Owner | Buy (P) | 466 | $43K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 139 funds | $57.0B |
| ALPHABET INC-CL AGOOGL | 137 funds | $37.4B |
| APPLE INCAAPL | 135 funds | $68.3B |
| NVIDIA CORPNVDA | 134 funds | $82.1B |
| AMAZON.COM INCAMZN | 134 funds | $45.8B |
| BROADCOM INCAVGO | 134 funds | $30.5B |
| META PLATFORMS INC-CLASS AMETA | 134 funds | $25.1B |
| JPMORGAN CHASE & COJPM | 133 funds | $20.1B |
| ELI LILLY & COLLY | 133 funds | $15.9B |
| VISA INC-CLASS A SHARESV | 132 funds | $13.0B |
| UNITEDHEALTH GROUP INCUNH | 131 funds | $5.3B |
| SERVICENOW INCNOW | 130 funds | $4.1B |
Ranked by how many of HLNE'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 HLNE. 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.