HNNA

Hennessy Advisors Inc$9.92 0.92%
FinancialsUSCUSIP 425885100· EOD Aug 3, 2026◍ Confluence graph
Tracked 13F Holders
27
-24 QoQ
13F Value (tracked)
$9.8M
Insider Net · 180d
-$100K
0↑ 1↓
Recent Filings
15
Smart-money sentimentBearish
BearishBullish
13F funds (latest Q)4 adding · 3 trimming
Insider net (180d)-$100K

Price & smart-money activity

$9.92 0.92%5Y -0.8%
$5.89$7.77$9.65$11.53$13.4120212022202320242025202642223226210225323321442952542535532
Hover for who · click for detailEnd-of-day closing prices52w $8.97 – $12.79

Who owns HNNA?

27 tracked 13F filers

27 tracked 13F filers disclose a position in HNNA as of the latest SEC 13F filings, a combined $9.8M 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.

All quarters use one ordinary-share-equivalent series. Historical ADS are converted at 2 ADS = 1 ordinary share. Expand a row for the exact calculation; the residual is not classified as a trade.
#FundPosition valueSharesLast moveAs ofHistory
1VANGUARD CAPITAL MANAGEMENT LLC
$2.3M
239K
First observed position
No prior filed position
Q1 2026
2Truffle Hound Capital, LLC
$2.0M
200K
Held
Q2 2026
3RENAISSANCE TECHNOLOGIES LLC
$976K
100K
+4.9%
Added · +5K sh
Q1 2026
4Allworth Financial LP
$793K
81K
Held
Q1 2026
5Perigon Wealth Management, LLC
$648K
64K
Held
Q2 2026
6DIMENSIONAL FUND ADVISORS LP
$514K
53K
+7.3%
Added · +4K sh
Q1 2026
7GEODE CAPITAL MANAGEMENT, LLC
$500K
51K
−9.2%
Reduced · −5K sh
Q1 2026
8NORTHERN TRUST CORP
$274K
28K
−0.7%
Reduced · −195 sh
Q1 2026
9VANGUARD FIDUCIARY TRUST CO
$267K
27K
First observed position
No prior filed position
Q1 2026
10BRIDGEWAY CAPITAL MANAGEMENT, LLC
$215K
22K
+9.0%
Added · +2K sh
Q1 2026
11Concurrent Investment Advisors, LLC
$217K
21K
+103%
Added · +11K sh
Q2 2026
12SUSQUEHANNA INTERNATIONAL GROUP, LLP
$199K
20K
+79%
Added · +9K sh
Q1 2026
13Empowered Funds, LLC
$146K
15K
New
+15K sh
Q1 2026
14Quinn Opportunity Partners LLC
$145K
15K
Held
Q1 2026
15BlackRock, Inc.
$133K
14K
+8.8%
Added · +1K sh
Q1 2026
16BANK OF AMERICA CORP /DE/
$132K
14K
−41%
Reduced · −10K sh
Q1 2026
17Net Worth Advisory Group
$124K
12K
−5.3%
Reduced · −687 sh
Q2 2026
18CITADEL ADVISORS LLC
$107K
11K
−35%
Reduced · −6K sh
Q1 2026
19UBS Group AG
$36K
4K
+335%
Added · +3K sh
Q1 2026
20JONES FINANCIAL COMPANIES LLLP
$13K
1K
+29%
Added · +300 sh
Q1 2026
21CALDWELL SUTTER CAPITAL, INC.
$5K
505
Held
Q2 2026
22MassMutual Private Wealth & Trust, FSB
$5K
500
New
+500 sh
Q1 2026
23Tower Research Capital LLC (TRC)
$4K
376
−16%
Reduced · −69 sh
Q1 2026
24CITIGROUP INC
$49
5
+400%
Added · +4 sh
Q1 2026
25MORGAN STANLEY
$13
1
Held
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.

Is HNNA being bought or sold by institutions?

Last quarter, 1 fund opened a new position in HNNA and 3 added to an existing one, while 3 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
3
funds
Reduced
3
funds
Exited
0
funds

Funds that own HNNA also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT9 funds$1.7B
META PLATFORMS INC-CLASS AMETA9 funds$1.5B
ALPHABET INC-CL AGOOGL9 funds$1.5B
UNITEDHEALTH GROUP INCUNH9 funds$807.4M
NETFLIX INCNFLX9 funds$390.3M
ADOBE INCADBE9 funds$340.5M
ADVANCED MICRO DEVICESAMD9 funds$318.5M
COMCAST CORP-CLASS ACMCSA9 funds$200.8M
GENERAL MOTORS COGM9 funds$148.0M
INTERACTIVE BROKERS GRO-CL AIBKR9 funds$94.7M
NVIDIA CORPNVDA8 funds$4.6B
APPLE INCAAPL8 funds$3.0B

Ranked by how many of HNNA's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$0
0 insiders
Sells · 180d
$100K
1 insiders
Net
-$100K
1 P/S txns
Signal
Net Selling
open-market
DateInsiderRoleActionSharesValue
May 11, 2026Fahy KathrynSVP and CFOSell (S)10K$100K
Dec 30, 2025Newton KieraDirectorSell (S)571$5K
Sep 29, 2025Newton KieraDirectorSell (S)390$4K
Sep 23, 2025Newton KieraDirectorSell (S)3$33
Aug 15, 2025SEAVEY THOMAS LDirectorSell (S)3K$28K
Aug 14, 2025SEAVEY THOMAS LDirectorSell (S)3K$29K
Aug 13, 2025SEAVEY THOMAS LDirectorSell (S)8K$83K
Aug 12, 2025SEAVEY THOMAS LDirectorSell (S)7K$76K
May 13, 2025Fahy KathrynSVP and CFOSell (S)10K$107K
Mar 28, 2025NILSEN TERESA MPresident, COO and Secretary, DirectorSell (S)4K$42K
Mar 27, 2025NILSEN TERESA MPresident, COO and Secretary, DirectorSell (S)4K$42K
Mar 27, 2025Newton KieraDirectorSell (S)575$6K

Institutional ownership over time

2 funds-15 since Q3 2024
01326Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $341K

Recent filings

15 shown

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Connected entities for HNNA

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Ask your agent what changed in HNNA

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/HNNA/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for HNNA.
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 HNNA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.