Among active 13F managers last quarter, 9 opened and 22 added, while 13 reduced; the largest holder to move was Pzena Investment Management LLC (+7.1%). Over the last 180 days, 1 insider sold and none bought, a net -$591K in open-market trades.
The legs disagree, or only one of them leans.
128 tracked 13F filers disclose a position in HVT as of the latest SEC 13F filings, a combined $285.8M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pzena Investment Management LLC | 1.6M | $39.9M | ▲+7.1% Added · +103K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | 1.5M | $39.1M | ▲+8.6% Added · +122K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 941K | $19.9M | ▼−0.3% Reduced · −3K sh | Q1 2026 | |
| 4 | Renaissance Technologies LLC | 720K | $15.2M | ▲+2.8% Added · +20K sh | Q1 2026 | |
| 5 | Vanguard Capital Management LLC | 593K | $15.1M | ▲+0.1% Added · +496 sh | Q2 2026 | |
| 6 | American Century Companies Inc | 541K | $11.5M | ▲+5.6% Added · +29K sh | Q1 2026 | |
| 7 | Cambria Investment Management, L.P. | 374K | $9.5M | ▼−16% Reduced · −72K sh | Q2 2026 | |
| 8 | Geode Capital Management, LLC | 354K | $9.0M | ▲+7.3% Added · +24K sh | Q2 2026 | |
| 9 | Arrowstreet Capital, Limited Partnership | 334K | $7.1M | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 10 | Charles Schwab Investment Management Inc | 326K | $6.9M | ▼−12% Reduced · −46K sh | Q1 2026 | |
| 11 | State Street Corp | 323K | $8.2M | ▲+6.2% Added · +19K sh | Q2 2026 | |
| 12 | Hotchkis & Wiley Capital Management LLC | 318K | $8.1M | ▼−9.8% Reduced · −34K sh | Q2 2026 | |
| 13 | Kanen Wealth Management LLC | 291K | $7.4M | ▲New +291K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 239K | $5.1M | ▼−55% Reduced · −287K sh | Q1 2026 | |
| 15 | Vanguard Portfolio Management LLC | 237K | $6.1M | ▲+8.8% Added · +19K sh | Q2 2026 | |
| 16 | Deprince Race & Zollo Inc | 233K | $5.9M | ▲+48% Added · +76K sh | Q2 2026 | |
| 17 | Hodges Capital Management Inc. | 183K | $4.7M | ▼−13% Reduced · −27K sh | Q2 2026 | |
| 18 | Bridgeway Capital Management, LLC | 166K | $4.2M | ▼−4.5% Reduced · −8K sh | Q2 2026 | |
| 19 | Sei Investments Co | 165K | $3.5M | ▲+65% Added · +65K sh | Q1 2026 | |
| 20 | Jacobs Levy Equity Management, Inc | 163K | $4.2M | ▼−6.8% Reduced · −12K sh | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | 155K | $3.3M | ▲+5.9% Added · +9K sh | Q1 2026 | |
| 22 | Qube Research & Technologies Ltd | 150K | $3.2M | ▲+21% Added · +25K sh | Q1 2026 | |
| 23 | CWA Asset Management Group, LLC | 144K | $3.7M | —Held | Q2 2026 | |
| 24 | Northern Trust Corp | 131K | $2.8M | ▲+4.2% Added · +5K sh | Q1 2026 | |
| 25 | Empowered Funds, LLC | 118K | $2.5M | ▲New +118K 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, 9 funds opened a new position in HVT and 22 added to an existing one, while 13 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 | 68 funds | $146.8B |
| JPMorgan Chase & CoJPM | 67 funds | $35.1B |
| Nvidia CorpNVDA | 66 funds | $231.1B |
| Alphabet Inc-CL AGOOGL | 66 funds | $102.4B |
| Meta Platforms Inc-Class AMETA | 66 funds | $61.0B |
| Broadcom IncAVGO | 65 funds | $98.1B |
| Tesla IncTSLA | 65 funds | $39.7B |
| Apple IncAAPL | 64 funds | $167.2B |
| Chevron CorpCVX | 64 funds | $15.3B |
| Amazon.com IncAMZN | 63 funds | $112.2B |
| Eli Lilly & CoLLY | 63 funds | $48.1B |
| Mastercard Inc - AMA | 63 funds | $32.9B |
Ranked by how many of HVT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HVT.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Smith Clarence H | Director | Sell (S) | 21K | $591K |
| Dec 12, 2025 | Haverty Rawson Jr | Director | Sell (S) | 8K | $186K |
| Dec 11, 2025 | Haverty Rawson Jr | Director | Sell (S) | 2K | $58K |
| Nov 19, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 5K | $101K |
| Sep 17, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 10K | $231K |
| Sep 16, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 15K | $345K |
| Aug 27, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 15K | $343K |
| Jun 17, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 25K | — |
| Jun 12, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 9K | — |
| Jun 11, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 2K | $31K |
| May 22, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 3K | $66K |
| Mar 10, 2025 | Haverty Rawson Jr | Director, 10% Owner | Sell (S) | 10K | — |
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 | 43 | 29 | – |
Insiders Form 4 open-market | 0 | 1 | -$591K |
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 |
|---|---|---|
| HVTthis pagecs | 128 funds | $285.8M |
| HVT/AStock | 11 funds | $3.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HVT
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/HVT/capital-change-brief"
Use Arkolith's capital_change_brief for HVT. 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 HVT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.