Among active 13F managers last quarter, 10 opened and 27 added, while 17 reduced; the largest holder to move was Gamco Investors, Inc. Et Al (−2.8%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
146 tracked 13F filers disclose a position in HY as of the latest SEC 13F filings, a combined $281.1M 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 | BlackRock, Inc. | 909K | $29.5M | ▲+2.0% Added · +18K sh | Q1 2026 | |
| 2 | Gamco Investors, Inc. Et Al | 811K | $26.4M | ▼−2.8% Reduced · −23K sh | Q1 2026 | |
| 3 | Dimensional Fund Advisors LP | 588K | $19.1M | ▲+5.1% Added · +29K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 476K | $15.5M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 5 | Deprince Race & Zollo Inc | 414K | $14.5M | ▲+55% Added · +146K sh | Q2 2026 | |
| 6 | American Century Companies Inc | 413K | $13.4M | ▲+9.3% Added · +35K sh | Q1 2026 | |
| 7 | Valueworks LLC | 398K | $13.9M | ▲+0.6% Added · +2K sh | Q2 2026 | |
| 8 | State Street Corp | 331K | $11.6M | ▲+7.1% Added · +22K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 297K | $10.4M | ▼−0.2% Reduced · −630 sh | Q2 2026 | |
| 10 | ProShare Advisors LLC | 192K | $6.2M | ▲+5.9% Added · +11K sh | Q1 2026 | |
| 11 | Jacobs Levy Equity Management, Inc | 173K | $5.6M | ▲+20% Added · +29K sh | Q1 2026 | |
| 12 | Mirae Asset Global Etfs Holdings Ltd. | 164K | $5.3M | ▲+29% Added · +37K sh | Q1 2026 | |
| 13 | Russell Investments Group, Ltd. | 159K | $5.2M | ▲+822% Added · +141K sh | Q1 2026 | |
| 14 | Morgan Stanley | 140K | $4.5M | ▼−2.3% Reduced · −3K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 136K | $4.4M | ▼−39% Reduced · −88K sh | Q1 2026 | |
| 16 | D. E. Shaw & Co., Inc. | 122K | $4.0M | ▼−31% Reduced · −54K sh | Q1 2026 | |
| 17 | Goldman Sachs Group Inc | 120K | $3.9M | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 18 | Federated Hermes, Inc. | 116K | $3.8M | ▼−5.9% Reduced · −7K sh | Q1 2026 | |
| 19 | Charles Schwab Investment Management Inc | 110K | $3.6M | ▲+14% Added · +13K sh | Q1 2026 | |
| 20 | AQR Capital Management LLC | 108K | $3.5M | ▲+25% Added · +22K sh | Q1 2026 | |
| 21 | Northern Trust Corp | 103K | $3.4M | ▲+7.7% Added · +7K sh | Q1 2026 | |
| 22 | Bridgeway Capital Management, LLC | 101K | $3.3M | ▲+6.8% Added · +6K sh | Q1 2026 | |
| 23 | Walleye Capital LLC | 95K | $3.3M | ▲12× Added · +87K sh | Q2 2026 | |
| 24 | Vanguard Portfolio Management LLC | 94K | $3.0M | →New filer Inherited book · not a new buyer | Q1 2026 | |
| 25 | FMR LLC | 91K | $3.0M | ▲+17% Added · +13K 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 HY and 27 added to an existing one, while 17 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 | 76 funds | $190.9B |
| Nvidia CorpNVDA | 73 funds | $273.9B |
| Apple IncAAPL | 73 funds | $213.1B |
| Amazon.com IncAMZN | 73 funds | $137.2B |
| JPMorgan Chase & CoJPM | 73 funds | $44.9B |
| Broadcom IncAVGO | 71 funds | $109.8B |
| Alphabet Inc-CL CGOOG | 71 funds | $86.7B |
| Meta Platforms Inc-Class AMETA | 71 funds | $76.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 71 funds | $25.1B |
| Eli Lilly & CoLLY | 70 funds | $54.4B |
| Visa Inc-Class A SharesV | 70 funds | $40.7B |
| General ElectricGE | 70 funds | $20.8B |
Ranked by how many of HY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in HY.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2024 | Taplin Frank F | Insider | Sell (S) | 12K | $681K |
| Mar 1, 2024 | Taplin Frank F | Insider | Sell (S) | 5K | $293K |
| May 10, 2023 | Sichel Susan | Insider | Sell (S) | 3K | $155K |
| Mar 3, 2023 | Kelly Martha S | Insider | Sell (S) | 2K | $69K |
| Jun 4, 2021 | Breier Gregory | Vice President-Tax | Sell (S) | 2K | $186K |
| Mar 9, 2021 | Kelly Martha S | Insider | Sell (S) 2 lots, same day | 3K | $229K |
| Mar 9, 2021 | Sichel Susan | Insider | Sell (S) | 3K | $229K |
| Feb 12, 2021 | Rankin Alfred M Et Al | Chairman, Director | Sell (S) | 209K | $12.3M |
| Feb 12, 2021 | Rankin Victoire G | Insider | Sell (S) | 209K | $12.3M |
| Feb 12, 2021 | Williams Clara R | Insider | Buy (P) | 104K | $6.2M |
| Feb 12, 2021 | Butler Helen Rankin | Insider | Buy (P) | 104K | $6.2M |
| Feb 12, 2021 | Williams David B | Insider | Buy (P) | 104K | $6.2M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 46 | 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 |
|---|---|---|
| HYthis pagecs | 146 funds | $281.1M |
| 449172204COM | 1 funds | $0 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for HY
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/HY/capital-change-brief"
Use Arkolith's capital_change_brief for HY. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for HY. Filings are public domain, sourced to SEC EDGAR.