ADAGE CAPITAL PARTNERS GP, L.L.C. HNI — HNI CORP

Ownership history in ADAGE CAPITAL PARTNERS GP, L.L.C.  ·  8 quarters on record

AI Ownership Summary

ADAGE CAPITAL PARTNERS GP, L.L.C. reported HNI CORP (HNI) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.09% in 2025 Q2. The latest visible filing shows HNI at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HNI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ADAGE CAPITAL PARTNERS GP, L.L.C.'s position in HNI CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HNI was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HNI stock page ADAGE CAPITAL PARTNERS GP, L.L.C. fund profile ADAGE CAPITAL PARTNERS GP, L.L.C. full holdings
How ADAGE CAPITAL PARTNERS GP, L.L.C. held HNI — position size vs. price
% of Fund (quarterly)    HNI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 35.8% -8.0% ✅ 720,000 -402,000 -35.8% 0.05% $33.7M 2025-11-14 $38.14
2025 Q2 ADDED — — — 1,122,000 +872,000 +348.8% 0.09% $55.2M 2025-08-14 $42.74
2025 Q1 REDUCED 43.7% +11.7% ❌ 250,000 -194,000 -43.7% 0.02% $11.1M 2025-05-15 $45.76
2024 Q4 ADDED — — — 444,000 +111,000 +33.3% 0.04% $22.4M 2025-02-14 $47.58
2024 Q3 ADDED — — — 333,000 +45,164 +15.7% 0.03% $17.9M 2024-11-14 $52.23
2024 Q2 ADDED — — — 287,836 +137,836 +91.9% 0.02% $13.0M 2024-08-14 $47.04
2024 Q1 REDUCED 40.0% +0.7% ❌ 150,000 -100,000 -40.0% 0.01% $6.8M 2024-05-15 $44.07
2023 Q4 INITIATED — — — 250,000 — — 0.02% $10.5M 2024-02-14 $39.53

🏢 Other funds also holding HNI

As of 2026 Q1 — sorted by position size

BRIGHTLIGHT CAPITAL MANAGEMENT LP 3Y 8.66% Medina Value Partners, LLC 3Y 3.37% Pillsbury Lake Capital LLC 3.34% Trask Adam Roland 3.11% LONE PEAK GLOBAL INVESTORS LLC 3Y 7Y 3.05% Front Street Capital Management, Inc. 3Y 7Y 1.12% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.44% COOKE & BIELER LP 3Y 7Y 0.36% Aster Capital Management (DIFC) Ltd 0.23% GRACE & WHITE INC /NY 3Y 7Y 0.23%

FAQ About ADAGE CAPITAL PARTNERS GP, L.L.C. and HNI

These are the practical questions this page is built to answer before you even open the full history table.

How long has ADAGE CAPITAL PARTNERS GP, L.L.C. reported owning HNI?

ADAGE CAPITAL PARTNERS GP, L.L.C. reported HNI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported HNI position in ADAGE CAPITAL PARTNERS GP, L.L.C.'s portfolio?

The largest reported portfolio weight for HNI was 0.09% in 2025 Q2.

What is the latest reported HNI position on this page?

The most recent filing on this page is 2025 Q3, when ADAGE CAPITAL PARTNERS GP, L.L.C. reported 720,000 shares, equal to 0.05% of portfolio, with an estimated market value of $33.7M.

What does the chart on this HNI ownership page compare?

The chart compares ADAGE CAPITAL PARTNERS GP, L.L.C.'s quarterly HNI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ADAGE CAPITAL PARTNERS GP, L.L.C. time their HNI position?

Based on 13F filing dates vs. subsequent HNI price moves, ADAGE CAPITAL PARTNERS GP, L.L.C. correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on HNI relative to SPY over the holding period was +165.9%.

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