Balanced Rock Investment Advisors LLC HSII β€” HEIDRICK & STRUGGLES INTL IN

Ownership history in Balanced Rock Investment Advisors LLC  Β·  8 quarters on record

AI Ownership Summary

Balanced Rock Investment Advisors LLC reported HEIDRICK & STRUGGLES INTL IN (HSII) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.31% in 2024 Q3. The latest visible filing shows HSII at 0.23% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HSII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Balanced Rock Investment Advisors LLC's position in HEIDRICK & STRUGGLES INTL IN, 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

HSII was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2024 Q3

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

Time in book
Holding Window
2024 Q1 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.

HSII stock page Balanced Rock Investment Advisors LLC fund profile Balanced Rock Investment Advisors LLC full holdings
How Balanced Rock Investment Advisors LLC held HSII β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED β€” β€” β€” 6,252 -496 -7.4% 0.23% $311K 2025-11-14 β€”
2025 Q2 REDUCED β€” β€” β€” 6,748 -1,429 -17.5% 0.24% $309K 2025-08-14 β€”
2025 Q1 REDUCED β€” β€” β€” 8,177 -26 -0.3% 0.28% $350K 2025-05-12 β€”
2024 Q4 REDUCED β€” β€” β€” 8,203 -2,059 -20.1% 0.29% $363K 2025-02-13 β€”
2024 Q3 REDUCED β€” β€” β€” 10,262 -216 -2.1% 0.31% $399K 2024-11-13 β€”
2024 Q2 REDUCED β€” β€” β€” 10,478 -36 -0.3% 0.28% $331K 2024-07-31 β€”
2024 Q1 REDUCED β€” β€” β€” 10,514 -701 -6.3% 0.30% $354K 2024-05-13 β€”
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HSII

As of 2026 Q1 β€” sorted by position size

Nebula Research & Development LLC 3Y 0.04%

FAQ About Balanced Rock Investment Advisors LLC and HSII

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

How long has Balanced Rock Investment Advisors LLC reported owning HSII?

Balanced Rock Investment Advisors LLC reported HSII across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported HSII position in Balanced Rock Investment Advisors LLC's portfolio?

The largest reported portfolio weight for HSII was 0.31% in 2024 Q3.

What is the latest reported HSII position on this page?

The most recent filing on this page is 2025 Q3, when Balanced Rock Investment Advisors LLC reported 6,252 shares, equal to 0.23% of portfolio, with an estimated market value of $311K.

What does the chart on this HSII ownership page compare?

The chart compares Balanced Rock Investment Advisors LLC's quarterly HSII 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.

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