Institutional Holders (2026 Q2)
325 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HAE. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Kestrel Investment Management Corp | 3.98% | 97,400 | $7.3M |
| 2 | North Peak Capital Management, LLC | 2.86% | 343,077 | $25.7M |
| 3 | Expect Equity LLC | 1.98% | 41,026 | $3.1M |
| 4 | Ariel Investments, LLC | 1.54% | 2,060,966 | $154.6M |
| 5 | Aristotle Capital Boston, LLC | 1.46% | 289,624 | $21.7M |
| 6 | Dean Capital Management | 1.22% | 44,968 | $3.4M |
| 7 | River Road Asset Management, LLC | 1.07% | 1,285,602 | $96.4M |
| 8 | Riverwater Partners LLC | 1.06% | 47,645 | $3.6M |
| 9 | Aurora Investment Counsel | 0.98% | 25,501 | $1.9M |
| 10 | Nierenberg Investment Management Company, LLC | 0.98% | 26,280 | $2.0M |
| 11 | Invenomic Capital Management LP | 0.97% | 216,217 | $16.2M |
| 12 | Beacon Investment Advisors LLC | 0.87% | 37,115 | $2.8M |
| 13 | Heartland Advisors Inc | 0.67% | 200,000 | $15.0M |
| 14 | Dean Investment Associates, LLC | 0.61% | 61,989 | $4.6M |
| 15 | Isthmus Partners, LLC | 0.48% | 65,951 | $4.9M |
| 16 | Phocas Financial Corp. | 0.45% | 43,030 | $3.2M |
| 17 | Skylands Capital, LLC | 0.44% | 47,625 | $3.6M |
| 18 | May Hill Capital, LLC | 0.35% | 22,388 | $1.7M |
| 19 | Boston Trust Walden Corp | 0.33% | 585,148 | $43.9M |
| 20 | Mizuho Markets Americas LLC | 0.33% | 282,214 | $21.2M |
| 21 | Fort Washington Investment Advisors Inc /Oh/ | 0.31% | 830,925 | $62.3M |
| 22 | Connors Investor Services Inc | 0.27% | 42,000 | $3.1M |
| 23 | Longaeva Partners L.P. | 0.27% | 163,822 | $12.3M |
| 24 | Silvercrest Asset Management Group LLC | 0.24% | 493,796 | $37.0M |
| 25 | Cardinal Capital Management | 0.23% | 24,817 | $1.9M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|