Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Hni Corp (HNI)

275 + Investors. Track Smart Money conviction in HNI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -21
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — HNI

Based on 278 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HNI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
278 funds currently hold this stock — 93% of the 3.0-year high of 299 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+33 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

153 buying159 selling
Last quarter: 159 funds reduced or exited vs 153 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-17 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 64 → 64 → 47. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 17% medium ■ 26% new
159 out of 278 hedge funds have held HNI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +2%, value -20%

Value
-19%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

51 → 35 → 64 → 64 → 47 new funds/Q
New funds entering each quarter: 35 → 64 → 64 → 47. A growing number of institutions are discovering HNI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 28% newcomers

■ 62% veterans ■ 11% 1-2yr ■ 28% new
Entry-cohort mix of 278 holders: 171 (62%) are 2+ year veterans, 30 entered 1–2 years ago, and 77 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
50 of 278 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HNI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HNI

In 2026 Q1, 153 hedge funds were net buyers of HNI (47 opened a new position, 106 added to an existing one), while 159 reduced or exited (91 trimmed, 68 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in HNI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -21 funds (more exits than new entries). Total institutional holders: 278.

Hedge Fund Ownership: HNI

How many hedge funds hold HNI — quarterly history vs. share price
Quarterly hedge fund ownership of HNI vs. share price

Market Analysis: HNI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HNI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Hni Corp (HNI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HNI has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
HNI
nan%
XLY
nan%

HNI outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
HNI
nan%
XLY
nan%

Since the filing became public, HNI outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

20 top-rated funds 2 high-conviction
Consensus
5.7
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: HNI
275 + Investors

Track Smart Money conviction in HNI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 275 299 -8.03%
13F Shares 60M 58M 1.85%
Total Value $1.97B $2.45B -19.69%
New Positions 45 64 -19
Increased Positions 105 153 -48
Closed Positions 69 40 +29
Reduced Positions 91 63 +28
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: HNI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

275 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HNI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HNI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Brightlight Capital Management LP 8.66% 262,900 $8.8M
2 Medina Value Partners, LLC 3.37% 482,343 $16.1M
3 Pillsbury Lake Capital LLC 3.34% 221,201 $7.4M
4 Trask Adam Roland 3.11% 98,524 $3.3M
5 Lone Peak Global Investors LLC 3.05% 547,715 $18.3M
6 Systematic Financial Management LP 0.44% 571,995 $19.1M
7 Cooke & Bieler LP 0.36% 966,047 $32.3M
8 Aster Capital Management (DIFC) Ltd 0.23% 16,014 $710K
9 Grace & White Inc /Ny 0.23% 38,855 $1.3M
10 Prelude Capital Management, LLC 0.18% 69,608 $2.3M
11 Wealthspan Partners, LLC 0.18% 15,059 $503K
12 Atom Investors LP 0.16% 66,075 $2.2M
13 Twinbeech Capital LP 0.15% 42,200 $1.4M
14 iSAM Funds (UK) Ltd 0.13% 7,827 $261K
15 Verity Asset Management, Inc. 0.12% 8,640 $288K
16 Crawford Investment Counsel Inc 0.12% 210,830 $7.0M
17 Campbell & CO Investment Adviser LLC 0.12% 61,660 $2.1M
18 Oxford Financial Group, LTD. LLC 0.11% 63,315 $2.1M
19 Polaris Capital Management, LLC 0.11% 39,400 $1.3M
20 Fifth Third Bancorp 0.10% 1,577,938 $52.7M
21 State Farm Mutual Automobile Insurance Co 0.08% 2,924,923 $97.7M
22 Douglas Lane & Associates, LLC 0.07% 142,386 $4.8M
23 Truvestments Capital LLC 0.05% 8,646 $289K
24 Aquatic Capital Management LLC 0.05% 51,743 $1.7M
25 Beacon Capital Management, LLC 0.05% 7,782 $260K
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

Frequently Asked Questions — Hni Corp (HNI)

What does the Smart Money Trend signal show for HNI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HNI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HNI?

More sellers than buyers — 49% buying: Last quarter: 159 funds reduced or exited vs 153 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for HNI holders?

Elite ownership — 51% AUM from top-100 funds: 50 of 278 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in HNI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HNI?

57% of holders stayed for 2+ years: 159 out of 278 hedge funds have held HNI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Hni Corp (HNI) following the 2026 Q1 hedge fund 13F filings?

As of today, HNI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), HNI has gained nan% vs nan% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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