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On this page, we present all of the funds holding HYI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding HYI, with a link to that fund's top holdings. The next columns
indicate the amount of HYI stock held by each of the funds holding HYI, followed by the HYI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 58 funds holding HYI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc.
(or by any of the other funds holding HYI), click the fund name in the "Holder" column of the funds-holding-HYI table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Punch & Associates Investment Management Inc. | | $11,005,473 | 12/31/2023 | Call | 909,386 | $10,994,479 | 12/31/2023 | HYI | 909,386 | $10,994 | 12/31/2023 | Sit Investment Associates Inc. | 1,781,675 | $21,540 | 12/31/2023 | HYI | 1,781,675 | $21,540 | 12/31/2023 | Bramshill Investments LLC | 943,669 | $11,409 | 12/31/2023 | HYI | 943,669 | $11,409 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 496,782 | $6,006 | 12/31/2023 | HYI | 496,782 | $6,006 | 12/31/2023 | Morgan Stanley | 409,159 | $4,947 | 12/31/2023 | HYI | 409,159 | $4,947 | 12/31/2023 | Guggenheim Capital LLC | 358,764 | $4,337 | 12/31/2023 | HYI | 358,764 | $4,337 | 12/31/2023 | Uncommon Cents Investing LLC | 304,855 | $3,646 | 03/31/2024 | HYI | 304,855 | $3,646 | 03/31/2024 | Wells Fargo & Company MN | 298,282 | $3,606 | 12/31/2023 | HYI | 298,282 | $3,606 | 12/31/2023 | City of London Investment Management Co. Ltd. | 227,736 | $2,753 | 12/31/2023 | HYI | 227,736 | $2,753 | 12/31/2023 | Private Management Group Inc. | 142,310 | $1,721 | 12/31/2023 | HYI | 142,310 | $1,721 | 12/31/2023 | Cohen & Steers Inc. | 138,478 | $1,674 | 12/31/2023 | HYI | 138,478 | $1,674 | 12/31/2023 | Capital Investment Advisors LLC | 138,201 | $1,653 | 03/31/2024 | HYI | 138,201 | $1,653 | 03/31/2024 | 1607 Capital Partners LLC | 135,571 | $1,639 | 12/31/2023 | HYI | 135,571 | $1,639 | 12/31/2023 | Hara Capital LLC | 121,485 | $1,469 | 12/31/2023 | HYI | 121,485 | $1,469 | 12/31/2023 | Raymond James & Associates | 117,468 | $1,420 | 12/31/2023 | HYI | 117,468 | $1,420 | 12/31/2023 | TFB Advisors LLC | 93,707 | $1,133 | 12/31/2023 | HYI | 93,707 | $1,133 | 12/31/2023 | Camelot Portfolios LLC | 92,036 | $1,113 | 12/31/2023 | HYI | 92,036 | $1,113 | 12/31/2023 | E&G Advisors LP | 87,252 | $1,044 | 03/31/2024 | HYI | 87,252 | $1,044 | 03/31/2024 | Shaker Financial Services LLC | 81,934 | $991 | 12/31/2023 | HYI | 81,934 | $991 | 12/31/2023 | Steward Partners Investment Advisory LLC | 66,894 | $809 | 12/31/2023 | HYI | 66,894 | $809 | 12/31/2023 | Bank of America Corp DE | 64,034 | $774 | 12/31/2023 | HYI | 64,034 | $774 | 12/31/2023 | Stifel Financial Corp | 61,312 | $741 | 12/31/2023 | HYI | 61,312 | $741 | 12/31/2023 | Advisor Group Holdings Inc. | 54,559 | $660 | 12/31/2023 | HYI | 54,559 | $660 | 12/31/2023 | Relative Value Partners Group LLC | 53,862 | $651 | 12/31/2023 | HYI | 53,862 | $651 | 12/31/2023 | UBS Group AG | 39,394 | $476 | 12/31/2023 | HYI | 39,394 | $476 | 12/31/2023 | Consolidated Portfolio Review Corp | 37,593 | $454 | 12/31/2023 | HYI | 37,593 | $454 | 12/31/2023 | Gilman Hill Asset Management LLC | 33,175 | $397 | 03/31/2024 | HYI | 33,175 | $397 | 03/31/2024 | Landscape Capital Management L.L.C. | 31,534 | $381 | 12/31/2023 | HYI | 31,534 | $381 | 12/31/2023 | LPL Financial LLC | 30,744 | $372 | 12/31/2023 | HYI | 30,744 | $372 | 12/31/2023 | SFI Advisors LLC | 24,535 | $297 | 12/31/2023 | HYI | 24,535 | $297 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 19,316 | $234 | 12/31/2023 | HYI | 19,316 | $234 | 12/31/2023 | RVW Wealth LLC | 19,500 | $233 | 03/31/2024 | HYI | 19,500 | $233 | 03/31/2024 | Sonora Investment Management Group LLC | 18,390 | $222 | 12/31/2023 | HYI | 18,390 | $222 | 12/31/2023 | Concurrent Investment Advisors LLC | 17,426 | $211 | 12/31/2023 | HYI | 17,426 | $211 | 12/31/2023 | Stonebrook Private Inc. | 12,759 | $154 | 12/31/2023 | HYI | 12,759 | $154 | 12/31/2023 | GeoWealth Management LLC | 12,302 | $149 | 12/31/2023 | HYI | 12,302 | $149 | 12/31/2023 | Catalytic Wealth RIA LLC | 12,302 | $149 | 12/31/2023 | HYI | 12,302 | $149 | 12/31/2023 | Commonwealth Equity Services LLC | 12,140 | $147 | 12/31/2023 | HYI | 12,140 | $147 | 12/31/2023 | Evergreen Capital Management LLC | 11,375 | $138 | 12/31/2023 | HYI | 11,375 | $138 | 12/31/2023 | International Assets Investment Management LLC | 11,553 | $137 | 03/31/2024 | HYI | 11,553 | $137 | 03/31/2024 | Sheaff Brock Investment Advisors LLC | 11,000 | $133 | 12/31/2023 | HYI | 11,000 | $133 | 12/31/2023 | Cetera Advisor Networks LLC | 10,862 | $131 | 12/31/2023 | HYI | 10,862 | $131 | 12/31/2023 | Janney Montgomery Scott LLC | 10,320 | $125 | 12/31/2023 | HYI | 10,320 | $125 | 12/31/2023 | Future Financial Wealth Managment LLC | 6,900 | $83 | 03/31/2024 | HYI | 6,900 | $83 | 03/31/2024 | Comerica Bank | 6,055 | $73 | 12/31/2023 | HYI | 6,055 | $73 | 12/31/2023 | Royal Bank of Canada | 5,698 | $69 | 12/31/2023 | HYI | 5,698 | $69 | 12/31/2023 | Coppell Advisory Solutions LLC | 3,337 | $40 | 12/31/2023 | HYI | 3,337 | $40 | 12/31/2023 | Rockbridge Investment Management LCC | 3,040 | $37 | 12/31/2023 | HYI | 3,040 | $37 | 12/31/2023 | Private Trust Co. NA | 2,559 | $31 | 12/31/2023 | HYI | 2,559 | $31 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 2,043 | $25 | 12/31/2023 | HYI | 2,043 | $25 | 12/31/2023 | SJS Investment Consulting Inc. | 1,530 | $18 | 03/31/2024 | HYI | 1,530 | $18 | 03/31/2024 | Harbour Investments Inc. | 1,194 | $14 | 12/31/2023 | HYI | 1,194 | $14 | 12/31/2023 | GPS Wealth Strategies Group LLC | 1,116 | $13 | 12/31/2023 | HYI | 1,116 | $13 | 12/31/2023 | The PNC Financial Services Group Inc. | 500 | $6 | 12/31/2023 | HYI | 500 | $6 | 12/31/2023 | GWM Advisors LLC | 454 | $5 | 12/31/2023 | HYI | 454 | $5 | 12/31/2023 | CWM LLC | 159 | $2 | 03/31/2024 | HYI | 159 | $2 | 03/31/2024 | Gradient Investments LLC | 193 | $2 | 12/31/2023 | HYI | 193 | $2 | 12/31/2023 | Focused Wealth Management Inc | 100 | $1 | 12/31/2023 | HYI | 100 | $1 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | HYI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of HYI
See Details: Top 10 Hedge Funds Holding HYI
Also See: HYI Insider Buying
Also See: HYI Holdings Changes
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