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This page summarizes the HLMN holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HLMN is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HLMN Share Count |
|---|
| Allworth Financial LP |
14 |
2,934 |
+2,920 |
+20857.14% |
| Huntington National Bank |
108 |
6,538 |
+6,430 |
+5953.70% |
| CWM LLC |
104 |
785 |
+681 |
+654.81% |
| Principal Financial Group Inc. |
24,652 |
100,544 |
+75,892 |
+307.85% |
| Parkside Financial Bank & Trust |
305 |
851 |
+546 |
+179.02% |
| Janney Montgomery Scott LLC |
34,134 |
44,170 |
+10,036 |
+29.40% |
| DAVENPORT & Co LLC |
149,129 |
191,164 |
+42,035 |
+28.19% |
| Capstone Investment Advisors LLC |
17,394 |
21,398 |
+4,004 |
+23.02% |
| Fifth Third Bancorp |
3,166 |
3,506 |
+340 |
+10.74% |
| Bernzott Capital Advisors |
775,484 |
838,614 |
+63,130 |
+8.14% |
| Raymond James & Associates |
516,858 |
545,601 |
+28,743 |
+5.56% |
| Nisa Investment Advisors LLC |
3,817 |
4,023 |
+206 |
+5.40% |
| Raymond James Trust N.A. |
19,206 |
19,875 |
+669 |
+3.48% |
| Reinhart Partners Inc. |
6,717,618 |
6,920,005 |
+202,387 |
+3.01% |
| HighTower Advisors LLC |
137,435 |
139,417 |
+1,982 |
+1.44% |
| Conestoga Capital Advisors LLC |
9,180,793 |
9,289,913 |
+109,120 |
+1.19% |
| WCM Investment Management LLC |
3,222,733 |
3,245,912 |
+23,179 |
+0.72% |
| Natixis Advisors L.P. |
2,511,987 |
2,515,260 |
+3,273 |
+0.13% |
| Leith Wheeler Investment Counsel Ltd. |
711,087 |
711,687 |
+600 |
+0.08% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
112,636 |
112,671 |
+35 |
+0.03% |
| 13F Filers Reporting New Positions In HLMN |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Massmutual Trust Co. FSB ADV |
0 |
36 |
+36 |
+100% |
| SG Americas Securities LLC |
0 |
14,359 |
+14,359 |
+100% |
| Benjamin F. Edwards & Company Inc. |
0 |
4,306 |
+4,306 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
13,146 |
+13,146 |
+100% |
| Envestnet Portfolio Solutions Inc. |
0 |
13,482 |
+13,482 |
+100% |
| Hilltop National Bank |
0 |
7,999 |
+7,999 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Kornitzer Capital Management Inc. KS |
160,000 |
160,000 |
UNCH |
0.00% |
| Whittier Trust Co. of Nevada Inc. |
893 |
893 |
UNCH |
0.00% |
| Private Trust Co. NA |
905 |
905 |
UNCH |
0.00% |
| Global Retirement Partners LLC |
1,142 |
1,142 |
UNCH |
0.00% |
| SYSTM Wealth Solutions LLC |
13,511 |
13,511 |
UNCH |
0.00% |
| Wetzel Investment Advisors Inc. |
90 |
90 |
UNCH |
0.00% |
| 13F Filers Decreasing HLMN Share Count |
|---|
| Amalgamated Bank |
17,356 |
6,666 |
-10,690 |
-61.59% |
| Skylands Capital LLC |
217,450 |
132,350 |
-85,100 |
-39.14% |
| Mirae Asset Global Investments Co. Ltd. |
87,900 |
55,672 |
-32,228 |
-36.66% |
| Mesirow Financial Investment Management Inc. |
43,511 |
33,462 |
-10,049 |
-23.10% |
| Zurcher Kantonalbank Zurich Cantonalbank |
48,327 |
39,817 |
-8,510 |
-17.61% |
| State of New Jersey Common Pension Fund D |
348,539 |
288,924 |
-59,615 |
-17.10% |
| Allspring Global Investments Holdings LLC |
2,969,943 |
2,728,148 |
-241,795 |
-8.14% |
| Quantbot Technologies LP |
29,140 |
27,180 |
-1,960 |
-6.73% |
| Bank of New York Mellon Corp |
786,898 |
735,548 |
-51,350 |
-6.53% |
| MCF Advisors LLC |
278,980 |
262,498 |
-16,482 |
-5.91% |
| Raymond James Financial Services Advisors Inc. |
13,752 |
13,081 |
-671 |
-4.88% |
| GAMMA Investing LLC |
1,230 |
1,207 |
-23 |
-1.87% |
| Victory Capital Management Inc. |
62,124 |
61,545 |
-579 |
-0.93% |
| 13F Filers Exiting HLMN |
|---|
| Advisory Services Network LLC |
5,944 |
0 |
-5,944 |
-100.00% |
| GSA Capital Partners LLP |
14,650 |
0 |
-14,650 |
-100.00% |
See Summary: Institutional Holders of HLMN
See Details: Top 10 Hedge Funds Holding HLMN
Also See: HLMN Insider Buying
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