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H Holdings Changes image
This page summarizes the H 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 H 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).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing H Share Count
CWM LLC 839 7,230 +6,391 +761.74%
GAMMA Investing LLC 460 652 +192 +41.74%
Massmutual Trust Co. FSB ADV 28 38 +10 +35.71%
Gulf International Bank UK Ltd 5,057 5,309 +252 +4.98%
Procyon Private Wealth Partners LLC 2,627 2,690 +63 +2.40%
13F Filers Reporting New Positions In H
ST Germain D J Co. Inc. 0 22 +22 +100%
Thompson Investment Management Inc. 0 7 +7 +100%
AdvisorNet Financial Inc 0 5 +5 +100%
Northwest Investment Counselors LLC 0 109 +109 +100%
DNB Asset Management AS 0 6,373 +6,373 +100%
Harbor Investment Advisory LLC 0 12 +12 +100%
Riverview Trust Co 0 170 +170 +100%
First PREMIER Bank 0 6 +6 +100%
Rise Advisors LLC 0 147 +147 +100%
Emprise Bank 0 1,998 +1,998 +100%
13F Filers With Unchanged Share Count
Factory Mutual Insurance Co. 190,548 190,548 UNCH 0.00%
JJJ Advisors Inc. 279 279 UNCH 0.00%
13F Filers Decreasing H Share Count
Aurora Investment Managers LLC. 16,469 12,278 -4,191 -25.45%
Fulton Bank N.A. 1,810 1,719 -91 -5.03%
Park Avenue Securities LLC 3,626 3,620 -6 -0.17%
Red Spruce Capital LLC 13,912 13,902 -10 -0.07%
13F Filers Exiting H
International Assets Investment Management LLC 10,433 0 -10,433 -100.00%
Wealth Enhancement Advisory Services LLC 1,640 0 -1,640 -100.00%

See Summary: Institutional Holders of H
See Details: Top 10 Hedge Funds Holding H
Also See: H Insider Buying

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