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HHH Holdings Changes image
This page summarizes the HHH 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 HHH 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 HHH Share Count
Quent Capital LLC 135 2,006 +1,871 +1385.93%
Candriam Luxembourg S.C.A. 41,172 80,978 +39,806 +96.68%
KBC Group NV 442 835 +393 +88.91%
Headlands Technologies LLC 73 134 +61 +83.56%
Karpas Strategies LLC 20,104 32,220 +12,116 +60.27%
Allworth Financial LP 4 6 +2 +50.00%
Parallel Advisors LLC 176 249 +73 +41.48%
JFS Wealth Advisors LLC 32 41 +9 +28.12%
Summit Trail Advisors LLC 4,802 5,839 +1,037 +21.60%
SJS Investment Consulting Inc. 10 12 +2 +20.00%
Mesirow Institutional Investment Management Inc. 135,508 156,899 +21,391 +15.79%
Russell Investments Group Ltd. 334,019 383,122 +49,103 +14.70%
ACR Alpine Capital Research LLC 24,496 27,479 +2,983 +12.18%
DiNuzzo Private Wealth Inc. 9 10 +1 +11.11%
Carmel Capital Partners LLC 4,375 4,841 +466 +10.65%
Sei Investments Co. 44,367 47,254 +2,887 +6.51%
Beech Hill Advisors Inc. 6,300 6,650 +350 +5.56%
Amalgamated Bank 4,764 4,921 +157 +3.30%
Boyar Asset Management Inc. 6,119 6,234 +115 +1.88%
LDR Capital Management LLC 17,170 17,491 +321 +1.87%
Jennison Associates LLC 176,637 179,040 +2,403 +1.36%
State of New Jersey Common Pension Fund D 245,687 247,927 +2,240 +0.91%
Beach Investment Counsel Inc. PA 153,239 153,487 +248 +0.16%
Pinnacle Financial Partners Inc. 29,600 29,632 +32 +0.11%
13F Filers Reporting New Positions In HHH
Proequities Inc. 0 0 UNCH 100%
CKW Financial Group 0 0 UNCH 100%
Fifth Third Bancorp 0 519 +519 +100%
Huntington National Bank 0 101 +101 +100%
MAI Capital Management 0 23,436 +23,436 +100%
Raymond James & Associates 0 10,726 +10,726 +100%
Massmutual Trust Co. FSB ADV 0 36 +36 +100%
SG Americas Securities LLC 0 34,704 +34,704 +100%
Janney Montgomery Scott LLC 0 4,044 +4,044 +100%
Nelson Van Denburg & Campbell Wealth Management Group LLC 0 11 +11 +100%
First PREMIER Bank 0 286 +286 +100%
Simon Quick Advisors LLC 0 3,828 +3,828 +100%
FORA Capital LLC 0 6,290 +6,290 +100%
Fidelis Capital Partners LLC 0 353 +353 +100%
Entropy Technologies LP 0 5,332 +5,332 +100%
nVerses Capital LLC 0 200 +200 +100%
13F Filers With Unchanged Share Count
Montag A & Associates Inc. 3,500 3,500 UNCH 0.00%
UMB Bank N A MO 32 32 UNCH 0.00%
Nisa Investment Advisors LLC 983 983 UNCH 0.00%
WASHINGTON TRUST Co 79 79 UNCH 0.00%
Independent Investors Inc. 29,012 29,012 UNCH 0.00%
Trust Co. of Vermont 50 50 UNCH 0.00%
Whittier Trust Co. 33 33 UNCH 0.00%
Regions Financial Corp 2,991 2,991 UNCH 0.00%
Hills Bank & Trust Co 4,421 4,421 UNCH 0.00%
North Star Investment Management Corp. 51 51 UNCH 0.00%
Choate Investment Advisors 4,600 4,600 UNCH 0.00%
Signaturefd LLC 206 206 UNCH 0.00%
CWM LLC 73 73 UNCH 0.00%
First Horizon Advisors Inc. 125 125 UNCH 0.00%
MV Capital Management Inc. 1 1 UNCH 0.00%
SeaCrest Wealth Management LLC 8,700 8,700 UNCH 0.00%
Costello Asset Management INC 329 329 UNCH 0.00%
Lindbrook Capital LLC 199 199 UNCH 0.00%
Avion Wealth 96 96 UNCH 0.00%
Cornerstone Planning Group LLC 52 52 UNCH 0.00%
Naples Money Management LLC 40 40 UNCH 0.00%
Sachetta LLC 19 19 UNCH 0.00%
Fairman Group LLC 10 10 UNCH 0.00%
13F Filers Decreasing HHH Share Count
Baillie Gifford & Co. 2,470,497 3,215 -2,467,282 -99.87%
Bogart Wealth LLC 20 4 -16 -80.00%
Susquehanna International Group LLP 17,265 5,429 -11,836 -68.55%
Roundview Capital LLC 11,931 4,140 -7,791 -65.30%
US Bancorp DE 2,302 1,090 -1,212 -52.65%
SeaBridge Investment Advisors LLC 18,795 9,051 -9,744 -51.84%
Private Trust Co. NA 74 43 -31 -41.89%
Bailard Inc. 4,500 3,100 -1,400 -31.11%
M&T Bank Corp 7,037 4,936 -2,101 -29.86%
Capital Advisors Ltd. LLC 4 3 -1 -25.00%
Schechter Investment Advisors LLC 5,391 4,044 -1,347 -24.99%
New York State Common Retirement Fund 24,993 20,187 -4,806 -19.23%
Zurcher Kantonalbank Zurich Cantonalbank 8,205 6,631 -1,574 -19.18%
GAMMA Investing LLC 115 98 -17 -14.78%
Bank of New York Mellon Corp 115,229 101,805 -13,424 -11.65%
Arizona State Retirement System 9,805 8,946 -859 -8.76%
Swiss National Bank 69,200 64,200 -5,000 -7.23%
Parkside Financial Bank & Trust 61 57 -4 -6.56%
California Public Employees Retirement System 69,940 65,778 -4,162 -5.95%
Commerce Bank 5,502 5,273 -229 -4.16%
Glassman Wealth Services 272 262 -10 -3.68%
Victory Capital Management Inc. 214,982 208,186 -6,796 -3.16%
Norman Fields Gottscho Capital Management LLC 11,890 11,565 -325 -2.73%
Principal Financial Group Inc. 1,512,900 1,484,410 -28,490 -1.88%
New South Capital Management Inc. 616,422 606,591 -9,831 -1.59%
River Road Asset Management LLC 59,099 58,493 -606 -1.03%
Menlo Advisors LLC 15,456 15,386 -70 -0.45%
Bernzott Capital Advisors 105,386 105,009 -377 -0.36%
HighTower Advisors LLC 10,566 10,529 -37 -0.35%
Motley Fool Wealth Management LLC 200,809 200,298 -511 -0.25%
13F Filers Exiting HHH
Planning Capital Management Corp 6 0 -6 -100.00%
Sapient Capital LLC 2,637 0 -2,637 -100.00%
Ronald Blue Trust Inc. 17 0 -17 -100.00%
International Assets Investment Management LLC 513 0 -513 -100.00%
Maryland State Retirement & Pension System 2,569 0 -2,569 -100.00%
Oak Thistle LLC 2,442 0 -2,442 -100.00%
Global Retirement Partners LLC 38 0 -38 -100.00%
Harbor Advisors LLC 2,613 0 -2,613 -100.00%
Financial Enhancement Group LLC 14,902 0 -14,902 -100.00%
Sendero Wealth Management LLC 2,490 0 -2,490 -100.00%
Motley Fool Asset Management LLC 8,507 0 -8,507 -100.00%
Sumitomo Mitsui DS Asset Management Company Ltd 271,670 0 -271,670 -100.00%
AdvisorNet Financial Inc 16 0 -16 -100.00%
Mad River Investors 3,000 0 -3,000 -100.00%
Oppenheimer Asset Management Inc. 2,949 0 -2,949 -100.00%
State Board of Administration of Florida Retirement System 40,438 0 -40,438 -100.00%

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

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