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HYGH Holdings Changes image
This page summarizes the HYGH holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether HYGH 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).
Filer9/30/2023
 Share Count 
12/31/2023
 Share Count 
Change% Change
13F Filers Increasing HYGH Share Count
FMR LLC 107 152 +45 +42.06%
Cambridge Investment Research Advisors Inc. 32,578 46,150 +13,572 +41.66%
UBS Group AG 4,871 6,218 +1,347 +27.65%
Envestnet Asset Management Inc. 10,085 11,332 +1,247 +12.36%
Buckingham Strategic Partners 8,366 9,390 +1,024 +12.24%
KFG Wealth Management LLC 52,427 58,015 +5,588 +10.66%
Townsquare Capital LLC 58,609 62,972 +4,363 +7.44%
Bank of America Corp DE 62,643 66,627 +3,984 +6.36%
Sound Income Strategies LLC 52,845 55,262 +2,417 +4.57%
Dfpg Investments LLC 59,727 61,690 +1,963 +3.29%
Sunbelt Securities Inc. 101 104 +3 +2.97%
13F Filers Reporting New Positions In HYGH
Proequities Inc. 0 0 UNCH 100%
Creative Financial Designs Inc. ADV 0 120 +120 +100%
Focus Financial Network Inc. ADV 0 22,628 +22,628 +100%
Deutsche Bank AG 0 20,885 +20,885 +100%
Empowered Funds LLC 0 44,700 +44,700 +100%
Toroso Investments LLC 0 69,791 +69,791 +100%
River & Mercantile LLC 0 663,259 +663,259 +100%
Sharkey Howes & Javer 0 17,004 +17,004 +100%
Capital Asset Advisory Services LLC 0 11,500 +11,500 +100%
Ronald Blue Trust Inc. 0 10 +10 +100%
Eagle Strategies LLC 0 2,596 +2,596 +100%
Axxcess Wealth Management LLC 0 11,500 +11,500 +100%
Atria Wealth Solutions Inc. 0 2,573 +2,573 +100%
Trademark Financial Management LLC 0 3,925 +3,925 +100%
Able Wealth Management LLC 0 201 +201 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
NBC Securities Inc. 275 275 UNCH 0.00%
Harbour Investments Inc. 182 182 UNCH 0.00%
Rathbone Brothers plc 2,994 2,994 UNCH 0.00%
CWM LLC 1 1 UNCH 0.00%
GWM Advisors LLC 4,850 4,850 UNCH 0.00%
IFP Advisors Inc 8,014 8,014 UNCH 0.00%
Global Retirement Partners LLC 228 228 UNCH 0.00%
13F Filers Decreasing HYGH Share Count
Jane Street Group LLC 146,865 26,841 -120,024 -81.72%
Wells Fargo & Company MN 1,748 631 -1,117 -63.90%
Royal Bank of Canada 3,161 1,347 -1,814 -57.39%
Assetmark Inc. 14 7 -7 -50.00%
Advisor Group Holdings Inc. 51,352 29,527 -21,825 -42.50%
Cetera Advisor Networks LLC 8,481 6,019 -2,462 -29.03%
Princeton Global Asset Management LLC 297 225 -72 -24.24%
BOS Asset Management LLC 7,789 5,992 -1,797 -23.07%
Advisory Alpha LLC 3,113 2,580 -533 -17.12%
MinichMacGregor Wealth Management LLC 91,558 79,631 -11,927 -13.03%
LPL Financial LLC 52,821 46,141 -6,680 -12.65%
Vista Investment Management 5,414 5,102 -312 -5.76%
Morgan Stanley 720 688 -32 -4.44%
PFG Advisors 7,100 6,947 -153 -2.15%
MML Investors Services LLC 6,326 6,247 -79 -1.25%
13F Filers Exiting HYGH
AlphaQ Advisors LLC 5,640 0 -5,640 -100.00%
Worth Asset Management LLC 4,209 0 -4,209 -100.00%
Robertson Stephens Wealth Management LLC 52,124 0 -52,124 -100.00%
Synergy Financial Management LLC 2,816 0 -2,816 -100.00%
Merriman Wealth Management LLC 10,176 0 -10,176 -100.00%
BlackRock Inc. 4,406 0 -4,406 -100.00%
Bank of Montreal Can 11,766 0 -11,766 -100.00%
Wintrust Investments LLC 4,631 0 -4,631 -100.00%

See Summary: Institutional Holders of HYGH
See Details: Top 10 Hedge Funds Holding HYGH

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