HRZN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -19.2% ·
aandelenstroom -29.0% ·
netto nieuwe posities -20.0%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 125 | $576 | n/a | n/a |
| Q2 2026 | 39 | +19 | 3.91M | $18.50M | +20 | −1 |
| Q1 2026 | 21 | -5 | 1.42M | $5.98M | +2 | −7 |
| Q4 2025 | 26 | -1 | 2.00M | $12.88M | +1 | −2 |
| Q3 2025 | 7 | +2 | 953.76K | $5.82M | +3 | −1 |
| Q2 2025 | 4 | 0 | 371.72K | $2.68M | +1 | −1 |
| Q1 2025 | 3 | -3 | 371.65K | $3.50M | n/a | −3 |
| Q4 2024 | 6 | +3 | 483.90K | $4.35M | +3 | n/a |
| Q3 2024 | 3 | +2 | 353.71K | $3.77M | +2 | n/a |
| Q2 2024 | 1 | n/a | 181.55K | $2.19M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Legal & General Group Plc | 328.65K | +7.1% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 179.49K | -37.7% | $755,639 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Marshall Wace ✦ | 171.78K | -39.1% | $723,186 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Two Sigma Investments ✦ | 150.18K | -71.1% | $632,254 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | UBS Group AG | 144.14K | +260.5% | $606,813 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Millennium Management ✦ | 75.97K | +557.7% | $319,825 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | IMC-Chicago, LLC | 61.80K | Nieuw | $260,157 | 0.0% | New | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 60.95K | -4.7% | $256,612 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 47.44K | -38.3% | $199,713 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | AQR Capital Management ✦ | 33.02K | -3.4% | $139,006 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 30.71K | -7.7% | $129,303 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Wells Fargo & Company/Mn | 27.68K | -7.7% | $116,551 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | LPL Financial LLC | 26.19K | -29.7% | $110,246 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 20.41K | +0.6% | $86,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 19.87K | -6.9% | $83,654 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 16.68K | -5.0% | $70,236 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 13.73K | -8.8% | $57,817 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | Simplex Trading, Llc | 6.93K | +206.7% | $29,179 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 2.70K | Nieuw | $11,363 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cwm, Llc | 25 | 0.0% | $105 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Danske Bank A/S | 8 | +100.0% | $34 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| IMC-Chicago, LLC | $260,157 | 0.0% |
| Fifth Third Bancorp | $11,363 | 0.0% |
Verlaten
| Jane Street Group, Llc | $530,770 | was 0.0% |
| Captrust Financial Advisors | $322,726 | was 0.0% |
| Financial Engines Advisors… | $139,346 | was 0.0% |
| Northern Trust Corp | $111,823 | was 0.0% |
| Susquehanna International… | $84,224 | was 0.0% |
| Hrt Financial Lp | $77,000 | was 0.0% |
| Citigroup Inc | $71 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 56 houders, 3.20M aandelen, $13.18M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.