HALO Insider Trading Activity

Transactions disclosed by company insiders to the SEC on Form 4, most recent first.

InsiderRoleDateSharesValue
Connaughton Bernadette Director 2026-08-10 1,626 $167,153

How Institutional Funds Moved on HALO

Position changes disclosed in SEC Form 13F filings. These report a quarterly snapshot, not exact trade dates.

FundChangeQuarter
NORGES BANK NORGES BANK opened a new position worth $116,125,129. 2026-06-30
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC increased this position by 20% ($163,253,764 -> $196,539,884). 2026-06-30
SNYDER CAPITAL MANAGEMENT L P SNYDER CAPITAL MANAGEMENT L P increased this position by 25% ($150,140,467 -> $187,542,825). 2026-06-30
LOS ANGELES CAPITAL MANAGEMENT LLC LOS ANGELES CAPITAL MANAGEMENT LLC increased this position by 240% ($44,589,205 -> $151,690,000). 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC VANGUARD CAPITAL MANAGEMENT LLC increased this position by 23% ($340,678,819 -> $418,847,190). 2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC VANGUARD PORTFOLIO MANAGEMENT LLC increased this position by 22% ($339,256,184 -> $414,753,356). 2026-06-30
ROYAL LONDON ASSET MANAGEMENT LTD ROYAL LONDON ASSET MANAGEMENT LTD increased this position by 54% ($92,286,539 -> $141,732,491). 2026-06-30
CITADEL ADVISORS LLC CITADEL ADVISORS LLC increased this position by 225% ($6,971,638 -> $22,627,074). 2026-06-30

Which Funds Hold HALO

Largest reported positions as of 2026-06-30.

FundValueShares
VANGUARD CAPITAL MANAGEMENT LLC $418,847,190 5,351,312
VANGUARD PORTFOLIO MANAGEMENT LLC $414,753,356 5,299,008
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $196,539,884 2,511,050
SNYDER CAPITAL MANAGEMENT L P $187,542,825 2,396,101
GEODE CAPITAL MANAGEMENT, LLC $161,871,438 2,067,539
LOS ANGELES CAPITAL MANAGEMENT LLC $151,690,000 1,938,035
DIMENSIONAL FUND ADVISORS LP $149,867,562 1,914,752
BANK OF AMERICA CORP /DE/ $141,963,308 1,813,764
ROYAL LONDON ASSET MANAGEMENT LTD $141,732,491 1,810,815
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $133,420,842 1,704,623

Data compiled from public SEC filings. This is informational reporting, not investment advice.

Epoch Investment Partners, Inc.: 13F Portfolio Moves Tracked Quarterly

Table illustrating Epoch Investment Partners Inc quarterly 13F portfolio changes for the quarter ending 2026-03-31

This page follows Epoch Investment Partners, Inc.’s portfolio moves, tracked quarter by quarter through its SEC Form 13F filings. Each update below reflects the fund’s reported equity holdings as of a quarter-end snapshot, giving a running record of where the firm has been adding, trimming, or starting new stakes over time. Because 13F filings only … Read more

William Blair Investment Management, LLC: 13F Portfolio Moves Tracked

Summary of William Blair Investment Management LLC portfolio changes for the quarter ending 2026-03-31, including a new Birkenstock position and increased stakes in Gold Fields, Millicom, Sterling Infrastructure, and TotalEnergies.

Quarter Ending 2026-03-31 During the quarter ending 2026-03-31, William Blair Investment Management, LLC made notable adjustments across its equity portfolio, with a clear tilt toward adding to existing positions rather than establishing new ones. The most significant new commitment was a fresh stake in Birkenstock Holding PLC (BIRK), valued at $92,276,654. Several holdings saw dramatic … Read more