How Institutional Funds Moved on HEI

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

FundChangeQuarter
Navera Investment Management Ltd. Navera Investment Management Ltd. opened a new position worth $66,406,692. 2026-06-30
NORGES BANK NORGES BANK opened a new position worth $9,670,915. 2026-06-30
XN LP XN LP opened a new position worth $122,653,227. 2026-06-30
Ilex Capital Partners (UK) LLP Ilex Capital Partners (UK) LLP opened a new position worth $72,148,065. 2026-06-30
PANAGORA ASSET MANAGEMENT INC PANAGORA ASSET MANAGEMENT INC increased this position by 136% ($56,691,673 -> $133,635,720). 2026-06-30
BLAIR WILLIAM & CO/IL BLAIR WILLIAM & CO/IL increased this position by 38% ($92,350,261 -> $127,396,255). 2026-06-30
GEODE CAPITAL MANAGEMENT, LLC GEODE CAPITAL MANAGEMENT, LLC increased this position by 28% ($186,783,369 -> $238,365,771). 2026-06-30
Capital International Investors Capital International Investors increased this position by 41% ($729,875,529 -> $1,028,673,482). 2026-06-30

Which Funds Hold HEI

Largest reported positions as of 2026-06-30.

FundValueShares
PRINCIPAL FINANCIAL GROUP INC $1,880,000,302 7,289,366
VANGUARD CAPITAL MANAGEMENT LLC $1,058,228,974 4,103,094
Capital International Investors $1,028,673,482 2,888,020
VANGUARD PORTFOLIO MANAGEMENT LLC $1,021,121,656 3,959,217
FMR LLC $761,620,427 2,953,047
Capital World Investors $594,538,457 1,669,161
STATE OF WISCONSIN INVESTMENT BOARD $546,280,976 2,118,107
NORGES BANK $355,114,732 1,376,894
Local Pensions Partnership Investment Ltd $320,443,880 1,242,970
GEODE CAPITAL MANAGEMENT, LLC $238,365,771 671,426

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

Renaissance Technologies LLC: 13F Portfolio Moves Tracked Quarterly

Summary of Renaissance Technologies LLC portfolio increases for the quarter ending 2026-06-30, highlighting positions like Intel, AutoZone, McKesson, and Five Below.

Quarter Ending 2026-06-30 During the quarter ending 2026-06-30, Renaissance Technologies LLC filed a 13F showing broad-based increases across a wide range of existing holdings, with no reductions listed among the disclosed moves. The most dramatic percentage changes came from smaller starting positions that were scaled up substantially, including Five Below Inc (FIVE), up 16855% to … Read more