HLLY Insider Trading Activity

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

InsiderRoleDateSharesValue
WEAVER JESSE Chief Financial Officer 2026-08-12 32,457 $102,889
Stevenson Matthew President and CEO 2026-08-12 56,800 $180,056

How Institutional Funds Moved on HLLY

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

FundChangeQuarter
RENAISSANCE TECHNOLOGIES LLC RENAISSANCE TECHNOLOGIES LLC reduced this position by 29% ($2,680,417 -> $1,905,870). 2026-06-30
Boston Partners Boston Partners reduced this position by 15% ($20,306,637 -> $17,343,609). 2026-06-30
Hillsdale Investment Management Inc. Hillsdale Investment Management Inc. reduced this position by 35% ($7,890,617 -> $5,154,471). 2026-06-30
AQR CAPITAL MANAGEMENT LLC AQR CAPITAL MANAGEMENT LLC reduced this position by 100% ($2,570,747 -> $2,224). 2026-06-30
MARSHALL WACE, LLP MARSHALL WACE, LLP reduced this position by 97% ($2,292,606 -> $59,979). 2026-06-30
MILLENNIUM MANAGEMENT LLC MILLENNIUM MANAGEMENT LLC exited a position previously worth $2,133,322. 2026-06-30
Blue Owl Capital Holdings LP Blue Owl Capital Holdings LP reduced this position by 14% ($13,007,246 -> $11,161,064). 2026-06-30
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP ARROWSTREET CAPITAL, LIMITED PARTNERSHIP reduced this position by 34% ($5,055,516 -> $3,361,530). 2026-06-30

Which Funds Hold HLLY

Largest reported positions as of 2026-06-30.

FundValueShares
Boston Partners $17,343,609 6,800,470
Blue Owl Capital Holdings LP $11,161,064 4,376,888
BAMCO INC /NY/ $8,287,500 3,250,000
VANGUARD CAPITAL MANAGEMENT LLC $8,035,101 3,151,020
CLEARLAKE CAPITAL GROUP, L.P. $7,012,500 2,750,000
DIMENSIONAL FUND ADVISORS LP $6,967,314 2,732,280
Hillsdale Investment Management Inc. $5,154,471 2,021,361
GEODE CAPITAL MANAGEMENT, LLC $3,835,857 1,503,917
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $3,361,530 1,318,247
BRIDGEWAY CAPITAL MANAGEMENT, LLC $2,538,056 995,316

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

Blue Owl Capital Holdings LP: 13F Portfolio Moves Tracked Quarterly

Chart showing Blue Owl Capital Holdings LP 13F portfolio changes for the quarter ending March 31 2026, including new positions in AKTS, CRVS, RYTM, and an exit from BlackRock stock.

Blue Owl Capital Holdings LP’s portfolio moves, tracked quarter by quarter, based on its SEC Form 13F filings. These filings offer a quarterly snapshot of U.S. equity holdings for institutional investment managers, revealing what a fund added, trimmed, or exited entirely. They do not show exact trade dates or the reasoning behind a move, but … Read more