13F QoQ Ownership Changes
EHC Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 87 new · 173 added · 326 reduced · 98 exited
New Positions(87)
Added To(173)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,308,857 | +433,574 | $1.09B | -$160.2M | 4.4% |
| Point72 Asset Management, L.P. | 695,567 | +695,147 | $73.8M | +$73.8M | 165511.2% |
| STATE STREET CORP | 3,087,890 | +6,436 | $327.7M | -$63.7M | 0.2% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 553,166 | +397,886 | $58.7M | +$39.0M | 256.2% |
| DIMENSIONAL FUND ADVISORS LP | 1,624,137 | +7,959 | $172.4M | -$32.9M | 0.5% |
| Allspring Global Investments Holdings, LLC | 344,093 | +300,546 | $36.6M | +$31.2M | 690.2% |
| D. E. Shaw & Co., Inc. | 338,326 | +275,610 | $35.9M | +$27.9M | 439.4% |
| Squarepoint Ops LLC | 265,239 | +250,919 | $28.2M | +$26.3M | 1752.2% |
| FARALLON CAPITAL MANAGEMENT LLC | 805,500 | +234,500 | $97.4M | +$24.9M | 41.1% |
| UBS Group AG | 368,248 | +256,239 | $39.1M | +$24.9M | 228.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1,946,134 | +137,892 | $206.6M | -$23.1M | 7.6% |
| NORGES BANK | 1,255,148 | +105,783 | $133.2M | +$22.1M | 9.2% |
| TWO SIGMA INVESTMENTS, LP | 804,946 | +299,305 | $85.4M | +$21.2M | 59.2% |
| Qube Research & Technologies Ltd | 951,702 | +258,949 | $101.0M | +$13.0M | 37.4% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,163,834 | +96,445 | $123.5M | -$12.1M | 9.0% |
| INTECH INVESTMENT MANAGEMENT LLC | 132,225 | +110,393 | $14.0M | +$11.3M | 505.6% |
| Sumitomo Mitsui Trust Group, Inc. | 1,010,608 | +248,296 | $107.3M | +$10.4M | 32.6% |
| TWO SIGMA ADVISERS, LP | 359,100 | +139,700 | $38.1M | +$10.2M | 63.7% |
| Trexquant Investment LP | 161,644 | +102,156 | $17.2M | +$9.6M | 171.7% |
| Allianz Asset Management GmbH | 515,153 | +12,407 | $54.7M | -$9.2M | 2.5% |
| FIL Ltd | 93,574 | +87,322 | $9.9M | +$9.1M | 1396.7% |
| Y-Intercept (Hong Kong) Ltd | 94,462 | +87,460 | $10.0M | +$9.1M | 1249.1% |
| BANK OF AMERICA CORP /DE/ | 961,184 | +92,733 | $102.0M | -$8.3M | 10.7% |
| SEI INVESTMENTS CO | 377,404 | +123,216 | $40.1M | +$7.8M | 48.5% |
| TUDOR INVESTMENT CORP ET AL | 324,786 | +114,074 | $34.5M | +$7.7M | 54.1% |
| OBERWEIS ASSET MANAGEMENT INC/ | 358,971 | +171 | $38.1M | -$7.5M | 0.0% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 440,752 | +15,462 | $46.8M | -$7.2M | 3.6% |
| Asset Management One Co., Ltd. | 129,205 | +72,703 | $13.8M | +$6.6M | 128.7% |
| Man Group plc | 73,496 | +63,839 | $7.8M | +$6.6M | 661.1% |
| JANE STREET GROUP, LLC | 252,098 | +92,785 | $26.8M | +$6.5M | 58.2% |
| REINHART PARTNERS, LLC. | 372,764 | +10,213 | $39.6M | -$6.5M | 2.8% |
| Lightrock Netherlands B.V. | 430,000 | +336,694 | $3.9M | -$6.2M | 360.8% |
| WELLINGTON MANAGEMENT GROUP LLP | 3,384,877 | +603,472 | $359.3M | +$6.0M | 21.7% |
| GOLDMAN SACHS GROUP INC | 451,804 | +119,145 | $48.0M | +$5.7M | 35.8% |
| NEUBERGER BERMAN GROUP LLC | 283,933 | +86,531 | $30.1M | +$5.1M | 43.8% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 915,920 | +112,637 | $97.2M | -$4.8M | 14.0% |
| Swiss National Bank | 198,600 | +3,200 | $21.1M | -$3.7M | 1.6% |
| Atom Investors LP | 76,487 | +40,080 | $8.1M | +$3.5M | 110.1% |
| MILLENNIUM MANAGEMENT LLC | 1,435,035 | +211,370 | $152.3M | -$3.1M | 17.3% |
| Jump Financial, LLC | 31,315 | +29,647 | $3.3M | +$3.1M | 1777.4% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 128,451 | +33,872 | $15.0M | +$3.0M | 35.8% |
| Susquehanna Portfolio Strategies, LLC | 80,931 | +36,781 | $8.6M | +$3.0M | 83.3% |
| Campbell & CO Investment Adviser LLC | 42,156 | +28,845 | $4.5M | +$2.8M | 216.7% |
| TRILLIUM ASSET MANAGEMENT, LLC | 217,734 | +11,793 | $23.4M | -$2.7M | 5.7% |
| XTX Topco Ltd | 30,712 | +26,425 | $3.3M | +$2.7M | 616.4% |
| CAPITAL FUND MANAGEMENT S.A. | 99,453 | +37,235 | $10.6M | +$2.7M | 59.8% |
| Aptus Capital Advisors, LLC | 126,675 | +526 | $13.4M | -$2.6M | 0.4% |
| MORGAN STANLEY | 919,028 | +130,818 | $97.5M | -$2.6M | 16.6% |
| WELLS FARGO & COMPANY/MN | 161,192 | +6,572 | $17.1M | -$2.5M | 4.3% |
| AMERIPRISE FINANCIAL INC | 854,281 | +123,532 | $90.7M | -$2.1M | 16.9% |
| Russell Investments Group, Ltd. | 106,020 | +788 | $11.3M | -$2.1M | 0.7% |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 267,658 | +59,202 | $28.4M | +$1.9M | 28.4% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 33,740 | +18,014 | $3.6M | +$1.6M | 114.5% |
| Madison Asset Management, LLC | 73,127 | +274 | $7.8M | -$1.5M | 0.4% |
| Inspire Investing, LLC | 40,647 | +18,399 | $4.3M | +$1.5M | 82.7% |
| Amundi | 90,415 | +2,300 | $9.6M | -$1.3M | 2.6% |
| VIRTUS ADVISERS, LLC | 15,604 | +11,703 | $1.8M | +$1.3M | 300.0% |
| AXQ CAPITAL, LP | 15,495 | +12,493 | $1.6M | +$1.3M | 416.1% |
| BNP PARIBAS FINANCIAL MARKETS | 66,161 | +1,358 | $7.0M | -$1.2M | 2.1% |
| Global Retirement Partners, LLC | 11,533 | +11,084 | $1.2M | +$1.2M | 2468.6% |
| Vestmark Advisory Solutions, Inc. | 14,467 | +11,131 | $1.5M | +$1.1M | 333.7% |
| LPL Financial LLC | 68,476 | +3,159 | $7.3M | -$1.0M | 4.8% |
| Steward Partners Investment Advisory, LLC | 54,466 | +883 | $5.8M | -$1.0M | 1.6% |
| FRED ALGER MANAGEMENT, LLC | 20,596 | +11,281 | $2.2M | +$1.0M | 121.1% |
| DEAN INVESTMENT ASSOCIATES, LLC | 48,927 | +602 | $5.2M | -$945.1K | 1.2% |
| Tidal Investments LLC | 15,259 | +9,079 | $1.6M | +$833.0K | 146.9% |
| Moran Wealth Management, LLC | 38,111 | +72 | $4.0M | -$786.6K | 0.2% |
| NewEdge Advisors, LLC | 12,856 | +8,235 | $1.4M | +$777.6K | 178.2% |
| Magnetar Financial LLC | 13,623 | +7,804 | $1.4M | +$706.8K | 134.1% |
| JANUS HENDERSON GROUP PLC | 45,258 | +2,179 | $4.8M | -$669.1K | 5.0% |
| Corient Private Wealth LLC | 50,460 | +30,651 | $1.9M | -$662.5K | 154.7% |
| LEUTHOLD GROUP, LLC | 31,168 | +104 | $3.3M | -$637.6K | 0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,107 | +13 | $542.0K | +$541.4K | 0.3% |
| SEGALL BRYANT & HAMILL, LLC | 148,256 | +20,353 | $15.7M | -$510.3K | 15.9% |
| Fieldview Capital Management, LLC | 38,244 | +2,347 | $4.1M | -$500.4K | 6.5% |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22,511 | +60 | $2.4M | -$462.4K | 0.3% |
| Illinois Municipal Retirement Fund | 20,762 | +51 | $2.2M | -$427.0K | 0.2% |
| BOOTHBAY FUND MANAGEMENT, LLC | 6,474 | +4,405 | $687.1K | +$424.3K | 212.9% |
| Silvant Capital Management LLC | 21,689 | +348 | $2.3M | -$408.7K | 1.6% |
| KLP KAPITALFORVALTNING AS | 25,800 | +1,100 | $2.7M | -$399.0K | 4.5% |
| Nilsine Partners, LLC | 30,264 | +1,884 | $3.2M | -$392.6K | 6.6% |
| Bridgefront Capital, LLC | 9,770 | +4,692 | $1.0M | +$392.0K | 92.4% |
| GHP Investment Advisors, Inc. | 19,590 | +364 | $2.1M | -$362.7K | 1.9% |
| Rhenman & Partners Asset Management AB | 146,263 | +26,863 | $15.5M | +$358.2K | 22.5% |
| Dean Capital Management | 19,763 | +611 | $2.1M | -$335.0K | 3.2% |
| GUGGENHEIM CAPITAL LLC | 20,030 | +797 | $2.1M | -$317.0K | 4.1% |
| Vanguard Personalized Indexing Management, LLC | 16,034 | +163 | $1.7M | -$314.1K | 1.0% |
| Summit Trail Advisors, LLC | 13,346 | +4,652 | $1.4M | +$312.2K | 53.5% |
| Hurley Capital, LLC | 17,400 | +457 | $1.8M | -$305.3K | 2.7% |
| HighTower Advisors, LLC | 17,238 | +450 | $1.8M | -$302.9K | 2.7% |
| Envestnet Portfolio Solutions, Inc. | 14,952 | +90 | $1.6M | -$300.8K | 0.6% |
| MML INVESTORS SERVICES, LLC | 28,667 | +2,396 | $3.0M | -$294.2K | 9.1% |
| GABELLI FUNDS LLC | 20,085 | +1,200 | $2.1M | -$267.0K | 6.3% |
| Guided Capital Wealth Management, LLC | 20,652 | +1,347 | $2.2M | -$260.1K | 7.0% |
| M&T Bank Corp | 4,801 | +2,832 | $509.9K | +$259.7K | 143.8% |
| ABLE Financial Group, LLC | 14,365 | +394 | $1.5M | -$249.9K | 2.8% |
| ADVISORY RESEARCH INC | 17,086 | +903 | $1.8M | -$242.1K | 5.6% |
| CapWealth Advisors, LLC | 4,493 | +2,184 | $525.1K | +$231.8K | 94.6% |
| FIRST CITIZENS BANK & TRUST CO | 10,949 | +90 | $1.2M | -$217.2K | 0.8% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 109,139 | +16,174 | $11.6M | -$211.3K | 17.4% |
| Pictet Asset Management Holding SA | 15,136 | +876 | $1.6M | -$204.8K | 6.1% |
| HANCOCK WHITNEY CORP | 10,225 | +93 | $1.1M | -$201.7K | 0.9% |
| Quartz Partners, LLC | 16,676 | +1,227 | $1.8M | -$192.3K | 7.9% |
| DEUTSCHE BANK AG\ | 11,437 | +431 | $1.2M | -$184.1K | 3.9% |
| QUADRANT CAPITAL GROUP LLC | 8,809 | +17 | $935.0K | -$181.8K | 0.2% |
| Arkadios Wealth Advisors | 11,695 | +597 | $1.2M | -$168.4K | 5.4% |
| &PARTNERS | 9,792 | +257 | $1.0M | -$166.4K | 2.7% |
| BENJAMIN EDWARDS INC | 8,008 | +112 | $850.2K | -$153.0K | 1.4% |
| EXCHANGE TRADED CONCEPTS, LLC | 9,132 | +2,704 | $969.3K | +$152.8K | 42.1% |
| Ethic Inc. | 10,744 | +727 | $1.1M | -$132.0K | 7.3% |
| HUNTINGTON NATIONAL BANK | 1,309 | +1,247 | $138.9K | +$131.1K | 2011.3% |
| Rockefeller Capital Management L.P. | 3,568 | +1,606 | $378.8K | +$129.5K | 81.8% |
| Integrated Quantitative Investments LLC | 15,055 | +1,500 | $1.6M | -$123.8K | 11.1% |
| QRG CAPITAL MANAGEMENT, INC. | 8,509 | +462 | $903.2K | -$118.9K | 5.7% |
| Advisors Asset Management, Inc. | 4,751 | +1,641 | $504.3K | +$109.2K | 52.8% |
| Ensign Peak Advisors, Inc | 44,012 | +8,051 | $4.7M | +$103.7K | 22.4% |
| Savant Capital, LLC | 5,162 | +1,597 | $547.9K | +$95.1K | 44.8% |
| PERSONAL CFO SOLUTIONS, LLC | 5,590 | +177 | $593.4K | -$94.2K | 3.3% |
| Verdence Capital Advisors LLC | 4,440 | +71 | $471.2K | -$84.4K | 1.6% |
| Crossmark Global Holdings, Inc. | 9,247 | +874 | $981.5K | -$82.1K | 10.4% |
| Miracle Mile Advisors, LLC | 4,119 | +43 | $437.2K | -$80.5K | 1.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8,476 | +779 | $899.6K | -$78.0K | 10.1% |
| TECTONIC ADVISORS LLC | 5,769 | +432 | $612.3K | -$65.6K | 8.1% |
| Precision Wealth Strategies, LLC | 6,084 | +510 | $645.8K | -$62.3K | 9.1% |
| Gilliland Jeter Wealth Management LLC | 4,179 | +261 | $443.6K | -$54.0K | 6.7% |
| Fairvoy Private Wealth, LLC | 2,266 | +1 | $240.5K | -$47.1K | 0.0% |
| PANAGORA ASSET MANAGEMENT INC | 2,400 | +41 | $254.7K | -$44.9K | 1.7% |
| EverSource Wealth Advisors, LLC | 5,172 | +505 | $548.9K | -$43.8K | 10.8% |
| Kestra Advisory Services, LLC | 4,903 | +479 | $520.4K | -$41.6K | 10.8% |
| Vise Technologies, Inc. | 5,130 | +532 | $544.5K | -$39.5K | 11.6% |
| Baird Financial Group, Inc. | 3,648 | +884 | $387.2K | +$36.1K | 32.0% |
| SILVER OAK SECURITIES, INCORPORATED | 1,921 | +26 | $206.8K | -$33.9K | 1.4% |
| OLD NATIONAL BANCORP /IN/ | 2,075 | +75 | $220.2K | -$33.8K | 3.8% |
| JOHNSON INVESTMENT COUNSEL INC | 2,364 | +126 | $250.9K | -$33.4K | 5.6% |
| Central Pacific Bank - Trust Division | 2,219 | +157 | $235.5K | -$26.4K | 7.6% |
| Prestige Wealth Management Group LLC | 252 | +210 | $26.3K | +$20.9K | 500.0% |
| VELA Investment Management, LLC | 16,776 | +2,917 | $1.8M | +$20.2K | 21.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 4,805,413 | +948,202 | $510.0K | +$20.1K | 24.6% |
| Clearstead Advisors, LLC | 923 | +299 | $98.0K | +$18.7K | 47.9% |
| JONES FINANCIAL COMPANIES LLLP | 998 | +16 | $105.9K | -$18.6K | 1.6% |
| UMB Bank, n.a. | 1,234 | +57 | $131.0K | -$18.5K | 4.8% |
| T. Rowe Price Investment Management, Inc. | 2,722,887 | +581,812 | $289.0K | +$17.0K | 27.2% |
| Legacy Wealth Asset Management, LLC | 9,377 | +1,660 | $995.3K | +$15.1K | 21.5% |
| ACADIAN ASSET MANAGEMENT LLC | 332,473 | +166,357 | $35.3K | +$14.2K | 100.1% |
| NewEdge Wealth, LLC | 3,781 | +393 | $401.3K | +$10.7K | 11.6% |
| WPG Advisers, LLC | 324 | +137 | $34.4K | +$10.6K | 73.3% |
| Focus Partners Wealth | 6,858 | +1,149 | $727.9K | +$9.9K | 20.1% |
| SG Americas Securities, LLC | 88,054 | +80,534 | $9.3K | +$8.4K | 1070.9% |
| SIGNATUREFD, LLC | 941 | +93 | $99.9K | -$7.8K | 11.0% |
| MassMutual Private Wealth & Trust, FSB | 360 | +8 | $38.2K | -$6.5K | 2.3% |
| Root Financial Partners, LLC | 316 | +9 | $33.5K | -$5.5K | 2.9% |
| Waverly Advisors, LLC | 3,301 | +581 | $350.3K | +$4.9K | 21.4% |
| SouthState Corp | 43 | +33 | $4.6K | +$3.3K | 330.0% |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | +33 | $7.4K | +$2.7K | 89.2% |
| JFS WEALTH ADVISORS, LLC | 95 | +29 | $10.1K | +$1.7K | 43.9% |
| HFM Investment Advisors, LLC | 21 | +15 | $2.2K | +$1.5K | 250.0% |
| VAN ECK ASSOCIATES CORP | 80,113 | +2,102 | $8.5K | -$1.4K | 2.7% |
| Measured Wealth Private Client Group, LLC | 212 | +25 | $22.5K | -$1.3K | 13.4% |
| WealthCollab, LLC | 248 | +31 | $26.3K | -$1.2K | 14.3% |
| ALGERT GLOBAL LLC | 65,045 | +2,060 | $6.9K | -$1.1K | 3.3% |
| Transamerica Financial Advisors, LLC | 152 | +32 | $16.1K | +$1.0K | 26.7% |
| Sivik Global Healthcare LLC | 50,000 | +15,000 | $5.3K | +$861 | 42.9% |
| Clearstead Trust, LLC | 90 | +21 | $9.6K | +$788 | 30.4% |
| BROWN BROTHERS HARRIMAN & CO | 376 | +56 | $39.9K | -$737 | 17.5% |
| GSA CAPITAL PARTNERS LLP | 14,353 | +6,676 | $1.5K | +$548 | 87.0% |
| CENTRAL TRUST Co | 40 | +3 | $4.2K | -$454 | 8.1% |
| BROOKS, MOORE & ASSOCIATES, INC. | 4,245 | +700 | $450.6K | +$278 | 19.7% |
| NATURAL INVESTMENTS, LLC | 11,531 | +3,723 | $1.2K | +$232 | 47.7% |
| Fortitude Family Office, LLC | 35 | +4 | $3.7K | -$223 | 12.9% |
| Seascape Capital Management | 29,435 | +3,253 | $3.1K | -$202 | 12.4% |
| Golden State Wealth Management, LLC | 86 | +15 | $9.1K | +$110 | 21.1% |
| Handelsbanken Fonder AB | 29,753 | +5,400 | $3.2K | +$65 | 22.2% |
| Covestor Ltd | 540 | +106 | $57 | +$2 | 24.4% |