Institutional shares held 154 Million
0 calls
0 puts
Total value of holdings $5.9B
$0 calls
$0 puts
# of Institutions 500


Latest Institutional Activity in HEFA

Top Purchases

Q2 2025
Ameriprise Financial Inc Shares Held: 6.62M ($254M)
Q2 2025
Flow Traders U.S. LLC Shares Held: 396K ($15.2M)
Q2 2025
Mariner, LLC Shares Held: 862K ($33.1M)
Q2 2025
Warren Averett Asset Management, LLC Shares Held: 2.18M ($83.9M)
Q2 2025
Park Avenue Securities LLC Shares Held: 209K ($8.03M)

Top Sells

Q2 2025
Envestnet Asset Management Inc Shares Held: 7.09M ($272M)
Q2 2025
Goldman Sachs Group Inc Shares Held: 48M ($1.85B)
Q2 2025
Partners Capital Investment Group, LLP Shares Held: 3.19M ($123M)
Q2 2025
Lpl Financial LLC Shares Held: 5.41M ($208M)
Q2 2025
Tiaa Trust, National Association Shares Held: 936K ($36M)

About HEFA

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