Hennessy AdvisorsHNNA
Market Cap: 62.6M
About: Hennessy Advisors Inc is an investment management company, engaged in the managing and marketing of open-end mutual funds branded as the Hennessy Funds. It offers domestic equity, sectors, and specialty, balanced and fixed income products. It provides investment advisory services and shareholder services to the Hennessy Funds. Its investment advisory services include managing the composition of each fund's portfolio, including the purchase, retention, and disposition of portfolio securities in accordance with the Fund's investment objectives, policies, and restrictions; conducting investment research, and monitoring compliance with each fund's investment restrictions and applicable laws and regulations.
Employees: 17
Fund manager confidence
Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)
1% more capital invested
Capital invested by funds: $5.3M [Q4 2023] → $5.35M (+$45.9K) [Q1 2024]
0% more funds holding
Funds holding: 20 [Q4 2023] → 20 (+0) [Q1 2024]
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0.21% less ownership
Funds ownership: 10.31% [Q4 2023] → 10.1% (-0.21%) [Q1 2024]
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Research analyst outlook
We haven’t received any recent analyst ratings for HNNA.