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Hennessy Advisors, Inc.


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

Funds holding %
of 6,474 funds
Analysts bullish %
News positive %

Fund manager confidence

Based on 2023 Q4 SEC filings by fund managers ($100M+ AUM)

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

11% more funds holding

Funds holding: 18 [Q3] → 20 (+2) [Q4]

9% more capital invested

Capital invested by funds: $4.87M [Q3] → $5.3M (+$436K) [Q4]

0.75% more ownership

Funds ownership: 9.56% [Q3] → 10.31% (+0.75%) [Q4]

Research analyst outlook

We haven’t received any recent analyst ratings for HNNA.

Financial journalist opinion