HCA
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Hyperion Capital Advisors’s Interactive Brokers IBKR Stock Holding History

Hyperion Capital Advisors’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,452
Closed -$350K – 66
2025
Q1 		$350K Sell
8,452
-4,800
-36% -$238K 0.19% 45
2024
Q4 		$585K Sell
13,252
-5,600
-30% -$236K 0.3% 34
2024
Q3 		$657K Hold
18,852
– – 0.31% 31
2024
Q2 		$578K Hold
18,852
– – 0.27% 34
2024
Q1 		$526K Hold
18,852
– – 0.25% 36
2023
Q4 		$391K Buy
18,852
+5,200
+38% +$106K 0.21% 38
2023
Q3 		$295K Hold
13,652
– – 0.16% 44
2023
Q2 		$284K Buy
+13,652
New +$269K 0.15% 48

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return