Orion Portfolio Solutions’s Heidrick & Struggles HSII Stock Holding History

Orion Portfolio Solutions’s Portfolio HSII Stock Details HSII Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$213K	Sell	4,981 -111	-2%	-$4.91K	﹤0.01%	1781
2024 Q4	$226K	Sell	5,092 -226	-4%	-$9.66K	﹤0.01%	1692
2024 Q3	$207K	Buy	+5,318	New	+$192K	﹤0.01%	1699
2024 Q2	–	Sell	-8,867	Closed	-$298K	–	1748
2024 Q1	$298K	Sell	8,867 -774	-8%	-$23.5K	﹤0.01%	1464
2023 Q4	$269K	Buy	9,641 +399	+4%	+$10.6K	﹤0.01%	1449
2023 Q3	$231K	Buy	9,242 +47	+0.5%	+$1.26K	﹤0.01%	1493
2023 Q2	$243K	Sell	9,195 -68	-0.7%	-$1.79K	﹤0.01%	1488
2023 Q1	$281K	Buy	+9,263	New	+$283K	﹤0.01%	1375

Other funds holding HSII

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

MCO

MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Orion Portfolio Solutions's HSII Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Heidrick & Struggles (HSII) stake by 2.2% in Q1 2025, selling an estimated $4.91K and leaving 4,981 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1781.

Orion Portfolio Solutions first reported a position in HSII in Q1 2023 and has held it in 8 quarters since. The position peaked at $298K in Q1 2024. 206 funds tracked by Wall St. Rank hold HSII as of Q1 2025.

Orion Portfolio Solutions held 4,981 shares of Heidrick & Struggles worth $213K as of Q1 2025.
Orion Portfolio Solutions sold 111 Heidrick & Struggles shares in Q1 2025, an estimated $4.91K.
Heidrick & Struggles made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1781 holding.
Orion Portfolio Solutions first reported a position in Heidrick & Struggles in Q1 2023 and has held it in 8 quarters since.
Orion Portfolio Solutions's Heidrick & Struggles position peaked at $298K in Q1 2024.
206 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.