SCM
HI

SG Capital Management’s Hillenbrand HI Stock Holding History

SG Capital Management’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-956,290
Closed -$25.9M – 77
2025
Q3 		$25.9M Buy
+956,290
New +$22.4M 2.31% 15
2015
Q3 		– Sell
-410,441
Closed -$12.6M – 70
2015
Q2 		$12.6M Buy
+410,441
New +$12.7M 3.16% 8

Other funds holding HI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return

SG Capital Management's HI Position: Q4 2025 in Review

SG Capital Management sold out of Hillenbrand (HI) in Q4 2025, closing a stake of 956,290 shares — an estimated $25.9M sold.

SG Capital Management first reported a position in HI in Q2 2015 and held it in 2 quarters. The position peaked at $25.9M in Q3 2025. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • SG Capital Management reported no remaining Hillenbrand position as of Q4 2025 after selling out during the quarter.
  • SG Capital Management sold 956,290 Hillenbrand shares in Q4 2025, an estimated $25.9M.
  • SG Capital Management first reported a position in Hillenbrand in Q2 2015 and held it in 2 quarters.
  • SG Capital Management's Hillenbrand position peaked at $25.9M in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on SG Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.