Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SFS
HSII
Sowell Financial Services’s
Heidrick & Struggles
HSII
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-107
Closed
-$5K
–
1494
2021
Q1
$5K
Hold
107
–
–
﹤0.01%
2601
2020
Q4
$3K
Sell
107
-183
-63%
-$4.59K
﹤0.01%
2394
2020
Q3
$6K
Hold
290
–
–
﹤0.01%
1947
2020
Q2
$6K
Sell
290
-102
-26%
-$2.25K
﹤0.01%
1841
2020
Q1
$9K
Sell
392
-352
-47%
-$9.36K
﹤0.01%
1631
2019
Q4
$24K
Hold
744
–
–
﹤0.01%
1372
2019
Q3
$20K
Buy
+744
New
+$20.9K
﹤0.01%
1278
Other funds holding HSII
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
RA
Royce & Associates
New York
$10.1B AUM
42.88%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Russell Investments Group
London, United Kingdom
$93.1B AUM
28.26%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
SFM
Systematic Financial Management
Teaneck, New Jersey
$4.36B AUM
40.56%
1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park, Florida
$5.29B AUM
20.14%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close