UOC
HI

UBS O'Connor’s Hillenbrand HI Stock Holding History

UBS O'Connor’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 		$7.59M Buy
+239,227
New +$7.37M 0.2% 41
2015
Q1 		– Sell
-13,523
Closed -$467K – 805
2014
Q4 		$467K Buy
+13,523
New +$440K 0.01% 430

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 $139B AUM 29.06% 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 $1.5B AUM 83.46% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 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 $1.15T AUM 47.82% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS O'Connor's HI Position: Q4 2025 in Review

UBS O'Connor opened a new position in Hillenbrand (HI) in Q4 2025: 239,227 shares worth $7.59M. The stake represents 0.2% of the portfolio and ranks #41 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in HI as recently as Q4 2014.

UBS O'Connor first reported a position in HI in Q4 2014 and has held it in 2 quarters since. 293 funds tracked by Wall St. Rank hold HI as of Q4 2025.

  • UBS O'Connor held 239,227 shares of Hillenbrand worth $7.59M as of Q4 2025.
  • Hillenbrand was a new UBS O'Connor position in Q4 2025.
  • Hillenbrand made up 0.2% of UBS O'Connor's portfolio in Q4 2025, its #41 holding.
  • UBS O'Connor first reported a position in Hillenbrand in Q4 2014 and has held it in 2 quarters since.
  • 293 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.