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Hillman Solutions

181 hedge funds and large institutions have $1.77B invested in Hillman Solutions in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 71 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more call options, than puts

Call options by funds: $646K | Put options by funds: $34K

15% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 62

12% more capital invested

Capital invested by funds: $1.59B → $1.77B (+$185M)

0.02% less ownership

Funds ownership: 98.68%98.67% (-0.02%)

3% less funds holding

Funds holding: 187181 (-6)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
181
Holders Change
-6
Holders Change %
-3.21%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
23
Increased
71
Reduced
62
Closed
27
Calls
$646K
Puts
$34K
Net Calls
+$612K
Net Calls Change
-$65K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$177M +$845K +110,730 +0.6%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$138M -$4.86M -637,226 -4%
BlackRock
3
BlackRock
New York
$131M +$6.79M +889,673 +7%
JP Morgan Chase
4
JP Morgan Chase
New York
$98.1M +$1.29M +168,616 +2%
JFG
5
Jefferies Financial Group
New York
$90.8M
CCA
6
Conestoga Capital Advisors
Pennsylvania
$84.6M +$8.45M +1,107,675 +14%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$75.1M -$714K -93,530 -1%
BAM
8
Burgundy Asset Management
Ontario, Canada
$74.7M +$3.12M +408,601 +5%
American Century Companies
9
American Century Companies
Missouri
$69.9M +$2.22M +290,497 +4%
RP
10
Reinhart Partners
Wisconsin
$61.9M +$5.06M +663,417 +11%
ClearBridge Investments
11
ClearBridge Investments
New York
$42.3M -$1.24M -162,334 -3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$42.2M +$4.7M +615,692 +16%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$40.3M +$1.5M +197,130 +5%
State Street
14
State Street
Massachusetts
$38.4M +$4.29M +561,724 +16%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$36.2M -$5.99M -785,297 -17%
N
16
Nuveen
North Carolina
$35M +$12.8M +1,671,565 +79%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$30.6M +$10.8M +1,421,625 +75%
WCM Investment Management
18
WCM Investment Management
California
$30M -$31.2K -4,091 -0.1%
CI
19
Clal Insurance
Israel
$27.6M -$5.34M -700,000 -19%
Allspring Global Investments
20
Allspring Global Investments
North Carolina
$27.4M -$1.45M -189,561 -6%
Citadel Advisors
21
Citadel Advisors
Florida
$25M +$3.66M +480,182 +22%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$23.1M -$194K -25,422 -1%
Northern Trust
23
Northern Trust
Illinois
$20.9M -$654K -85,748 -4%
Charles Schwab
24
Charles Schwab
California
$19.5M +$1.56M +204,553 +11%
Morgan Stanley
25
Morgan Stanley
New York
$16.5M +$11.4M +1,489,857 +487%

HLMN Hedge Fund Activity: Q4 2023 in Review

181 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Hillman Solutions (HLMN) for Q4 2023, worth a combined $1.77B — up 12% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of HLMN and 23 opened new positions — a net loss of 4 holders — while 62 trimmed existing stakes and 71 added.

The largest buyer was Nuveen, adding an estimated $12.8M. The largest seller was Samlyn Capital, exiting entirely with an estimated $18.1M sold.

  • 181 institutional investors held Hillman Solutions (HLMN) as of Q4 2023, down from 187 in Q3 2023.
  • Funds reported $1.77B of Hillman Solutions stock for Q4 2023, up 12% quarter-over-quarter.
  • 23 funds opened new Hillman Solutions positions in Q4 2023 and 27 closed out, a net change of -4 holders.
  • The largest Hillman Solutions buyer in Q4 2023 was Nuveen, an estimated $12.8M added.
  • The largest Hillman Solutions seller in Q4 2023 was Samlyn Capital, an estimated $18.1M sold.

Based on aggregated 13F filings for Q4 2023.