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Hennessy Advisors
HNNA

Overview Fund Activity

36 hedge funds and large institutions have $25.5M invested in Hennessy Advisors in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
13
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BC
1
Burleson & Co
California
$1.52M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$1.24M
3
MCM
3
Maltese Capital Management
New York
$2.33M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.22M
5
Deutsche Bank
5
Deutsche Bank
Germany
$429K

Top Sellers

1
WCWM
1
Willow Creek Wealth Management
California
$0
2
CSIC
2
Clifford Swan Investment Counsel
California
$0
3
ZIM
3
ZPR Investment Management
Florida
$756K
4
OP
4
Osmium Partners
California
$2.27M
5
Millennium Management
5
Millennium Management
New York
$264K
Name Holding Trade Value Shares
Change 		Shares
Change %
Macquarie Group
26
Macquarie Group
Australia
$71K +$12.1K +700 +21%
PAM
27
Panagora Asset Management
Massachusetts
$51K – – –
HIM
28
Hillsdale Investment Management
Ontario, Canada
$16K +$16K +900 New
UBS Group
29
UBS Group
Switzerland
$14K -$11.8K -670 -46%
TFS
30
TrustCore Financial Services
Tennessee
$9K – – –
TRCT
31
Tower Research Capital (TRC)
New York
$6K +$4.92K +328 +456%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +211 New
DA
33
Denali Advisors
California
$3K – – –
Canada Life
34
Canada Life
Manitoba, Canada
$1K – – –
BNP Paribas Financial Markets
35
BNP Paribas Financial Markets
France
$902 – – –
WCWM
36
Willow Creek Wealth Management
California
– -$416K -21,553 Closed
CSIC
37
Clifford Swan Investment Counsel
California
– -$198K -10,250 Closed
Wells Fargo
38
Wells Fargo
California
– -$14K -750 Closed
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$7K -375 Closed
1
2