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Hennessy Advisors

25 hedge funds and large institutions have $6.33M invested in Hennessy Advisors in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

10% more capital invested

Capital invested by funds: $5.76M → $6.33M (+$566K)

4% more funds holding

Funds holding: 2425 (+1)

0.8% more ownership

Funds ownership: 9.2%10% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
6
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
26
Global Retirement Partners
California
+$193 +22 New

HNNA Hedge Fund Activity: Q1 2021 in Review

25 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q1 2021, worth a combined $6.33M — up 9.8% from $5.76M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HNNA positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.

The largest buyer was Seaport Global Asset Management, adding an estimated $512K. The largest seller was Perritt Capital Management, cutting an estimated $113K.

  • 25 institutional investors held Hennessy Advisors (HNNA) as of Q1 2021, up from 24 in Q4 2020.
  • Funds reported $6.33M of Hennessy Advisors stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 2 funds opened new Hennessy Advisors positions in Q1 2021 and 1 closed out, a net change of +1 holder.
  • The largest Hennessy Advisors buyer in Q1 2021 was Seaport Global Asset Management, an estimated $512K added.
  • The largest Hennessy Advisors seller in Q1 2021 was Perritt Capital Management, an estimated $113K sold.

Based on aggregated 13F filings for Q1 2021.