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Hennessy Advisors
HNNA

Overview Fund Trends Analyst Outlook Journalist POV

19 hedge funds and large institutions have $4.62M invested in Hennessy Advisors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding: →

2.1% more ownership

Funds ownership: 6.54% → 8.63% (+2.1%)

Holders
19
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$471K
2
+$356K
3
+$123K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$71K
5
Osaic Holdings
Osaic Holdings
Arizona
+$53K

Top Sellers

1
-$15.1K
2
-$2K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$1.76M
2
$606K
3
$471K
4
$443K
5
$356K
6
$213K
7
$123K
8
$97K
9
$93K
10
$91.3K
11
$90.9K
12
$88.3K
13
$81.3K
14
$71K
15
$33.1K
16
$5.01K
17
$3.56K
18
$1K
19
$202
20
–