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Hennessy Advisors
HNNA

20 hedge funds and large institutions have $5.3M invested in Hennessy Advisors in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 3

11% more funds holding

Funds holding: 18 → 20 (+2)

9% more capital invested

Capital invested by funds: $4.87M → $5.3M (+$436K)

0.75% more ownership

Funds ownership: 9.56% → 10.31% (+0.75%)

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Perigon Wealth Management
California
+$208K
2
Northern Trust
Northern Trust
Illinois
+$152K
3
Renaissance Technologies
Renaissance Technologies
New York
+$49.6K
4
Osaic Holdings
Osaic Holdings
Arizona
+$32.8K
5
UBS Group
UBS Group
Switzerland
+$12.1K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$32.6K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.2K
3
BlackRock
BlackRock
New York
-$946

HNNA Hedge Fund Activity: Q4 2023 in Review

20 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Hennessy Advisors (HNNA) for Q4 2023, worth a combined $5.3M — up 9% from $4.87M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HNNA positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 3 trimmed.

The largest buyer was Perigon Wealth Management, adding an estimated $208K. The largest seller was Susquehanna International Group, cutting an estimated $32.6K.

  • 20 institutional investors held Hennessy Advisors (HNNA) as of Q4 2023, up from 18 in Q3 2023.
  • Funds reported $5.3M of Hennessy Advisors stock for Q4 2023, up 9% quarter-over-quarter.
  • 2 funds opened new Hennessy Advisors positions in Q4 2023 and 0 closed out, a net change of +2 holders.
  • The largest Hennessy Advisors buyer in Q4 2023 was Perigon Wealth Management, an estimated $208K added.
  • The largest Hennessy Advisors seller in Q4 2023 was Susquehanna International Group, an estimated $32.6K sold.

Based on aggregated 13F filings for Q4 2023.