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Of the 4 tracked institutions holding HNNA, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +8.4pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 4 tracked institutional investors we monitor, HNNA (HENNESSY ADVISORS INC) is held with a combined value of $3.66M across 379,754 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.45M. 2 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$3.66M
Total Shares Held
379,754
Institutional Holders
4
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.45M | 0.00% | -1.5% |
| 2 | RENAISSANCE TECHNOLOGIES LLC | $975.86K | 0.00% | +4.9% |
| 3 | BlackRock, Inc. | $132.54K | 0.00% | +8.8% |
| 4 | CITADEL ADVISORS LLC | $106.59K | 0.00% | -35.3% |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of HNNA with a position worth $2.45M, representing 0.00% of their portfolio. In total, 4 institutional investors hold HNNA with a combined value of $3.66M.
Institutional investors hold $3.66M worth of HNNA stock across 4 positions. The largest institutional holder is VANGUARD GROUP INC with $2.45M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HNNA, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HNNA positions.
Last Close
$9.82
2026-07-24
YTD
+1.9%
21% of 52-week range
