HE — HAWAIIAN ELEC INDS INC MTN B
As of Q2 2026, 32 SEC-registered investment managers reported holding HE (HAWAIIAN ELEC INDS INC MTN B) in their latest 13F filings, with a combined reported value of $761.39M across 56.49M shares. That is -1.2% by share count (-713.72K shares) versus the previous quarter, while reported value moved -10.0%. Ownership is concentrated: the five largest holders account for 69.4% of reported value and the top ten for 85.3%.
Compared with the prior quarter, 2 opened new positions, 19 added to existing stakes, 10 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
HE is classified in the Utilities sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 26.48M | $358.32M | 0.01% | Add |
| Geode Capital Management history | 4.34M | $58.67M | 0.00% | Add |
| Charles Schwab Investment Management history | 3.09M | $41.76M | 0.01% | Reduce |
| Invesco Ltd history | 2.66M | $36.03M | 0.00% | Add |
| Morgan Stanley history | 2.50M | $33.84M | 0.00% | Reduce |
| Bank of America Corp history | 2.38M | $32.14M | 0.00% | Reduce |
| Northern Trust Corp history | 1.92M | $25.93M | 0.00% | Add |
| Citadel Advisors history | 1.69M | $22.80M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.55M | $21.01M | 0.00% | Add |
| UBS Group AG history | 1.38M | $18.65M | 0.00% | Add |
| Principal Global Investors history | 1.34M | $18.11M | 0.01% | Add |
| BNY Mellon history | 1.09M | $14.76M | 0.00% | Hold |
| JPMorgan Chase & Co history | 977.01K | $13.37M | 0.00% | New |
| Wells Fargo & Co history | 646.67K | $8.75M | 0.00% | Add |
| Legal & General Investment Management America history | 637.10K | $8.62M | 0.00% | Reduce |
| PSP Investments history | 593.11K | $8.02M | 0.02% | Reduce |
| Renaissance Technologies history | 532.20K | $7.20M | 0.01% | Reduce |
| Citigroup Inc history | 434.34K | $5.88M | 0.00% | Reduce |
| Arrowstreet Capital history | 432.96K | $5.86M | 0.00% | Add |
| Prudential Financial history | 425.84K | $5.76M | 0.01% | Add |
| D. E. Shaw & Co history | 285.59K | $3.86M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 208.28K | $2.82M | 0.00% | Add |
| Deutsche Bank AG history | 184.02K | $2.49M | 0.00% | Add |
| Balyasny Asset Management history | 116.48K | $1.58M | 0.00% | New |
| AQR Capital Management history | 92.68K | $1.25M | 0.00% | Add |
| Bridgewater Associates history | 85.71K | $1.16M | 0.01% | Add |
| Manulife Financial history | 81.19K | $1.10M | 0.00% | Add |
| Two Sigma Investments history | 55.31K | $748.29K | 0.00% | Reduce |
| Franklin Resources history | 31.42K | $425.17K | 0.00% | Reduce |
| Amundi US history | 30.91K | $418.14K | 0.00% | Add |
| PNC Financial Services history | 4.23K | $57.20K | 0.00% | Add |
| T. Rowe Price Associates history | 226.35K | $3.06K | 0.00% | Add |
Q1 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 25.75M | $382.09M | 0.01% | Reduce |
| Citadel Advisors history | 5.60M | $83.06M | 0.01% | Add |
| Geode Capital Management history | 4.09M | $60.67M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 3.34M | $49.62M | 0.01% | Hold |
| Bank of America Corp history | 2.73M | $40.57M | 0.00% | Add |
| Morgan Stanley history | 2.66M | $39.40M | 0.00% | Reduce |
| Invesco Ltd history | 2.02M | $29.97M | 0.01% | Add |
| Northern Trust Corp history | 1.62M | $24.11M | 0.00% | Add |
| Goldman Sachs Group history | 1.51M | $22.47M | 0.00% | Reduce |
| Principal Global Investors history | 1.29M | $19.15M | 0.01% | Add |
| BNY Mellon history | 1.09M | $16.11M | 0.00% | Reduce |
| UBS Group AG history | 1.01M | $14.93M | 0.00% | Reduce |
| Renaissance Technologies history | 663.20K | $9.84M | 0.01% | Add |
| Legal & General Investment Management America history | 644.77K | $9.57M | 0.00% | Reduce |
| PSP Investments history | 617.54K | $9.16M | 0.03% | Add |
| Wells Fargo & Co history | 493.19K | $7.32M | 0.00% | Add |
| Citigroup Inc history | 472.81K | $7.02M | 0.00% | Reduce |
| Two Sigma Investments history | 358.28K | $5.32M | 0.01% | Reduce |
| Prudential Financial history | 280.31K | $4.16M | 0.01% | Add |
| Deutsche Bank AG history | 165.56K | $2.46M | 0.00% | Add |
| D. E. Shaw & Co history | 109.86K | $1.63M | 0.00% | Add |
| Franklin Resources history | 108.82K | $1.61M | 0.00% | Add |
| Janus Henderson Group history | 74.29K | $1.10M | 0.00% | Hold |
| Manulife Financial history | 73.50K | $1.09M | 0.00% | Reduce |
| Millennium Management history | 56.74K | $842.05K | 0.00% | New |
| AQR Capital Management history | 49.16K | $729.55K | 0.00% | Add |
| Arrowstreet Capital history | 48.11K | $713.92K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 29.83K | $442.64K | 0.00% | Add |
| Bridgewater Associates history | 26.56K | $394.17K | 0.00% | New |
| Amundi US history | 17.46K | $259.14K | 0.00% | New |
| MFS Investment Management history | 14.88K | $220.83K | 0.00% | Reduce |
| PNC Financial Services history | 3.63K | $53.93K | 0.00% | Add |
| T. Rowe Price Associates history | 188.83K | $2.80K | 0.00% | Add |
Q4 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 28.15M | $346.19M | 0.01% | Add |
| Vanguard Group history | 19.41M | $238.75M | 0.00% | Add |
| Geode Capital Management history | 4.13M | $50.75M | 0.00% | Add |
| Morgan Stanley history | 3.60M | $44.29M | 0.00% | Add |
| Charles Schwab Investment Management history | 3.35M | $41.16M | 0.01% | Reduce |
| UBS Group AG history | 3.04M | $37.34M | 0.01% | Reduce |
| Goldman Sachs Group history | 1.59M | $19.60M | 0.00% | Add |
| Northern Trust Corp history | 1.55M | $19.05M | 0.00% | Add |
| Bank of America Corp history | 1.29M | $15.89M | 0.00% | Reduce |
| Citadel Advisors history | 1.13M | $13.95M | 0.00% | Reduce |
| BNY Mellon history | 1.13M | $13.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.00M | $12.33M | 0.00% | Reduce |
| Principal Global Investors history | 822.79K | $10.12M | 0.01% | Add |
| Legal & General Investment Management America history | 718.54K | $8.84M | 0.00% | Add |
| Invesco Ltd history | 682.04K | $8.39M | 0.00% | Add |
| Two Sigma Investments history | 631.66K | $7.77M | 0.01% | Reduce |
| PSP Investments history | 597.40K | $7.35M | 0.03% | New |
| Renaissance Technologies history | 550.50K | $6.77M | 0.01% | Add |
| Citigroup Inc history | 482.72K | $5.94M | 0.00% | Add |
| Wells Fargo & Co history | 415.65K | $5.11M | 0.00% | Add |
| Balyasny Asset Management history | 269.34K | $3.31M | 0.00% | Add |
| Prudential Financial history | 161.93K | $1.99M | 0.00% | Add |
| Point72 Asset Management history | 151.90K | $1.87M | 0.00% | New |
| Deutsche Bank AG history | 148.76K | $1.83M | 0.00% | Reduce |
| Manulife Financial history | 81.17K | $998.35K | 0.00% | Reduce |
| Janus Henderson Group history | 74.29K | $914.09K | 0.00% | Hold |
| MFS Investment Management history | 47.66K | $586.22K | 0.00% | Reduce |
| Franklin Resources history | 39.34K | $483.92K | 0.00% | Reduce |
| AQR Capital Management history | 38.06K | $468.10K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 28.58K | $351.56K | 0.00% | Add |
| D. E. Shaw & Co history | 28.42K | $349.59K | 0.00% | Reduce |
| PNC Financial Services history | 3.16K | $38.90K | 0.00% | Add |
| T. Rowe Price Associates history | 167.83K | $2.06K | 0.00% | Reduce |
Q3 2025 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.78M | $196.31M | 0.00% | Reduce |
| BlackRock Inc history | 15.46M | $170.70M | 0.00% | Reduce |
| UBS Group AG history | 4.38M | $48.39M | 0.01% | Reduce |
| Geode Capital Management history | 3.92M | $43.24M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 3.56M | $39.34M | 0.01% | Add |
| Franklin Resources history | 2.75M | $30.34M | 0.01% | Hold |
| Morgan Stanley history | 2.37M | $26.13M | 0.00% | Add |
| Bank of America Corp history | 1.57M | $17.29M | 0.00% | Add |
| Northern Trust Corp history | 1.54M | $17.00M | 0.00% | Hold |
| Citadel Advisors history | 1.49M | $16.42M | 0.00% | Add |
| Goldman Sachs Group history | 1.37M | $15.15M | 0.00% | Add |
| JPMorgan Chase & Co history | 1.24M | $13.73M | 0.00% | Add |
| Two Sigma Investments history | 1.19M | $13.11M | 0.02% | Reduce |
| Deutsche Bank AG history | 717.21K | $7.92M | 0.00% | Reduce |
| BNY Mellon history | 599.76K | $6.62M | 0.00% | Reduce |
| Legal & General Investment Management America history | 517.73K | $5.72M | 0.00% | Reduce |
| Renaissance Technologies history | 470.70K | $5.20M | 0.01% | Reduce |
| Wells Fargo & Co history | 358.02K | $3.95M | 0.00% | Add |
| Invesco Ltd history | 261.48K | $2.89M | 0.00% | Add |
| Citigroup Inc history | 169.72K | $1.87M | 0.00% | Reduce |
| Manulife Financial history | 86.14K | $950.99K | 0.00% | Reduce |
| Balyasny Asset Management history | 85.41K | $942.93K | 0.00% | Reduce |
| Janus Henderson Group history | 74.29K | $820.49K | 0.00% | Hold |
| MFS Investment Management history | 49.24K | $543.58K | 0.00% | Reduce |
| AQR Capital Management history | 34.43K | $380.08K | 0.00% | Add |
| D. E. Shaw & Co history | 31.77K | $350.79K | 0.00% | Reduce |
| Millennium Management history | 31.35K | $346.15K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 28.32K | $312.62K | 0.00% | Add |
| Prudential Financial history | 22.55K | $248.92K | 0.00% | Reduce |
| Marshall Wace history | 20.57K | $227.10K | 0.00% | Reduce |
| Principal Global Investors history | 12.17K | $134.34K | 0.00% | Add |
| PNC Financial Services history | 563 | $6.21K | 0.00% | Reduce |
| T. Rowe Price Associates history | 172.81K | $1.91K | 0.00% | Add |
Q2 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.96M | $190.96M | 0.00% | Add |
| BlackRock Inc history | 15.61M | $165.93M | 0.00% | Add |
| UBS Group AG history | 5.41M | $57.56M | 0.01% | Reduce |
| Geode Capital Management history | 4.09M | $43.52M | 0.00% | Add |
| Charles Schwab Investment Management history | 3.48M | $37.02M | 0.01% | Reduce |
| Franklin Resources history | 2.74M | $29.18M | 0.01% | Add |
| Morgan Stanley history | 1.71M | $18.20M | 0.00% | Reduce |
| Northern Trust Corp history | 1.54M | $16.33M | 0.00% | Add |
| Bank of America Corp history | 1.49M | $15.83M | 0.00% | Add |
| Two Sigma Investments history | 1.42M | $15.12M | 0.03% | Reduce |
| Millennium Management history | 1.16M | $12.33M | 0.01% | New |
| Citadel Advisors history | 1.10M | $11.74M | 0.00% | Reduce |
| Goldman Sachs Group history | 1.10M | $11.67M | 0.00% | Reduce |
| Deutsche Bank AG history | 835.24K | $8.88M | 0.00% | Add |
| Renaissance Technologies history | 686.50K | $7.30M | 0.01% | Reduce |
| BNY Mellon history | 609.78K | $6.48M | 0.00% | Add |
| Legal & General Investment Management America history | 530.07K | $5.63M | 0.00% | Add |
| JPMorgan Chase & Co history | 489.78K | $5.21M | 0.00% | Reduce |
| Citigroup Inc history | 321.21K | $3.41M | 0.00% | Add |
| Wells Fargo & Co history | 276.75K | $2.94M | 0.00% | Add |
| Point72 Asset Management history | 265.34K | $2.82M | 0.01% | New |
| Invesco Ltd history | 248.64K | $2.64M | 0.00% | Add |
| Marshall Wace history | 221.49K | $2.35M | 0.00% | Add |
| MFS Investment Management history | 193.70K | $2.06M | 0.00% | New |
| Prudential Financial history | 170.66K | $1.81M | 0.00% | Add |
| Balyasny Asset Management history | 122.41K | $1.30M | 0.00% | Add |
| Manulife Financial history | 91.15K | $968.91K | 0.00% | Add |
| Janus Henderson Group history | 74.29K | $789.29K | 0.00% | Hold |
| D. E. Shaw & Co history | 32.74K | $348.06K | 0.00% | New |
| AQR Capital Management history | 27.09K | $287.91K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 18.61K | $197.87K | 0.00% | Reduce |
| Principal Global Investors history | 11.84K | $125.90K | 0.00% | Add |
| PNC Financial Services history | 3.19K | $33.87K | 0.00% | Reduce |
| T. Rowe Price Associates history | 164.71K | $1.75K | 0.00% | Add |
Q1 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 17.74M | $194.25M | 0.00% | Reduce |
| BlackRock Inc history | 15.32M | $167.78M | 0.00% | Reduce |
| UBS Group AG history | 5.52M | $60.50M | 0.01% | Add |
| Geode Capital Management history | 4.05M | $44.30M | 0.00% | Add |
| Charles Schwab Investment Management history | 3.69M | $40.38M | 0.01% | Add |
| Franklin Resources history | 2.71M | $29.68M | 0.01% | Hold |
| Two Sigma Investments history | 2.21M | $24.17M | 0.05% | Add |
| Morgan Stanley history | 1.80M | $19.69M | 0.00% | Reduce |
| Northern Trust Corp history | 1.52M | $16.61M | 0.00% | Reduce |
| Bank of America Corp history | 1.44M | $15.81M | 0.00% | Add |
| Goldman Sachs Group history | 1.29M | $14.13M | 0.00% | Reduce |
| Citadel Advisors history | 1.27M | $13.89M | 0.00% | Add |
| Renaissance Technologies history | 1.13M | $12.42M | 0.02% | Add |
| Deutsche Bank AG history | 829.24K | $9.08M | 0.00% | Add |
| BNY Mellon history | 576.29K | $6.31M | 0.00% | Add |
| Legal & General Investment Management America history | 519.72K | $5.69M | 0.00% | Add |
| JPMorgan Chase & Co history | 505.71K | $5.54M | 0.00% | Reduce |
| Wells Fargo & Co history | 255.94K | $2.80M | 0.00% | Add |
| Invesco Ltd history | 232.54K | $2.55M | 0.00% | Add |
| Citigroup Inc history | 141.99K | $1.55M | 0.00% | Reduce |
| Balyasny Asset Management history | 90.84K | $994.65K | 0.00% | Add |
| Manulife Financial history | 84.31K | $923.24K | 0.00% | Add |
| Janus Henderson Group history | 74.29K | $825.69K | 0.00% | Hold |
| AQR Capital Management history | 72.21K | $789.25K | 0.00% | Reduce |
| Marshall Wace history | 31.00K | $339.49K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 22.44K | $245.75K | 0.00% | Reduce |
| Prudential Financial history | 12.69K | $138.91K | 0.00% | Add |
| Principal Global Investors history | 11.52K | $126.18K | 0.00% | New |
| PNC Financial Services history | 3.61K | $39.53K | 0.00% | Reduce |
| T. Rowe Price Associates history | 154.49K | $1.69K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 977.01K sh · $13.37M
- Balyasny Asset Management 116.48K sh · $1.58M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 74.29K sh · $1.10M
- Millennium Management sold 56.74K sh · $842.05K
- MFS Investment Management sold 14.88K sh · $220.83K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 26.48M | 25.75M | 28.15M | 15.46M | 15.61M | 15.32M | 15.81M | 14.71M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 4.34M | 4.09M | 4.13M | 3.92M | 4.09M | 4.05M | 3.93M | 3.79M | 2.54M | 1.71M | 1.68M | 1.73M | 1.72M | 1.63M | 1.60M | 1.52M | 1.52M | 1.46M | 1.83M | 1.84M |
| Charles Schwab Investment Management | 3.09M | 3.34M | 3.35M | 3.56M | 3.48M | 3.69M | 3.47M | 3.02M | 2.51M | 1.95M | 1.62M | 1.34M | 1.38M | 1.37M | 1.35M | 1.33M | 1.25M | 1.21M | 1.17M | 1.14M |
| Invesco Ltd | 2.66M | 2.02M | 682.04K | 261.48K | 248.64K | 232.54K | 224.84K | 196.70K | 273.73K | 632.27K | 553.91K | 229.83K | 606.51K | 641.28K | 834.51K | 679.06K | 871.43K | 785.74K | 669.02K | 675.58K |
| Morgan Stanley | 2.50M | 2.66M | 3.60M | 2.37M | 1.71M | 1.80M | 2.30M | 2.00M | 2.67M | 4.13M | 4.62M | 2.21M | 649.91K | 576.38K | 581.84K | 525.77K | 815.26K | 271.24K | 285.90K | 310.23K |
| Bank of America Corp | 2.38M | 2.73M | 1.29M | 1.57M | 1.49M | 1.44M | 736.11K | 460.88K | 380.68K | 187.57K | 246.52K | 839.61K | 167.50K | 159.67K | 169.75K | 209.27K | 219.79K | 215.09K | 249.01K | 260.52K |
| Northern Trust Corp | 1.92M | 1.62M | 1.55M | 1.54M | 1.54M | 1.52M | 1.53M | 1.42M | 505.06K | 495.50K | 522.04K | 1.20M | 1.23M | 1.41M | 1.13M | 872.58K | 825.29K | 792.42K | 811.86K | 844.91K |
| Citadel Advisors | 1.69M | 5.60M | 1.13M | 1.49M | 1.10M | 1.27M | 1.08M | 5.94M | 533.82K | 610.54K | 515.83K | 684.49K | 114.61K | 157.45K | 140.93K | 137.24K | 15.20K | 13.60K | 81.82K | 40.63K |
| Goldman Sachs Group | 1.55M | 1.51M | 1.59M | 1.37M | 1.10M | 1.29M | 1.51M | 1.47M | 866.69K | 789.39K | 1.46M | 1.31M | 171.69K | 148.34K | 325.01K | 350.43K | 332.19K | 296.39K | 282.51K | 259.82K |
| UBS Group AG | 1.38M | 1.01M | 3.04M | 4.38M | 5.41M | 5.52M | 2.88M | 406.12K | 299.55K | 303.46K | 244.52K | 49.94K | 79.38K | 72.50K | 59.13K | 52.57K | 46.24K | 42.38K | 46.95K | 47.83K |
| Principal Global Investors | 1.34M | 1.29M | 822.79K | 12.17K | 11.84K | 11.52K | — | 11.56K | 10.90K | — | — | — | 436.94K | 463.96K | 459.08K | 456.57K | 458.07K | 371.41K | 371.29K | 525.97K |
| BNY Mellon | 1.09M | 1.09M | 1.13M | 599.76K | 609.78K | 576.29K | 548.05K | 655.44K | 638.16K | 517.95K | 556.66K | 821.70K | 1.58M | 1.60M | 1.63M | 1.56M | 1.58M | 1.48M | 1.47M | 1.47M |
| JPMorgan Chase & Co | 977.01K | — | 1.00M | 1.24M | 489.78K | 505.71K | 900.83K | 308.54K | 1.27M | 1.64M | 1.23M | 1.55M | 683.92K | 497.50K | 607.74K | 676.68K | 669.12K | 726.78K | 655.09K | 796.19K |
| Wells Fargo & Co | 646.67K | 493.19K | 415.65K | 358.02K | 276.75K | 255.94K | 135.16K | 109.41K | 62.41K | 13.52K | 17.96K | 67.51K | 44.70K | 45.35K | 107.88K | 111.21K | 117.16K | 161.40K | 170.91K | 2.86M |
| Legal & General Investment Management America | 637.10K | 644.77K | 718.54K | 517.73K | 530.07K | 519.72K | 492.24K | 448.24K | 386.70K | 483.53K | 455.74K | 428.74K | 553.53K | 535.28K | 531.83K | 513.84K | 503.60K | 521.74K | 542.66K | 548.83K |
| PSP Investments | 593.11K | 617.54K | 597.40K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Renaissance Technologies | 532.20K | 663.20K | 550.50K | 470.70K | 686.50K | 1.13M | 500.60K | 261.00K | — | 281.60K | 1.46M | 1.09M | 286.30K | 335.60K | 204.60K | 428.50K | 400.10K | 204.70K | 278.00K | 353.80K |
| Citigroup Inc | 434.34K | 472.81K | 482.72K | 169.72K | 321.21K | 141.99K | 151.58K | 137.00K | 70.55K | 86.50K | 55.90K | 12.32K | 12.38K | 148.42K | 151.96K | 165.31K | 149.58K | 125.40K | 103.38K | 59.56K |
| Arrowstreet Capital | 432.96K | 48.11K | — | — | — | — | 24.41K | 119.52K | 388.67K | 1.31M | 1.01M | 450.20K | — | — | 67.16K | 173.66K | 11.87K | — | 25.79K | — |
| Prudential Financial | 425.84K | 280.31K | 161.93K | 22.55K | 170.66K | 12.69K | 12.07K | 12.07K | 12.50K | — | — | — | 72.88K | 105.58K | 118.08K | 44.37K | 60.98K | 369.86K | 365.75K | 243.71K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details