(HEPS) Institutional Ownership Changes & 13F Activity

HEPS. Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC and Polen Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q3 2025Renaissance Technologies LLCSell-137,512118,188$317,926
Q2 2025Polen Capital ManagementBuy114,817114,817$310,006
Q2 2025Renaissance Technologies LLCSell-91,800255,700$690,390
Q1 2025Renaissance Technologies LLCSell-260,200347,500$990,375
Q4 2024Renaissance Technologies LLCSell-506,100607,700$1,841,331
Q3 2024Renaissance Technologies LLCBuy421,6001,113,800$2,517,188
Q2 2024Renaissance Technologies LLCSell-368,950692,200$1,529,762
Q1 2024Renaissance Technologies LLCBuy9,1501,061,150$1,592
Q4 2023Renaissance Technologies LLCBuy316,8011,052,000$1,894
Q3 2023Renaissance Technologies LLCSell-193,311735,199$978
Q2 2023Renaissance Technologies LLCBuy403,910928,510$1,560
Q1 2023Renaissance Technologies LLCSell-254,500524,600$703
Q4 2022Renaissance Technologies LLCSell-10,500779,100$514
Q3 2022Renaissance Technologies LLCSell-171,776789,600$761
Q2 2022Renaissance Technologies LLCBuy265,525961,376$585
Q4 2021Renaissance Technologies LLCBuy695,851695,851$1,329

Frequently asked questions about HEPS activity

  • Which institutional owners are buying HEPS?

    Institutional owners buying HEPS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in HEPS activity?

    "Buy" means an investor increased their reported position in HEPS compared to the prior reporting period. This reflects growing exposure to HEPS rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in HEPS increasing?

    Institutional interest in HEPS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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