Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
311 institutional managers reported holding HAE for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 55%. 49 opened new positions; 60 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 5.62M | 11.96% | $316.5M | trimmed -3.5% | ≤2013 |
| Vanguard Group | 5.05M | 10.75% | $284.4M | added +6% | ≤2013 |
| Neuberger Berman Group LLC | 3.56M | 7.58% | $200.6M | trimmed -7.9% | ≤2013 |
| AQR Capital | 3.36M | 7.14% | $189.0M | added +6.1% | 2016 Q2 |
| State Street | 1.77M | 3.77% | $99.8M | added +2.5% | ≤2013 |
| Arrowstreet Capital | 1.38M | 2.94% | $77.9M | unchanged | 2025 Q3 |
| River Road Asset Management, LLC | 1.33M | 2.83% | $74.8M | added +20.5% | 2025 Q1 |
| Dimensional Fund Advisors | 1.33M | 2.82% | $74.7M | added +21.3% | ≤2013 |
| FMR (Fidelity) | 1.28M | 2.71% | $71.9M | trimmed -3.8% | ≤2013 |
| Geode Capital | 1.22M | 2.59% | $68.7M | added +2% | ≤2013 |
| North Peak Capital Management, LLC (focused) | 999.0k | 2.13% | $56.3M | trimmed -9.4% | 2025 Q3 |
| Goldman Sachs | 952.8k | 2.03% | $53.7M | trimmed -22.3% | ≤2013 |
| Allspring Global Investments Holdings, LLC | 890.2k | 1.90% | $50.1M | trimmed -5.3% | 2021 Q4 |
| Royal Bank OF Canada | 858.0k | 1.83% | $48.3M | trimmed -11.3% | ≤2013 |
| Fort Washington Investment Advisors INC /OH/ | 841.0k | 1.79% | $47.4M | added +17.3% | 2024 Q2 |
| Invenomic Capital Management LP | 664.7k | 1.42% | $37.4M | opened | 2025 Q1 |
| UBS | 662.3k | 1.41% | $37.3M | trimmed -1.3% | ≤2013 |
| T. Rowe Price Investment Management, INC. | 597.2k | 1.27% | $33.6M | trimmed -29.6% | 2023 Q3 |
| Northern Trust | 579.3k | 1.23% | $32.6M | unchanged | ≤2013 |
| Charles Schwab Investment Management | 572.1k | 1.22% | $32.2M | added +4.2% | ≤2013 |
| Boston Partners | 556.7k | 1.19% | $31.4M | added +72.5% | 2021 Q2 |
| Bank OF America CORP /DE/ | 512.2k | 1.09% | $28.8M | added +6.2% | ≤2013 |
| Boston Trust Walden CORP | 501.9k | 1.07% | $28.3M | trimmed -13.6% | ≤2013 |
| Silvercrest Asset Management Group LLC | 491.7k | 1.05% | $27.7M | trimmed -14.3% | 2024 Q1 |
| Qube Research & Technologies LTD | 430.2k | 0.92% | $24.2M | added +216.8% | 2022 Q2 |
| T. Rowe Price | 420.3k | 0.89% | $23.7M | added +17% | ≤2013 |
| Franklin Resources | 400.9k | 0.85% | $22.6M | trimmed -13.6% | ≤2013 |
| Deutsche Bank AG\ | 358.9k | 0.76% | $20.2M | trimmed -10.7% | ≤2013 |
| London CO OF Virginia | 352.8k | 0.75% | $19.9M | added +33.9% | 2020 Q4 |
| Aristotle Capital Boston, LLC | 346.4k | 0.74% | $19.5M | trimmed -6.5% | 2020 Q3 |
| Marshall Wace | 320.0k | 0.68% | $18.0M | trimmed -26.1% | 2023 Q2 |
| BNY Mellon | 299.0k | 0.64% | $16.8M | trimmed -2% | ≤2013 |
| Morgan Stanley | 293.4k | 0.63% | $16.5M | trimmed -47.9% | ≤2013 |
| Citadel Advisors | 258.2k | 0.55% | $14.5M | trimmed -80% | 2017 Q4 |
| Citigroup INC | 251.9k | 0.54% | $14.2M | trimmed -55.7% | ≤2013 |
| Susquehanna International Group | 234.3k | 0.50% | $13.2M | added +237.6% | 2016 Q4 |
| Sio Capital Management, LLC | 220.7k | 0.47% | $12.4M | added +138.2% | 2025 Q1 |
| Trexquant Investment LP | 218.0k | 0.46% | $12.3M | added +73.7% | 2025 Q2 |
| Principal Financial Group INC | 205.5k | 0.44% | $11.6M | added +25.4% | ≤2013 |
| Wellington Management | 196.7k | 0.42% | $11.1M | trimmed -12.8% | ≤2013 |
| HRT Financial LP | 193.6k | 0.41% | $10.9M | added +67.1% | 2025 Q1 |
| Mizuho Markets Americas LLC | 192.3k | 0.41% | $10.8M | trimmed -30.9% | 2024 Q2 |
| SEI Investments CO | 191.8k | 0.41% | $10.8M | added +14.6% | 2014 Q1 |
| Nuveen | 191.0k | 0.41% | $10.8M | trimmed -18.6% | 2019 Q2 |
| D. E. Shaw | 190.7k | 0.41% | $10.7M | added +45% | 2025 Q4 |
| Janus Henderson | 186.2k | 0.40% | $10.5M | unchanged | 2021 Q2 |
| Assenagon Asset Management S.a. | 177.4k | 0.38% | $10.0M | added +131.9% | 2025 Q3 |
| Invesco | 177.2k | 0.38% | $10.0M | added +5% | ≤2013 |
| Jane Street | 153.0k | 0.33% | $8.6M | trimmed -70.9% | 2019 Q1 |
| Rhumbline Advisers | 139.8k | 0.30% | $7.9M | unchanged | ≤2013 |
Largest 50 of 311 shown; the full ranked, searchable register is at boothcheck.com/holders/HAE. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.