Harbor Capital Apprecia-InstHACAX
13F holders, Q2 2024 (June 30)7holders +4
3new positions
0sold out
$116.87avg. 13F price*
At the end of Q2 2024, 7 institutions reported holding Harbor Capital Apprecia-Inst (HACAX) in their 13F filings, up 4 from Q1 2024. 3 opened new positions and 0 sold out. The largest holders were Silvercrest Asset Management Group LLC ($1.4M), Fairfield Financial Advisors, LTD ($564K) and Moody LYNN Lieberson & Walker, LLC ($326K).
- Company
- Harbor Capital Apprecia-Inst
- CUSIP
- 411511504
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.6M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 13,990 shares bought, net +13,990 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Silvercrest Asset Management Group LLC | 0.01% | New | 11,584 | $1.4M |
| Fairfield Financial Advisors, LTD | 0.17% | — | 4,826 | $564K |
| Moody LYNN Lieberson & Walker, LLC | 0.02% | No change | 2,790 | $326K |
| RFP Financial Group LLC | 0.09% | New | 2,181 | $255K |
| Roanoke Asset Management Corp./ NY | 0.08% | No change | 1,939 | $227K |
| Mfa Wealth Advisors, LLC | 0.01% | New | 225 | $26K |
| Tucker Asset Management LLC | 0.00% | No change | 90 | $10K |
"% of holder's portfolio" is HACAX's weight in each manager's 13F, not the share of Harbor Capital Apprecia-Inst the manager owns.