Hennessy L/C Financial-InvHLFNX
13F holders, Q2 2026 (June 30)1holders
0new positions
0sold out
$33.14avg. 13F price*
At the end of Q2 2026, 1 institutions reported holding Hennessy L/C Financial-Inv (HLFNX) in their 13F filings, unchanged from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Williams Jones Wealth Management, LLC. ($230K).
- Company
- Hennessy L/C Financial-Inv
- CUSIP
- 42588P882
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 281 shares sold, net −281 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -3.9% | 6,947 | $230K |
"% of holder's portfolio" is HLFNX's weight in each manager's 13F, not the share of Hennessy L/C Financial-Inv the manager owns.