Hennessy Capital InvestmentHVIIU
13F holders, Q4 2025 (December 31)3holders −1
0new positions
1sold out
$7.46avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Hennessy Capital Investment (HVIIU) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holders were Clear Street Group Inc. ($578K), Robinson Capital Management, LLC ($127K) and UBS Group AG ($11K).
- Company
- Hennessy Capital Investment
- CUSIP
- G4405D123
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.1M |
All 13F filers, Q3 2025 → Q4 2025: 38,128 shares bought and 109,487 shares sold, net −71,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Clear Street Group Inc. | 0.00% | Add +81.8% | 82,931 | $578K |
| Robinson Capital Management, LLC | 0.05% | No change | 12,000 | $127K |
| UBS Group AG | 0.00% | Add +396.1% | 1,022 | $11K |
"% of holder's portfolio" is HVIIU's weight in each manager's 13F, not the share of Hennessy Capital Investment the manager owns.