Hennessy Capital InvestmentHVIIU
13F holders, Q1 2026 (March 31)3holders
0new positions
0sold out
$7.46avg. 13F price*
At the end of Q1 2026, 3 institutions reported holding Hennessy Capital Investment (HVIIU) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holders were Clear Street Group Inc. ($587K), Robinson Capital Management, LLC ($129K) and UBS Group AG ($1K).
- Company
- Hennessy Capital Investment
- CUSIP
- G4405D123
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 1,146 shares bought and 889 shares sold, net +257 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Clear Street Group Inc. | 0.00% | Add +1.4% | 84,077 | $587K |
| Robinson Capital Management, LLC | 0.06% | No change | 12,000 | $129K |
| UBS Group AG | 0.00% | Reduce -87.0% | 133 | $1K |
"% of holder's portfolio" is HVIIU's weight in each manager's 13F, not the share of Hennessy Capital Investment the manager owns.