Institutional shares held 51.4 Million
0 calls
0 puts
Total value of holdings $1.56B
$0 calls
$0 puts
# of Institutions 132


Latest Institutional Activity in HDEF

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 1.8M ($54.7M)
Q4 2025
North Crest Asset Manangement, LLC Shares Held: 19.2K ($584K)
Q3 2025
Mercer Global Advisors Inc Shares Held: 1.83M ($55.6M)
Q3 2025
Morgan Stanley Shares Held: 1.23M ($37.2M)
Q3 2025
Assetmark, Inc Shares Held: 207K ($6.29M)

Top Sells

Q4 2025
Central Pacific Bank Trust Division Shares Held: 51K ($1.55M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 67.1K ($2.04M)
Q4 2025
Orgel Wealth Management, LLC Shares Held: 29.5K ($894K)
Q3 2025
Charles Schwab Investment Management Inc Shares Held: 29.4M ($892M)
Q3 2025
Ubs Group Ag Shares Held: 762K ($23.1M)

About HDEF

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