SIGNATUREFD, LLC has added 135,152 shares of $HELO to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $HELO.
$HELO Hedge Fund Activity
We have seen 208 institutional investors add shares of $HELO stock to their portfolio, and 58 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STRATEGIC FINANCIAL CONCEPTS, LLC removed 1,988,207 shares (-98.0%) from their portfolio in Q1 2025, for an estimated $118,656,193
- DYNASTY WEALTH MANAGEMENT, LLC added 1,025,631 shares (+inf%) to their portfolio in Q4 2024, for an estimated $63,630,147
- JPMORGAN CHASE & CO added 1,018,000 shares (+296.6%) to their portfolio in Q4 2024, for an estimated $63,156,720
- SAGESPRING WEALTH PARTNERS, LLC removed 945,951 shares (-99.5%) from their portfolio in Q1 2025, for an estimated $56,454,355
- ENVESTNET ASSET MANAGEMENT INC added 703,364 shares (+45.7%) to their portfolio in Q1 2025, for an estimated $41,976,763
- LPL FINANCIAL LLC added 596,418 shares (+99.9%) to their portfolio in Q4 2024, for an estimated $37,001,772
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 522,778 shares (+59.3%) to their portfolio in Q1 2025, for an estimated $31,199,391
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $HELO ticker page for more data.
