% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for HEGIY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | RHUMBLINE ADVISERS | 2,3682,368 | $41,911 | — | TRIM -25% |
| 2 | IMA Advisory Services, Inc. | 1818 | $318 | — | TRIM -28% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| RHUMBLINE ADVISERS | 22K | 7K | 6K | 3K | 3K | 2K | $41,911 |
| IMA Advisory Services, Inc. | — | — | — | — | 25 | 18 | $318 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| No filer increased its position this quarter. | |||
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| RHUMBLINE ADVISERS | −796 | $14,081 | TRIM |
| IMA Advisory Services, Inc. | −7 | $124 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 2 | 2,386 | — | $42,229 |
| 2025-Q4 | 2 | 3,189 | — | $56,728 |
| 2025-Q3 | 2 | 3,320 | — | $54,014 |
| 2025-Q2 | 2 | 6,195 | — | $88,959 |
| 2025-Q1 | 1 | 7,278 | — | $100,507 |
| 2024-Q4 | 2 | 22,013 | — | $318,747 |
| 2024-Q3 | 3 | 23,560 | — | $396,034 |
| 2024-Q2 | 2 | 21,498 | — | $326,982 |
| 2024-Q1 | 2 | 23,652 | — | $373,225 |
| 2023-Q4 | 2 | 23,708 | — | $442,862 |
| 2023-Q3 | 2 | 22,693 | — | $359,680 |
| 2023-Q2 | 2 | 21,264 | — | $445,144 |
| 2023-Q1 | 2 | 1,158 | — | $26,774 |
| 2022-Q4 | 1 | 1,112 | — | $29,528 |
| 2022-Q3 | 1 | 1,017 | — | $23,000 |
| 2022-Q2 | 1 | 1,199 | — | $28,000 |
| 2022-Q1 | 1 | 249 | — | $6,000 |
| 2021-Q2 | 1 | 26 | — | $1,000 |
| 2021-Q1 | 3 | 239,079 | — | $8M |
| 2020-Q4 | 3 | 201,688 | — | $7M |
| 2020-Q3 | 3 | 73,173 | — | $3M |
| 2020-Q2 | 3 | 109,930 | — | $4M |
| 2020-Q1 | 2 | 82,697 | — | $3M |
| 2019-Q4 | 3 | 63,599 | — | $2M |
| 2019-Q3 | 3 | 75,144 | — | $2M |
| 2019-Q2 | 4 | 79,864 | — | $3M |
| 2019-Q1 | 5 | 93,256 | — | $4M |
| 2018-Q4 | 2 | 18,070 | — | $657,000 |
| 2018-Q3 | 4 | 24,436 | — | $1M |
| 2018-Q2 | 3 | 24,161 | — | $1M |
| 2018-Q1 | 3 | 21,013 | — | $973,000 |
| 2017-Q4 | 3 | 15,466 | — | $857,000 |
| 2017-Q3 | 3 | 15,794 | — | $731,000 |
| 2017-Q2 | 2 | 8,130 | — | $299,000 |
| 2017-Q1 | 1 | 8,379 | — | $312,000 |
| 2016-Q4 | 1 | 8,468 | — | $311,000 |
| 2016-Q3 | 2 | 14,512 | — | $620,000 |
| 2016-Q2 | 2 | 15,001 | — | $635,000 |
| 2016-Q1 | 2 | 15,439 | — | $678,000 |
| 2015-Q4 | 2 | 13,931 | — | $652,000 |
| 2015-Q3 | 1 | 5,494 | — | $267,000 |
| 2015-Q2 | 1 | 5,494 | — | $326,000 |
| 2015-Q1 | 2 | 26,707 | — | $2M |
| 2014-Q4 | 3 | 38,137 | — | $2M |
| 2014-Q3 | 1 | 17,575 | — | $860,000 |
| 2014-Q2 | 3 | 22,125 | — | $1M |
| 2013-Q4 | 1 | 3,625 | — | $214,000 |
| 2013-Q3 | 1 | 3,625 | — | $212,000 |
| 2013-Q2 | 1 | 5,062 | — | $274,000 |
