HLFNX
Hennessy Large Cap Financial Fund
1W: -2.8%
1M: -7.8%
3M: -7.3%
YTD: -5.2%
1Y: -1.5%
3Y: +81.1%
5Y: +14.1%
$31.98
+0.09 (+0.28%)
Weekly Expected Move ±1.9%
$31
$31
$32
$33
$33
Institutional Ownership — HLFNX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Williams Jones Wealth Management, LLC. | 6,947 | 222K | -281 | -3.9% | 4Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Williams Jones Wealth Management, L | -281 | -3.9% | 6,947 |