HLLY Institutional Ownership
Holley Inc.
1W: +2.8%
1M: +7.0%
3M: -6.8%
YTD: -37.4%
1Y: -12.8%
3Y: -40.3%
5Y: -76.6%
$2.58
+0.02 (+0.78%)
Weekly Expected Move ±6.2%
$2
$2
$3
$3
$3
Credit Risk of going bust: higher than 85% of companies Debt: 63.2% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the second-riskiest tenth, about 1 in 87 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.35 (down 87%), Holley Inc. would be worth roughly what it owes.
Total debt $533.3M against a stock market value of $310.0M.
Distance to default 2.13 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $267.5M (short-term plus half of long-term), stock volatility 62.4%; Altman Z 1.26. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.35 (down 87%), Holley Inc. would be worth roughly what it owes.
Total debt $533.3M against a stock market value of $310.0M.
Distance to default 2.13 (Merton model): prices to 2026-10-27, balance sheet 2026-06-28, debt counted $267.5M (short-term plus half of long-term), stock volatility 62.4%; Altman Z 1.26. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — HLLY
158
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
$188M
Total Invested
23
New Positions
41
Increased
78
Reduced
25
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (179 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments Holdings, | 9,807,451 | $25M | -16,452 | -0.2% | 19Q | SEC ↗ |
| 2 | Boston Partners | 7,005,583 | $18M | +391,043 | +5.9% | 7Q | SEC ↗ |
| 3 | BlackRock, Inc. | 5,631,764 | $15M | +758,695 | +15.6% | 8Q | SEC ↗ |
| 4 | WASATCH ADVISORS LP | 4,887,038 | $13M | +1,269,256 | +35.1% | 4Q | SEC ↗ |
| 5 | Blue Owl Capital Holdings LP | 4,376,888 | $11M | +140,000 | +3.3% | 8Q | SEC ↗ |
| 6 | BAMCO INC /NY | 3,250,000 | $8M | — | +0.0% | 20Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 3,151,020 | $8M | +26,578 | +0.9% | 2Q | SEC ↗ |
| 8 | DIMENSIONAL FUND ADVISORS LP | 2,894,741 | $7M | +447,475 | +18.3% | 13Q | SEC ↗ |
| 9 | CLEARLAKE CAPITAL GROUP, L.P. | 2,750,000 | $7M | — | +0.0% | 20Q | SEC ↗ |
| 10 | Hillsdale Investment Management Inc. | 2,021,361 | $5M | +91,900 | +4.8% | 4Q | SEC ↗ |
| 11 | BANK OF AMERICA CORP /DE | 1,818,851 | $5M | -63,515 | -3.4% | 15Q | SEC ↗ |
| 12 | FRANKLIN RESOURCES INC | 1,809,963 | $5M | +443,302 | +32.4% | 6Q | SEC ↗ |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1,746,533 | $5M | +197,047 | +12.7% | 20Q | SEC ↗ |
| 14 | Russell Investments Group, Ltd. | 1,586,315 | $4M | -169,289 | -9.6% | 10Q | SEC ↗ |
| 15 | STATE STREET CORP | 1,450,443 | $4M | +84,802 | +6.2% | 20Q | SEC ↗ |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,318,247 | $3M | -328,501 | -19.9% | 4Q | SEC ↗ |
| 17 | MORGAN STANLEY | 1,294,586 | $3M | -32,707 | -2.5% | 20Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 1,170,961 | $3M | +861,817 | +278.8% | 15Q | SEC ↗ |
| 19 | Skylands Capital, LLC | 1,069,829 | $3M | +75,979 | +7.6% | 20Q | SEC ↗ |
| 20 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 995,316 | $3M | +31,746 | +3.3% | 9Q | SEC ↗ |
| 21 | D. E. Shaw & Co., Inc. | 952,620 | $2M | -254,530 | -21.1% | 4Q | SEC ↗ |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | 938,880 | $2M | +82,294 | +9.6% | 2Q | SEC ↗ |
| 23 | TWO SIGMA INVESTMENTS, LP | 888,208 | $2M | -147,795 | -14.3% | 5Q | SEC ↗ |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 747,400 | $2M | -125,700 | -14.4% | 12Q | SEC ↗ |
| 25 | PANAGORA ASSET MANAGEMENT INC | 602,000 | $2M | +465,016 | +339.5% | 3Q | SEC ↗ |
| 26 | Empowered Funds, LLC | 588,016 | $2M | +31,746 | +5.7% | 9Q | SEC ↗ |
| 27 | SEI INVESTMENTS CO | 577,115 | $1M | +98,120 | +20.5% | 15Q | SEC ↗ |
| 28 | NORTHERN TRUST CORP | 569,929 | $1M | +29,099 | +5.4% | 20Q | SEC ↗ |
| 29 | Mink Brook Asset Management LLC | 551,738 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 506,770 | $1M | -281 | -0.1% | 15Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 506,770 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | First Eagle Investment Management, LLC | 455,797 | $1M | -25,000 | -5.2% | 8Q | SEC ↗ |
| 33 | AQR CAPITAL MANAGEMENT LLC | 446,330 | $1M | -402,509 | -47.4% | 11Q | SEC ↗ |
| 34 | MARSHALL WACE, LLP | 418,694 | $1M | -349,014 | -45.5% | 4Q | SEC ↗ |
| 35 | NORGES BANK NEW | 412,500 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 408,317 | $1M | +24,863 | +6.5% | 2Q | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 401,849 | $1M | -352,270 | -46.7% | 3Q | SEC ↗ |
| 38 | Vanguard Global Advisers, LLC | 340,868 | $879K | +233,191 | +216.6% | 2Q | SEC ↗ |
| 39 | ADVISORY RESEARCH INC | 315,821 | $815K | -10,740 | -3.3% | 4Q | SEC ↗ |
| 40 | Bank of New York Mellon Corp | 272,525 | $703K | +20,127 | +8.0% | 20Q | SEC ↗ |
| 41 | Penn Capital Management Company, LLC NEW | 246,360 | $636K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Nuveen, LLC | 223,541 | $577K | -12,479 | -5.3% | 6Q | SEC ↗ |
| 43 | ExodusPoint Capital Management, LP NEW | 202,774 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Parafestas Anastasios NEW | 166,000 | $428K | — | +0.0% | 1Q | SEC ↗ |
| 45 | JACOBS LEVY EQUITY MANAGEMENT, INC | 140,738 | $363K | +18,795 | +15.4% | 3Q | SEC ↗ |
| 46 | STATE OF WISCONSIN INVESTMENT BOARD | 132,800 | $343K | -21,810 | -14.1% | 4Q | SEC ↗ |
| 47 | Invesco Ltd. | 124,638 | $322K | +15,748 | +14.5% | 17Q | SEC ↗ |
| 48 | AMERICAN CENTURY COMPANIES INC | 120,626 | $311K | -12,670 | -9.5% | 11Q | SEC ↗ |
| 49 | WELLS FARGO & COMPANY/MN | 110,686 | $286K | +42,449 | +62.2% | 20Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 93,357 | $241K | +8,275 | +9.7% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 506,770 | $1M |
| NORGES BANK | 412,500 | $1M |
| Penn Capital Management Company, LL | 246,360 | $636K |
| ExodusPoint Capital Management, LP | 202,774 | $523K |
| Parafestas Anastasios | 166,000 | $428K |
| Western Standard LLC | 92,896 | $240K |
| XTX Topco Ltd | 71,018 | $183K |
| Engineers Gate Manager LP | 70,176 | $181K |
| EntryPoint Capital, LLC | 48,574 | $125K |
| DIVERSIFIED TRUST CO | 38,530 | $99K |
| BOOTHBAY FUND MANAGEMENT, LLC | 24,829 | $64K |
| ROYAL BANK OF CANADA | 16,898 | $44K |
| M&T Bank Corp | 11,960 | $31K |
| Bogart Wealth, LLC | 5,000 | $13K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,794 | $10K |
| SUMMIT SECURITIES GROUP LLC | 3,388 | $9K |
| Aquatic Capital Management LLC | 2,801 | $7K |
| Integrated Wealth Concepts LLC | 1,555 | $4K |
| SIMPLEX TRADING, LLC | 1,122 | $3K |
| Buck Wealth Strategies, LLC | 460 | $1K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ALGERT GLOBAL LLC | 709,202 | $2M |
| MILLENNIUM MANAGEMENT LLC | 694,893 | $2M |
| CenterBook Partners LP | 469,293 | $1M |
| JANE STREET GROUP, LLC | 237,439 | $613K |
| Informed Momentum Co LLC | 203,929 | $526K |
| FORMULA GROWTH LTD | 138,520 | $357K |
| Point72 Asset Management, L.P. | 125,921 | $325K |
| State of Wyoming | 125,425 | $324K |
| Squarepoint Ops LLC | 114,356 | $295K |
| POLEN CAPITAL MANAGEMENT LLC | 77,032 | $199K |
| Quantbot Technologies LP | 55,899 | $144K |
| Verition Fund Management LLC | 47,831 | $123K |
| SG Americas Securities, LLC | 47,575 | $123K |
| Brevan Howard Capital Management LP | 44,755 | $115K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 34,912 | $90K |
| Sonoma Allocations LLC | 29,413 | $76K |
| Mariner, LLC | 28,953 | $75K |
| IEQ CAPITAL, LLC | 27,477 | $71K |
| Balyasny Asset Management L.P. | 24,650 | $64K |
| Quadrature Capital Ltd | 21,420 | $55K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WASATCH ADVISORS LP | +1,269,256 | +35.1% | 4,887,038 |
| GOLDMAN SACHS GROUP INC | +861,817 | +278.8% | 1,170,961 |
| BlackRock, Inc. | +758,695 | +15.6% | 5,631,764 |
| PANAGORA ASSET MANAGEMENT INC | +465,016 | +339.5% | 602,000 |
| DIMENSIONAL FUND ADVISORS LP | +447,475 | +18.3% | 2,894,741 |
| FRANKLIN RESOURCES INC | +443,302 | +32.4% | 1,809,963 |
| Boston Partners | +391,043 | +5.9% | 7,005,583 |
| Vanguard Global Advisers, LLC | +233,191 | +216.6% | 340,868 |
| GEODE CAPITAL MANAGEMENT, LLC | +197,047 | +12.7% | 1,746,533 |
| Blue Owl Capital Holdings LP | +140,000 | +3.3% | 4,376,888 |
| SEI INVESTMENTS CO | +98,120 | +20.5% | 577,115 |
| Hillsdale Investment Management Inc | +91,900 | +4.8% | 2,021,361 |
| STATE STREET CORP | +84,802 | +6.2% | 1,450,443 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +82,294 | +9.6% | 938,880 |
| Skylands Capital, LLC | +75,979 | +7.6% | 1,069,829 |
| WELLS FARGO & COMPANY/MN | +42,449 | +62.2% | 110,686 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +31,746 | +3.3% | 995,316 |
| Empowered Funds, LLC | +31,746 | +5.7% | 588,016 |
| CITIGROUP INC | +30,963 | +347.2% | 39,881 |
| MetLife Investment Management, LLC | +30,646 | +159.9% | 49,811 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -539,511 | -94.2% | 33,176 |
| AQR CAPITAL MANAGEMENT LLC | -402,509 | -47.4% | 446,330 |
| Qube Research & Technologies Ltd | -352,270 | -46.7% | 401,849 |
| MARSHALL WACE, LLP | -349,014 | -45.5% | 418,694 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -328,501 | -19.9% | 1,318,247 |
| D. E. Shaw & Co., Inc. | -254,530 | -21.1% | 952,620 |
| PRUDENTIAL FINANCIAL INC | -190,300 | -94.3% | 11,430 |
| Russell Investments Group, Ltd. | -169,289 | -9.6% | 1,586,315 |
| TWO SIGMA INVESTMENTS, LP | -147,795 | -14.3% | 888,208 |
| RENAISSANCE TECHNOLOGIES LLC | -125,700 | -14.4% | 747,400 |
| Creative Planning | -84,398 | -79.6% | 21,653 |
| UBS Group AG | -81,061 | -50.1% | 80,715 |
| BNP PARIBAS FINANCIAL MARKETS | -67,342 | -48.7% | 71,052 |
| BANK OF AMERICA CORP /DE | -63,515 | -3.4% | 1,818,851 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -41,120 | -42.7% | 55,266 |
| MORGAN STANLEY | -32,707 | -2.5% | 1,294,586 |
| First Eagle Investment Management, | -25,000 | -5.2% | 455,797 |
| STATE OF WISCONSIN INVESTMENT BOARD | -21,810 | -14.1% | 132,800 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -17,731 | -60.2% | 11,732 |
| Centiva Capital, LP | -16,844 | -38.4% | 27,057 |