Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

307 institutional holders +31 vs Q3 2022
60,249,44360.2m shares reported held*
$2.6bnreported value*
40 new 89 added 118 reduced 16 sold out net sold ≈ $13.5m (-315.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $42.67. Options: 6 managers hold calls ($1.9m notional), 4 hold puts ($1.0m).

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307307Q3 22Q4 22
Numbers
QuarterHolders
Q3 2022276
Q4 2022307

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5m$2mQ3 22 calls: $1.5mQ3 22 puts: $981.0kQ3 22P/C 0.67Q4 22 calls: $1.9mQ4 22 puts: $1.0mQ4 22P/C 0.54
Numbers
QuarterCallsPutsP/C
Q3 2022$1.5m$981.0k0.67
Q4 2022$1.9m$1.0m0.54

Biggest buyers

GOLDMAN SACHS GROUP INC Added +803,913+803.9k
VICTORY CAPITAL MANAGEMENT INC Added +438,427+438.4k
Boston Partners Added +268,451+268.5k
P SCHOENFELD ASSET MANAGEMENT LP New +160,000+160.0k
LSV ASSET MANAGEMENT Added +131,711+131.7k
Channing Capital Management, LLC Added +126,512+126.5k
Allspring Global Investments Holdings, LLC Added +124,772+124.8k
HRT FINANCIAL LP Added +100,188+100.2k
CITADEL ADVISORS LLC Added +81,522+81.5k
PUTNAM INVESTMENTS LLC Added +80,194+80.2k

Biggest sellers

JANUS HENDERSON GROUP PLC Reduced -1,244,824-1.2m
DEPRINCE RACE & ZOLLO INC Reduced -506,677-506.7k
Bernzott Capital Advisors Reduced -264,135-264.1k
DEUTSCHE BANK AG\ Reduced -130,485-130.5k
STATE STREET CORP Reduced -124,789-124.8k
Russell Investments Group, Ltd. Reduced -121,962-122.0k
Bank of New York Mellon Corp Reduced -110,912-110.9k
MILLENNIUM MANAGEMENT LLC Reduced -81,120-81.1k
Brookfield Corp /ON/ Sold out -69,162-69.2k
FRANKLIN RESOURCES INC Reduced -67,294-67.3k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $678.5k15.9k shares
GROUP ONE TRADING LLC New $537.6k12.6k shares
PEAK6 Investments LLC Added $520.6k12.2k shares
CITADEL ADVISORS LLC Reduced $162.1k3.8k shares
SIMPLEX TRADING, LLC Reduced $4.0k100 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $610.2k14.3k shares
PEAK6 Investments LLC Reduced $401.1k9.4k shares
SIMPLEX TRADING, LLC New $8.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-04-30 15.3% 10.8m 2025-04-30

Fell to 5% or below in the last year: FULLER & THALER ASSET MANAGEMENT, INC. (0.0%, 2026-02-17)

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 11,458,38511.5m $488.9m $488.9m 0.02% Added +69.0k +68,957
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,616,8527.6m $325.0m $325.0m 0.01% Added +18.9k +18,912
3 Clarkston Capital Partners, LLC 4.12% of their portfolio Rochester, MI 5,116,2205.1m $218.3m $218.3m 4.12% Added +26.4k +26,401
4 LSV ASSET MANAGEMENT 0.24% of their portfolio CHICAGO, IL 2,516,2892.5m $107.4m $107.4m 0.24% Added +131.7k +131,711
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,385,6052.4m $101.8m $101.8m 0.01% Reduced -124.8k -124,789
6 VICTORY CAPITAL MANAGEMENT INC 0.09% of their portfolio San Antonio, TX 1,887,6101.9m $80.5m $80.5m 0.09% Added +438.4k +438,427
7 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,506,2771.5m $64.3m $64.3m 0.02% Added +10.9k +10,885
8 JANUS HENDERSON GROUP PLC 0.04% of their portfolio LONDON, X0 1,373,1061.4m $58.6m $58.6m 0.04% Reduced -1.2m -1,244,824
9 Channing Capital Management, LLC 1.84% of their portfolio Chicago, IL 1,354,2541.4m $57.8m $57.8m 1.84% Added +126.5k +126,512
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,256,5951.3m $53.6m $53.6m 0.01% Added +49.8k +49,840
11 Allspring Global Investments Holdings, LLC 0.08% of their portfolio CHARLOTTE, NC 1,140,9611.1m $48.7m $48.7m 0.08% Added +124.8k +124,772
12 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,004,4911.0m $42.9m $42.9m 0.01% Added +803.9k +803,913
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 941,765941.8k $40.2m $40.2m 0.01% Reduced -110.9k -110,912
14 Boston Partners 0.05% of their portfolio BOSTON, MA 819,297819.3k $35.5m $35.5m 0.05% Added +268.5k +268,451
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio CHICAGO, IL 808,237808.2k $34.5m $34.5m 0.13% Reduced -31.0k -30,995
16 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 787,940787.9k $33.6m $33.6m 0.03% Reduced -6.8k -6,817
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 774,811774.8k $33.1m $33.1m 0.01% Added +8.7k +8,650
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 761,750761.8k $32.5m $32.5m 0.00% Added +25.4k +25,380
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 761,566761.6k $32.5m $32.5m 0.01% Added +8.9k +8,939
20 NORGES BANK 0.01% of their portfolio OSLO, Q8 708,304708.3k $30.2m $30.2m 0.01% Added +20.0k +20,017
21 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 702,529702.5k $30.0m $30.0m 0.02% Reduced -130.5k -130,485
22 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 580,875580.9k $24.8m $24.8m 0.01% Reduced -14.9k -14,858
23 Bernzott Capital Advisors 2.99% of their portfolio Camarillo, CA 541,768541.8k $23.1m $23.1m 2.99% Reduced -264.1k -264,135
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 529,100529.1k $22.6m $22.6m 0.01% Reduced -37.5k -37,490
25 DEPRINCE RACE & ZOLLO INC 0.46% of their portfolio Winter Park, FL 475,461475.5k $20.3m $20.3m 0.46% Reduced -506.7k -506,677
26 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 422,067422.1k $18.0m $18.0m 0.02% Reduced -1.8k -1,797
27 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 412,149412.1k $17.6m $17.6m 0.01% Reduced -67.3k -67,294
28 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.26% of their portfolio Stamford, CT 408,399408.4k $17.4m $17.4m 0.26% Reduced -24.8k -24,849
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 391,493391.5k $16.7m $16.7m 0.00% Reduced -58.4k -58,401
30 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 369,076369.1k $15.7m $15.7m 0.01% Reduced -18.3k -18,338
31 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 357,013357.0k $15.2m $15.2m 0.02% Added +28.9k +28,923
32 VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio ATLANTA, GA 335,129335.1k $14.3m $14.3m 0.02% Added +64.1k +64,148
33 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 318,230318.2k $13.6m $13.6m 0.08% Reduced -38.5k -38,518
34 Fi3 FINANCIAL ADVISORS, LLC 7.07% of their portfolio INDIANAPOLIS, IN 289,609289.6k $12.4m $12.4m 7.07% Added +80.1k +80,053
35 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 259,518259.5k $11.1m $11.1m 0.00% Added +4.0k +4,029
36 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 255,719255.7k $10.9m $10.9m 0.02% Reduced -28.5k -28,533
37 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 206,217206.2k $8.8m $8.8m 0.01% Reduced -2.4k -2,433
38 FINANCIAL COUNSELORS INC 0.20% of their portfolio Overland Park, KS 205,185205.2k $8.8m $8.8m 0.20% Added +121 +121
39 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 204,508204.5k $8.7m $8.7m 0.00% Reduced -660 -660
40 Legal & General Group Plc 0.00% of their portfolio London, X0 203,560203.6k $8.7m $8.7m 0.00% Added +2.7k +2,659
41 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 196,840196.8k $8.4m $8.4m 0.00% Added +16.8k +16,771
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 196,477196.5k $8.4m $8.4m 0.00% Added +25.2k +25,186
43 Keeley-Teton Advisors, LLC 1.00% of their portfolio Chicago, IL 189,238189.2k $8.1m $8.1m 1.00% Reduced -714 -714
44 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 187,459187.5k $8.0m $8.0m 0.01% Unchanged
45 ProShare Advisors LLC 0.03% of their portfolio BETHESDA, MD 182,674182.7k $7.8m $7.8m 0.03% Reduced -18.4k -18,444
46 GW HENSSLER & ASSOCIATES LTD 0.54% of their portfolio KENNESAW, GA 180,232180.2k $7.7m $7.7m 0.54% Added +1.2k +1,192
47 FIFTH THIRD BANCORP 0.04% of their portfolio CINCINNATI, OH 178,381178.4k $7.6m $7.6m 0.04% Added +905 +905
48 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 178,120178.1k $7.6m $7.6m 0.03% Reduced -36.2k -36,210
49 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 174,235174.2k $7.4m $7.4m 0.02% Added +14.2k +14,174
50 Swiss National Bank 0.01% of their portfolio ZURICH, V8 167,759167.8k $7.2m $7.2m 0.01% Reduced -2.3k -2,300
51 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 161,469161.5k $6.9m $6.9m 0.01% Added +319 +319
52 P SCHOENFELD ASSET MANAGEMENT LP 0.80% of their portfolio NEW YORK, NY 160,000160.0k $6.8m $6.8m 0.80% New
53 HRT FINANCIAL LP 0.10% of their portfolio NEW YORK, NY 159,672159.7k $6.8m $6.8m 0.10% Added +100.2k +100,188
54 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 156,458156.5k $6.7m $6.7m 0.02% Reduced -4.7k -4,710
55 Leeward Investments, LLC - MA 0.28% of their portfolio BOSTON, MA 146,534146.5k $6.3m $6.3m 0.28% Reduced -4.6k -4,639
56 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 143,262143.3k $6.1m $6.1m 0.02% Reduced -700 -700
57 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 130,167130.2k $5.6m $5.6m 0.01% Reduced -81.1k -81,120
58 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 126,362126.4k $5.4m $5.4m 0.04% Reduced -954 -954
59 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 126,061126.1k $5.4m $5.4m 0.01% Added +80.2k +80,194
60 Blue Trust, Inc. 0.07% of their portfolio BRENTWOOD, TN 113,235113.2k $4.2m $4.2m 0.07% Reduced -21.7k -21,682
61 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 105,464105.5k $4.5m $4.5m 0.01% Added +81.5k +81,522
62 Foundry Partners, LLC 0.24% of their portfolio MINNEAPOLIS, MN 100,001100.0k $4.3m $4.3m 0.24% Added +13.2k +13,240
63 BOKF, NA 0.08% of their portfolio TULSA, OK 98,08298.1k $4.2m $4.2m 0.08% Added +2.9k +2,873
64 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 94,39694.4k $4.0m $4.0m 0.00% Added +5.9k +5,914
65 PARADIGM CAPITAL MANAGEMENT INC/NY 0.26% of their portfolio ALBANY, NY 90,60090.6k $3.9m $3.9m 0.26% Unchanged
66 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 90,09790.1k $3.8m $3.8m 0.01% Reduced -122.0k -121,962
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 88,09788.1k $3.8m $3.8m 0.01% Reduced -971 -971
68 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 84,84284.8k $3.6m $3.6m 0.00% Reduced -1.6k -1,629
69 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 83,22683.2k $3.6m $3.6m 0.01% Reduced -37.2k -37,243
70 SEIZERT CAPITAL PARTNERS, LLC 0.18% of their portfolio BIRMINGHAM, MI 80,27480.3k $3.4m $3.4m 0.18% Reduced -7.1k -7,103
71 QUADRANT CAPITAL GROUP LLC 0.39% of their portfolio CINCINNATI, OH 80,05480.1k $3.4m $3.4m 0.39% Reduced -337 -337
72 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 79,12179.1k $3.4m $3.4m 0.00% Reduced -4.6k -4,559
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 77,46377.5k $3.3m $3.3m 0.00% Added +59.7k +59,684
74 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio HARRISBURG, PA 74,33574.3k $3.2m $3.2m 0.03% Added +11.1k +11,051
75 GW&K Investment Management, LLC 0.03% of their portfolio BOSTON, MA 73,91473.9k $3.2m $3.2m 0.03% Reduced -645 -645
76 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 73,05873.1k $3.1m $3.1m 0.01% Reduced -5.1k -5,101
77 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 72,76072.8k $3.1m $3.1m 0.01% Unchanged
78 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 71,24571.2k $3.0m $3.0m 0.01% Reduced -554 -554
79 Valeo Financial Advisors, LLC 0.16% of their portfolio CARMEL, IN 70,31570.3k $3.0m $3.0m 0.16% Added +117 +117
80 Ergoteles LLC 0.10% of their portfolio NEW YORK, NY 66,21266.2k $2.8m $2.8m 0.10% Added +32.9k +32,909
81 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 65,91765.9k $2.8m $2.8m 0.00% Reduced -363 -363
82 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 63,86563.9k $2.7m $2.7m 0.02% Added +3.0k +3,033
83 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 59,92959.9k $2.6m $2.6m 0.01% Added +363 +363
84 NFJ INVESTMENT GROUP, LLC 0.06% of their portfolio DALLAS, TX 57,66357.7k $2.5m $2.5m 0.06% Reduced -8.5k -8,460
85 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.04% of their portfolio Stamford, CT 56,22856.2k $2.4m $2.4m 0.04% Reduced -13.3k -13,292
86 Bullseye Investment Management, LLC 1.97% of their portfolio CINCINNATI, OH 55,83355.8k $2.4m $2.4m 1.97% New
87 GUYASUTA INVESTMENT ADVISORS INC 0.19% of their portfolio PITTSBURGH, PA 55,27955.3k $2.4m $2.4m 0.19% Unchanged
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 53,47453.5k $2.3m $2.3m 0.00% Added +30.3k +30,307
89 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 49,04449.0k $2.1m $2.1m 0.00% Added +9.4k +9,419
90 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 48,23048.2k $2.1m $2.1m 0.03% Added +91 +91
91 MCMORGAN & CO LLC 0.43% of their portfolio SAN FRANCISCO, CA 47,36447.4k $2.0m $2.0m 0.43% Added +2.3k +2,270
92 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 47,20047.2k $2.0m $2.0m 0.01% Reduced -6.5k -6,486
93 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 46,69546.7k $2.0m $2.0m 0.03% Reduced -3.3k -3,261
94 GHP Investment Advisors, Inc. 0.13% of their portfolio Denver, CO 45,75945.8k $2.0m $2.0m 0.13% Reduced -7.4k -7,410
95 Aldebaran Capital, LLC 2.00% of their portfolio CARMEL, IN 45,42945.4k $1.9m $1.9m 2.00% First filing
96 FMR LLC 0.00% of their portfolio BOSTON, MA 45,09245.1k $1.9m $1.9m 0.00% Added +17.7k +17,659
97 YOUSIF CAPITAL MANAGEMENT, LLC 0.03% of their portfolio BLOOMFIELD HILLS, MI 44,88044.9k $1.9m $1.9m 0.03% Reduced -11.2k -11,190
98 ZACKS INVESTMENT MANAGEMENT 0.03% of their portfolio Chicago, IL 43,41343.4k $1.9m $1.9m 0.03% Added +35.2k +35,209
99 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 43,09243.1k $1.8m $1.8m 0.10% Unchanged
100 COMERICA BANK 0.01% of their portfolio DALLAS, TX 41,10141.1k $1.9m $1.9m 0.01% Reduced -12.0k -12,040