Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

280 institutional holders -27 vs Q4 2022
65,201,84765.2m shares reported held*
$3.1bnreported value*
20 new 89 added 109 reduced 43 sold out net bought ≈ $251.1m (+5.3m 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.55. Options: 6 managers hold calls ($3.0m notional), 4 hold puts ($1.1m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307Q1 23: 280280Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022276
Q4 2022307
Q1 2023280

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 129 bought or addedQ4 22: 134 cut or sold outQ4 22Q1 23: 109 bought or addedQ1 23: 152 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022129134
Q1 2023109152

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 22 calls: $1.5mQ3 22 puts: $981.0kQ3 22P/C 0.67Q4 22 calls: $1.9mQ4 22 puts: $1.0mQ4 22P/C 0.54Q1 23 calls: $3.0mQ1 23 puts: $1.1mQ1 23P/C 0.36
Numbers
QuarterCallsPutsP/C
Q3 2022$1.5m$981.0k0.67
Q4 2022$1.9m$1.0m0.54
Q1 2023$3.0m$1.1m0.36

Biggest buyers

FMR LLC Added +4,923,058+4.9m
JANUS HENDERSON GROUP PLC Added +870,549+870.5k
FULLER & THALER ASSET MANAGEMENT, INC. New +670,395+670.4k
GREAT LAKES ADVISORS, LLC New +360,089+360.1k
ATLANTIC INVESTMENT MANAGEMENT, INC. New +346,949+346.9k
Channing Capital Management, LLC Added +276,261+276.3k
PALISADE CAPITAL MANAGEMENT, LP New +211,270+211.3k
ArrowMark Colorado Holdings LLC New +152,000+152.0k
VICTORY CAPITAL MANAGEMENT INC Added +143,156+143.2k
GW&K Investment Management, LLC Added +122,980+123.0k

Biggest sellers

Boston Partners Sold out -819,297-819.3k
LSV ASSET MANAGEMENT Reduced -313,875-313.9k
Bernzott Capital Advisors Reduced -226,185-226.2k
DEPRINCE RACE & ZOLLO INC Reduced -160,863-160.9k
P SCHOENFELD ASSET MANAGEMENT LP Sold out -160,000-160.0k
HRT FINANCIAL LP Reduced -145,542-145.5k
Leeward Investments, LLC - MA Reduced -135,948-135.9k
BlackRock Inc. Reduced -123,881-123.9k
CITADEL ADVISORS LLC Reduced -105,236-105.2k
FIFTH THIRD BANCORP Reduced -98,486-98.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.0m21.4k shares
GROUP ONE TRADING LLC Added $689.2k14.5k shares
PEAK6 Investments LLC Added $655.9k13.8k shares
CITADEL ADVISORS LLC Added $622.6k13.1k shares
SIMPLEX TRADING, LLC Added $57.0k1.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $646.4k13.6k shares
PEAK6 Investments LLC Reduced $427.8k9.0k shares
SIMPLEX TRADING, LLC Added $14.0k300 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, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 11,334,50411.3m $538.7m $538.7m 0.02% Reduced -123.9k -123,881
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,688,3747.7m $365.4m $365.4m 0.01% Added +71.5k +71,522
3 Clarkston Capital Partners, LLC 4.61% of their portfolio Rochester, MI 5,205,7955.2m $247.4m $247.4m 4.61% Added +89.6k +89,575
4 FMR LLC 0.01% of their portfolio BOSTON, MA 4,968,1505.0m $236.1m $236.1m 0.01% Added +4.9m +4,923,058
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,412,5492.4m $114.7m $114.7m 0.01% Added +26.9k +26,944
6 JANUS HENDERSON GROUP PLC 0.07% of their portfolio LONDON, X0 2,243,6552.2m $106.6m $106.6m 0.07% Added +870.5k +870,549
7 LSV ASSET MANAGEMENT 0.23% of their portfolio CHICAGO, IL 2,202,4142.2m $104.7m $104.7m 0.23% Reduced -313.9k -313,875
8 VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio San Antonio, TX 2,030,7662.0m $96.5m $96.5m 0.11% Added +143.2k +143,156
9 Channing Capital Management, LLC 2.49% of their portfolio Chicago, IL 1,630,5151.6m $77.5m $77.5m 2.49% Added +276.3k +276,261
10 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,537,1761.5m $73.1m $73.1m 0.02% Added +30.9k +30,899
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,311,1561.3m $62.3m $62.3m 0.01% Added +54.6k +54,561
12 Allspring Global Investments Holdings, LLC 0.09% of their portfolio CHARLOTTE, NC 1,086,9201.1m $51.7m $51.7m 0.09% Reduced -54.0k -54,041
13 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,011,1101.0m $48.1m $48.1m 0.01% Added +6.6k +6,619
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 924,752924.8k $44.0m $44.0m 0.01% Reduced -17.0k -17,013
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio CHICAGO, IL 859,795859.8k $40.9m $40.9m 0.14% Added +51.6k +51,558
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 805,166805.2k $38.3m $38.3m 0.01% Added +30.4k +30,355
17 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 780,344780.3k $37.1m $37.1m 0.03% Reduced -7.6k -7,596
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 773,581773.6k $36.8m $36.8m 0.00% Added +11.8k +11,831
19 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 753,661753.7k $35.8m $35.8m 0.01% Reduced -7.9k -7,905
20 NORGES BANK 0.01% of their portfolio OSLO, Q8 726,453726.5k $34.5m $34.5m 0.01% Added +18.1k +18,149
21 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 703,916703.9k $33.5m $33.5m 0.02% Added +1.4k +1,387
22 FULLER & THALER ASSET MANAGEMENT, INC. 0.18% of their portfolio SAN MATEO, CA 670,395670.4k $31.9m $31.9m 0.18% New
23 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 575,884575.9k $27.4m $27.4m 0.01% Reduced -5.0k -4,991
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 517,222517.2k $24.6m $24.6m 0.01% Reduced -11.9k -11,878
25 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 475,110475.1k $22.6m $22.6m 0.03% Added +118.1k +118,097
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 412,645412.6k $19.6m $19.6m 0.00% Added +21.2k +21,152
27 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 412,332412.3k $19.6m $19.6m 0.01% Added +183 +183
28 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 410,230410.2k $19.5m $19.5m 0.02% Reduced -11.8k -11,837
29 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 361,646361.6k $17.2m $17.2m 0.01% Reduced -7.4k -7,430
30 GREAT LAKES ADVISORS, LLC 0.16% of their portfolio CHICAGO, IL 360,089360.1k $17.1m $17.1m 0.16% New
31 ATLANTIC INVESTMENT MANAGEMENT, INC. 8.90% of their portfolio New York, NY 346,949346.9k $16.5m $16.5m 8.90% New
32 GLENMEDE TRUST CO NA 0.09% of their portfolio PHILADELPHIA, PA 318,235318.2k $15.1m $15.1m 0.09% Added +5 +5
33 Bernzott Capital Advisors 3.10% of their portfolio Camarillo, CA 315,583315.6k $15.0m $15.0m 3.10% Reduced -226.2k -226,185
34 DEPRINCE RACE & ZOLLO INC 0.35% of their portfolio Winter Park, FL 314,598314.6k $15.0m $15.0m 0.35% Reduced -160.9k -160,863
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 307,812307.8k $14.6m $14.6m 0.00% Added +111.0k +110,972
36 Fi3 FINANCIAL ADVISORS, LLC 7.34% of their portfolio INDIANAPOLIS, IN 289,614289.6k $13.8m $13.8m 7.34% Added +5 +5
37 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 272,195272.2k $12.9m $12.9m 0.01% Reduced -62.9k -62,934
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 219,056219.1k $10.4m $10.4m 0.00% Reduced -40.5k -40,462
39 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 212,897212.9k $10.1m $10.1m 0.01% Added +6.7k +6,680
40 PALISADE CAPITAL MANAGEMENT, LP 0.27% of their portfolio FORT LEE, NJ 211,270211.3k $10.0m $10.0m 0.27% New
41 FINANCIAL COUNSELORS INC 0.21% of their portfolio Overland Park, KS 206,761206.8k $9.8m $9.8m 0.21% Added +1.6k +1,576
42 UBS Group AG 0.00% of their portfolio ZURICH, V8 205,185205.2k $9.8m $9.8m 0.00% Added +8.7k +8,708
43 PRUDENTIAL FINANCIAL INC 0.02% of their portfolio NEWARK, NJ 204,474204.5k $9.7m $9.7m 0.02% Reduced -51.2k -51,245
44 Legal & General Group Plc 0.00% of their portfolio London, X0 203,727203.7k $9.7m $9.7m 0.00% Added +167 +167
45 ProShare Advisors LLC 0.03% of their portfolio BETHESDA, MD 198,209198.2k $9.4m $9.4m 0.03% Added +15.5k +15,535
46 Keeley-Teton Advisors, LLC 1.16% of their portfolio Chicago, IL 197,006197.0k $9.4m $9.4m 1.16% Added +7.8k +7,768
47 GW&K Investment Management, LLC 0.09% of their portfolio BOSTON, MA 196,894196.9k $9.4m $9.4m 0.09% Added +123.0k +122,980
48 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 194,285194.3k $9.2m $9.2m 0.00% Reduced -10.2k -10,223
49 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 183,330183.3k $8.7m $8.7m 0.03% Added +5.2k +5,210
50 GW HENSSLER & ASSOCIATES LTD 0.57% of their portfolio KENNESAW, GA 180,218180.2k $8.6m $8.6m 0.57% Reduced -14 -14
51 NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio STOCKHOLM, V7 162,531162.5k $7.7m $7.7m 0.01% Added +1.1k +1,062
52 ArrowMark Colorado Holdings LLC 0.08% of their portfolio Denver, CO 152,000152.0k $7.2m $7.2m 0.08% New
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 148,659148.7k $7.1m $7.1m 0.00% Reduced -19.1k -19,100
54 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 142,238142.2k $6.8m $6.8m 0.02% Reduced -14.2k -14,220
55 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 141,855141.9k $6.7m $6.7m 0.02% Reduced -1.4k -1,407
56 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 140,867140.9k $6.7m $6.7m 0.01% Reduced -46.6k -46,592
57 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 140,054140.1k $6.7m $6.7m 0.01% Reduced -34.2k -34,181
58 Blue Trust, Inc. 0.09% of their portfolio BRENTWOOD, TN 131,942131.9k $5.6m $5.6m 0.09% Added +18.7k +18,707
59 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 122,053122.1k $5.8m $5.8m 0.04% Reduced -4.3k -4,309
60 Foundry Partners, LLC 0.32% of their portfolio MINNEAPOLIS, MN 105,522105.5k $5.0m $5.0m 0.32% Added +5.5k +5,521
61 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 104,101104.1k $4.9m $4.9m 0.01% Reduced -22.0k -21,960
62 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 100,856100.9k $4.8m $4.8m 0.01% Added +17.6k +17,630
63 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 98,74998.7k $4.7m $4.7m 0.00% Added +4.4k +4,353
64 BOKF, NA 0.10% of their portfolio TULSA, OK 96,89796.9k $4.6m $4.6m 0.10% Reduced -1.2k -1,185
65 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 94,46494.5k $4.5m $4.5m 0.04% Added +30.6k +30,599
66 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 94,40294.4k $4.5m $4.5m 0.00% Added +28.5k +28,485
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 86,29086.3k $4.1m $4.1m 0.01% Reduced -1.8k -1,807
68 QUADRANT CAPITAL GROUP LLC 0.40% of their portfolio CINCINNATI, OH 80,24880.2k $3.8m $3.8m 0.40% Added +194 +194
69 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 79,89579.9k $3.8m $3.8m 0.02% Reduced -98.5k -98,486
70 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 79,34879.3k $3.8m $3.8m 0.00% Reduced -5.5k -5,494
71 Mesirow Institutional Investment Management, Inc. 0.39% of their portfolio CHICAGO, IL 75,35575.4k $3.6m $3.6m 0.39% New
72 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio HARRISBURG, PA 73,47973.5k $3.5m $3.5m 0.03% Reduced -856 -856
73 Valeo Financial Advisors, LLC 0.17% of their portfolio CARMEL, IN 73,33873.3k $3.5m $3.5m 0.17% Added +3.0k +3,023
74 SG Americas Securities, LLC 0.05% of their portfolio NEW YORK, NY 71,31671.3k $3.4m $3.4m 0.05% Added +65.4k +65,400
75 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 68,77368.8k $3.3m $3.3m 0.01% Reduced -2.5k -2,472
76 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 67,93067.9k $3.2m $3.2m 0.01% Reduced -5.1k -5,128
77 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 65,85265.9k $3.1m $3.1m 0.01% Reduced -24.2k -24,245
78 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 62,23562.2k $3.0m $3.0m 0.03% Added +15.5k +15,540
79 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 60,56460.6k $2.9m $2.9m 0.01% Added +635 +635
80 Bullseye Investment Management, LLC 1.94% of their portfolio CINCINNATI, OH 55,77655.8k $2.7m $2.7m 1.94% Reduced -57 -57
81 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 55,73655.7k $2.6m $2.6m 0.01% Reduced -17.0k -17,024
82 GUYASUTA INVESTMENT ADVISORS INC 0.20% of their portfolio PITTSBURGH, PA 55,27955.3k $2.6m $2.6m 0.20% Unchanged
83 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 50,63250.6k $2.4m $2.4m 0.01% Added +3.4k +3,432
84 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 50,54550.5k $2.4m $2.4m 0.00% Reduced -28.6k -28,576
85 GHP Investment Advisors, Inc. 0.15% of their portfolio Denver, CO 48,96349.0k $2.3m $2.3m 0.15% Added +3.2k +3,204
86 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 47,52247.5k $2.3m $2.3m 0.03% Reduced -708 -708
87 MCMORGAN & CO LLC 0.46% of their portfolio SAN FRANCISCO, CA 46,54946.5k $2.2m $2.2m 0.46% Reduced -815 -815
88 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 45,83745.8k $2.2m $2.2m 0.00% Added +25.5k +25,481
89 Aldebaran Capital, LLC 2.16% of their portfolio CARMEL, IN 44,59444.6k $2.1m $2.1m 2.16% Reduced -835 -835
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 43,19043.2k $2.1m $2.1m 0.00% Reduced -10.3k -10,284
91 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 43,09243.1k $2.0m $2.0m 0.10% Unchanged
92 Moran Wealth Management, LLC 0.07% of their portfolio NAPLES, FL 40,22240.2k $1.9m $1.9m 0.07% Added +22.0k +22,017
93 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 39,77039.8k $1.9m $1.9m 0.02% Reduced -5.1k -5,110
94 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 39,44939.4k $1.9m $1.9m 0.00% Added +8.8k +8,798
95 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 38,26038.3k $1.8m $1.8m 0.00% Added +22.9k +22,860
96 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 37,83437.8k $1.8m $1.8m 0.01% Added +163 +163
97 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 36,35736.4k $1.7m $1.7m 0.01% Unchanged
98 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.03% of their portfolio Stamford, CT 35,62035.6k $1.7m $1.7m 0.03% Reduced -20.6k -20,608
99 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 35,55135.6k $1.7m $1.7m 0.00% Added +2.0k +2,004
100 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 34,40834.4k $1.6m $1.6m 0.00% Reduced -14.6k -14,636