Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

276 institutional holders -4 vs Q1 2023
63,828,23763.8m shares reported held*
$3.2bnreported value*
23 new 91 added 99 reduced 30 sold out net sold ≈ $116.5m (-2.2m 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 ($1.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.55. Options: 6 managers hold calls ($1.7m notional), 5 hold puts ($620.4k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307Q1 23: 280Q2 23: 276276Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022276
Q4 2022307
Q1 2023280
Q2 2023276

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 23Q2 23: 114 bought or addedQ2 23: 129 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022129134
Q1 2023109152
Q2 2023114129

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 0.36Q2 23 calls: $1.7mQ2 23 puts: $620.4kQ2 23P/C 0.37
Numbers
QuarterCallsPutsP/C
Q3 2022$1.5m$981.0k0.67
Q4 2022$1.9m$1.0m0.54
Q1 2023$3.0m$1.1m0.36
Q2 2023$1.7m$620.4k0.37

Biggest buyers

Crossmark Global Holdings, Inc. Added +196,143+196.1k
VICTORY CAPITAL MANAGEMENT INC Added +144,765+144.8k
AMERIPRISE FINANCIAL INC Added +110,308+110.3k
Invesco Ltd. Added +83,168+83.2k
COMMONWEALTH EQUITY SERVICES, LLC New +80,608+80.6k
FULLER & THALER ASSET MANAGEMENT, INC. Added +77,801+77.8k
WEDGE CAPITAL MANAGEMENT L L P/NC Added +66,539+66.5k
MORGAN STANLEY Added +54,263+54.3k
BARCLAYS PLC Added +54,222+54.2k
JANE STREET GROUP, LLC Added +44,827+44.8k

Biggest sellers

ATLANTIC INVESTMENT MANAGEMENT, INC. Sold out -346,949-346.9k
LSV ASSET MANAGEMENT Reduced -339,600-339.6k
Allspring Global Investments Holdings, LLC Reduced -339,370-339.4k
DEPRINCE RACE & ZOLLO INC Sold out -314,598-314.6k
BlackRock Inc. Reduced -291,606-291.6k
FMR LLC Reduced -263,829-263.8k
JPMORGAN CHASE & CO Reduced -207,557-207.6k
GREAT LAKES ADVISORS, LLC Reduced -177,888-177.9k
NORDEA INVESTMENT MANAGEMENT AB Sold out -162,531-162.5k
Channing Capital Management, LLC Reduced -142,312-142.3k

Biggest calls

GROUP ONE TRADING LLC Reduced $635.9k12.4k shares
CITADEL ADVISORS LLC Reduced $517.9k10.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $307.7k6.0k shares
PEAK6 Investments LLC Reduced $169.2k3.3k shares
SIMPLEX TRADING, LLC Reduced $35.0k700 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC Reduced $369.2k7.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $215.4k4.2k shares
CITADEL ADVISORS LLC Reduced $30.8k600 shares
SIMPLEX TRADING, LLC Reduced $5.0k100 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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.02% of their portfolio New York, NY 11,042,89811.0m $566.3m $566.3m 0.02% Reduced -291.6k -291,606
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 7,654,2497.7m $392.5m $392.5m 0.01% Reduced -34.1k -34,125
3 Clarkston Capital Partners, LLC 4.75% of their portfolio Rochester, MI 5,146,3965.1m $263.9m $263.9m 4.75% Reduced -59.4k -59,399
4 FMR LLC 0.02% of their portfolio BOSTON, MA 4,704,3214.7m $241.2m $241.2m 0.02% Reduced -263.8k -263,829
5 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,422,4762.4m $124.2m $124.2m 0.01% Added +9.9k +9,927
6 JANUS HENDERSON GROUP PLC 0.07% of their portfolio LONDON, X0 2,246,1842.2m $115.2m $115.2m 0.07% Added +2.5k +2,529
7 VICTORY CAPITAL MANAGEMENT INC 0.12% of their portfolio San Antonio, TX 2,175,5312.2m $111.6m $111.6m 0.12% Added +144.8k +144,765
8 LSV ASSET MANAGEMENT 0.21% of their portfolio CHICAGO, IL 1,862,8141.9m $95.5m $95.5m 0.21% Reduced -339.6k -339,600
9 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,562,9631.6m $80.1m $80.1m 0.03% Added +25.8k +25,787
10 Channing Capital Management, LLC 2.34% of their portfolio Chicago, IL 1,488,2031.5m $76.3m $76.3m 2.34% Reduced -142.3k -142,312
11 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,337,5931.3m $68.6m $68.6m 0.01% Added +26.4k +26,437
12 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,015,7881.0m $52.1m $52.1m 0.01% Added +4.7k +4,678
13 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 886,637886.6k $45.5m $45.5m 0.01% Reduced -38.1k -38,115
14 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.14% of their portfolio CHICAGO, IL 875,297875.3k $44.9m $44.9m 0.14% Added +15.5k +15,502
15 COMERICA BANK 0.00% of their portfolio DALLAS, TX 859,445859.4k $0 $0 0.00% First filing
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 827,844827.8k $42.5m $42.5m 0.00% Added +54.3k +54,263
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 800,382800.4k $41.0m $41.0m 0.01% Reduced -4.8k -4,784
18 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 760,785760.8k $39.0m $39.0m 0.01% Added +7.1k +7,124
19 PRINCIPAL FINANCIAL GROUP INC 0.03% of their portfolio DES MOINES, IA 753,738753.7k $38.7m $38.7m 0.03% Reduced -26.6k -26,606
20 FULLER & THALER ASSET MANAGEMENT, INC. 0.22% of their portfolio SAN MATEO, CA 748,196748.2k $38.4m $38.4m 0.22% Added +77.8k +77,801
21 Allspring Global Investments Holdings, LLC 0.06% of their portfolio CHARLOTTE, NC 747,550747.5k $38.3m $38.3m 0.06% Reduced -339.4k -339,370
22 DEUTSCHE BANK AG\ 0.02% of their portfolio FRANKFURT AM MAIN, 2M 708,632708.6k $36.3m $36.3m 0.02% Added +4.7k +4,716
23 NORGES BANK 0.01% of their portfolio OSLO, Q8 683,720683.7k $35.1m $35.1m 0.01% Reduced -42.7k -42,733
24 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 627,530627.5k $32.2m $32.2m 0.01% Added +110.3k +110,308
25 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 517,749517.7k $26.6m $26.6m 0.01% Reduced -58.1k -58,135
26 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 422,749422.7k $21.7m $21.7m 0.03% Reduced -52.4k -52,361
27 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 413,160413.2k $21.2m $21.2m 0.01% Added +828 +828
28 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 397,867397.9k $20.4m $20.4m 0.02% Reduced -12.4k -12,363
29 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 351,003351.0k $18.0m $18.0m 0.01% Reduced -10.6k -10,643
30 GLENMEDE TRUST CO NA 0.09% of their portfolio PHILADELPHIA, PA 318,852318.9k $15.2m $15.2m 0.09% Added +617 +617
31 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 302,224302.2k $15.5m $15.5m 0.00% Added +83.2k +83,168
32 Bernzott Capital Advisors 3.30% of their portfolio Camarillo, CA 298,006298.0k $15.3m $15.3m 3.30% Reduced -17.6k -17,577
33 Fi3 FINANCIAL ADVISORS, LLC 7.77% of their portfolio INDIANAPOLIS, IN 289,626289.6k $14.9m $14.9m 7.77% Added +12 +12
34 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 266,840266.8k $13.7m $13.7m 0.00% Reduced -41.0k -40,972
35 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 256,630256.6k $13.2m $13.2m 0.01% Reduced -15.6k -15,565
36 PALISADE CAPITAL MANAGEMENT, LP 0.30% of their portfolio FORT LEE, NJ 222,248222.2k $11.4m $11.4m 0.30% Added +11.0k +10,978
37 UBS Group AG 0.00% of their portfolio ZURICH, V8 218,891218.9k $11.2m $11.2m 0.00% Added +13.7k +13,706
38 FINANCIAL COUNSELORS INC 0.22% of their portfolio Overland Park, KS 207,327207.3k $10.6m $10.6m 0.22% Added +566 +566
39 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 205,088205.1k $10.5m $10.5m 0.00% Reduced -207.6k -207,557
40 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 203,700203.7k $10.4m $10.4m 0.01% Reduced -9.2k -9,197
41 Legal & General Group Plc 0.00% of their portfolio London, X0 202,506202.5k $10.4m $10.4m 0.00% Reduced -1.2k -1,221
42 Crossmark Global Holdings, Inc. 0.22% of their portfolio HOUSTON, TX 202,243202.2k $10.4m $10.4m 0.22% Added +196.1k +196,143
43 GW&K Investment Management, LLC 0.09% of their portfolio BOSTON, MA 194,076194.1k $10.0m $10.0m 0.09% Reduced -2.8k -2,818
44 GREAT LAKES ADVISORS, LLC 0.09% of their portfolio CHICAGO, IL 182,201182.2k $9.3m $9.3m 0.09% Reduced -177.9k -177,888
45 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 181,864181.9k $9.3m $9.3m 0.00% Reduced -12.4k -12,421
46 GW HENSSLER & ASSOCIATES LTD 0.60% of their portfolio KENNESAW, GA 178,069178.1k $9.1m $9.1m 0.60% Reduced -2.1k -2,149
47 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.03% of their portfolio Los Angeles, CA 177,460177.5k $9.1m $9.1m 0.03% Reduced -5.9k -5,870
48 Keeley-Teton Advisors, LLC 1.14% of their portfolio Chicago, IL 173,278173.3k $8.9m $8.9m 1.14% Reduced -23.7k -23,728
49 Blue Trust, Inc. 0.13% of their portfolio BRENTWOOD, TN 166,592166.6k $7.9m $7.9m 0.13% Added +34.6k +34,650
50 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 165,851165.9k $8.5m $8.5m 0.02% Reduced -32.4k -32,358
51 ArrowMark Colorado Holdings LLC 0.09% of their portfolio Denver, CO 152,000152.0k $7.8m $7.8m 0.09% Unchanged
52 Swiss National Bank 0.01% of their portfolio ZURICH, V8 151,059151.1k $7.7m $7.7m 0.01% Added +2.4k +2,400
53 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 151,035151.0k $7.7m $7.7m 0.01% Reduced -53.4k -53,439
54 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 133,099133.1k $6.8m $6.8m 0.01% Reduced -7.8k -7,768
55 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio ALBANY, NY 132,755132.8k $6.8m $6.8m 0.02% Reduced -9.1k -9,100
56 Public Sector Pension Investment Board 0.05% of their portfolio MONTREAL, A8 123,489123.5k $6.3m $6.3m 0.05% Added +1.4k +1,436
57 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 118,549118.5k $6.1m $6.1m 0.02% Reduced -23.7k -23,689
58 Foundry Partners, LLC 0.36% of their portfolio MINNEAPOLIS, MN 116,225116.2k $6.0m $6.0m 0.36% Added +10.7k +10,703
59 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 110,703110.7k $5.7m $5.7m 0.00% Added +12.0k +11,954
60 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 109,834109.8k $5.6m $5.6m 0.01% Reduced -30.2k -30,220
61 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 96,64196.6k $5.0m $5.0m 0.00% Added +2.2k +2,239
62 BOKF, NA 0.10% of their portfolio TULSA, OK 94,25294.3k $4.8m $4.8m 0.10% Reduced -2.6k -2,645
63 GUGGENHEIM CAPITAL LLC 0.04% of their portfolio CHICAGO, IL 92,24892.2k $4.7m $4.7m 0.04% Reduced -2.2k -2,216
64 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 89,77389.8k $4.6m $4.6m 0.00% Added +54.2k +54,222
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio WEST SACRAMENTO, CA 84,05784.1k $4.3m $4.3m 0.01% Reduced -2.2k -2,233
66 QUADRANT CAPITAL GROUP LLC 0.41% of their portfolio CINCINNATI, OH 80,66280.7k $4.1m $4.1m 0.41% Added +414 +414
67 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 80,60880.6k $4.1m $4.1m 0.01% New
68 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 79,99380.0k $4.1m $4.1m 0.02% Added +98 +98
69 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% Unchanged
70 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio HARRISBURG, PA 78,64178.6k $4.0m $4.0m 0.03% Added +5.2k +5,162
71 WEDGE CAPITAL MANAGEMENT L L P/NC 0.06% of their portfolio CHARLOTTE, NC 74,36174.4k $3.8m $3.8m 0.06% Added +66.5k +66,539
72 PUTNAM INVESTMENTS LLC 0.01% of their portfolio BOSTON, MA 71,25371.3k $3.7m $3.7m 0.01% Reduced -32.8k -32,848
73 Valeo Financial Advisors, LLC 0.16% of their portfolio CARMEL, IN 70,34370.3k $3.6m $3.6m 0.16% Reduced -3.0k -2,995
74 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 69,27169.3k $3.6m $3.6m 0.01% Reduced -31.6k -31,585
75 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 68,45668.5k $3.5m $3.5m 0.01% Added +7.9k +7,892
76 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 67,95568.0k $3.5m $3.5m 0.00% Added +34.1k +34,109
77 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 66,55466.6k $3.4m $3.4m 0.01% Reduced -2.2k -2,219
78 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 64,76764.8k $3.3m $3.3m 0.01% Added +18.9k +18,930
79 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 63,89463.9k $3.3m $3.3m 0.01% Reduced -4.0k -4,036
80 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 61,25661.3k $3.1m $3.1m 0.03% Reduced -979 -979
81 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 58,33558.3k $3.0m $3.0m 0.00% Added +7.8k +7,790
82 GHP Investment Advisors, Inc. 0.16% of their portfolio Denver, CO 57,04657.0k $2.7m $2.7m 0.16% Added +8.1k +8,083
83 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 55,68155.7k $2.9m $2.9m 0.00% Added +17.4k +17,421
84 GUYASUTA INVESTMENT ADVISORS INC 0.21% of their portfolio PITTSBURGH, PA 55,27955.3k $2.8m $2.8m 0.21% Unchanged
85 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 54,62054.6k $2.8m $2.8m 0.00% Added +20.2k +20,212
86 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 53,75553.8k $2.8m $2.8m 0.01% Reduced -2.0k -1,981
87 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 52,20252.2k $2.7m $2.7m 0.00% Added +44.8k +44,827
88 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 50,63250.6k $2.6m $2.6m 0.01% Unchanged
89 MCMORGAN & CO LLC 0.48% of their portfolio SAN FRANCISCO, CA 49,96650.0k $2.6m $2.6m 0.48% Added +3.4k +3,417
90 State of Alaska, Department of Revenue 0.03% of their portfolio JUNEAU, AK 45,77645.8k $2.3m $2.3m 0.03% Reduced -1.7k -1,746
91 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 43,09243.1k $2.2m $2.2m 0.10% Unchanged
92 Aldebaran Capital, LLC 2.27% of their portfolio CARMEL, IN 43,05443.1k $2.2m $2.2m 2.27% Reduced -1.5k -1,540
93 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,77142.8k $2.2m $2.2m 0.00% Added +3.3k +3,322
94 Moran Wealth Management, LLC 0.08% of their portfolio NAPLES, FL 42,25642.3k $2.2m $2.2m 0.08% Added +2.0k +2,034
95 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 37,57037.6k $1.9m $1.9m 0.02% Reduced -2.2k -2,200
96 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 37,13537.1k $1.9m $1.9m 0.01% Reduced -699 -699
97 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 36,66536.7k $1.9m $1.9m 0.01% Added +308 +308
98 Louisiana State Employees Retirement System 0.04% of their portfolio BATON ROUGE, LA 36,50036.5k $1.9m $1.9m 0.04% Added +4.2k +4,200
99 Man Group plc 0.01% of their portfolio LONDON, X0 35,39735.4k $1.8m $1.8m 0.01% New
100 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 35,08735.1k $1.8m $1.8m 0.02% Added +21.0k +20,957