Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

280 institutional holders +11 vs Q3 2023
63,280,38063.3m shares reported held*
$3.0bnreported value*
28 new 88 added 93 reduced 26 sold out net bought ≈ $48.0m (+1.1m 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 ($1.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.84. Options: 5 managers hold calls ($1.9m notional), 4 hold puts ($520.8k).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307Q1 23: 280Q2 23: 276Q3 23: 269Q4 23: 280280Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 2022276
Q4 2022307
Q1 2023280
Q2 2023276
Q3 2023269
Q4 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 23Q2 23: 114 bought or addedQ2 23: 129 cut or sold outQ2 23Q3 23: 97 bought or addedQ3 23: 143 cut or sold outQ3 23Q4 23: 116 bought or addedQ4 23: 119 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 2022129134
Q1 2023109152
Q2 2023114129
Q3 202397143
Q4 2023116119

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ1 23 calls: $3.0mQ1 23 puts: $1.1mQ1 23P/C 0.36Q2 23 calls: $1.7mQ2 23 puts: $620.4kQ2 23P/C 0.37Q3 23 calls: $1.5mQ3 23 puts: $101.3kQ3 23P/C 0.07Q4 23 calls: $1.9mQ4 23 puts: $520.8kQ4 23P/C 0.27
Numbers
QuarterCallsPutsP/C
Q1 2023$3.0m$1.1m0.36
Q2 2023$1.7m$620.4k0.37
Q3 2023$1.5m$101.3k0.07
Q4 2023$1.9m$520.8k0.27

Biggest buyers

FMR LLC Added +1,727,740+1.7m
BlackRock Inc. Added +767,324+767.3k
MORGAN STANLEY Added +730,863+730.9k
VICTORY CAPITAL MANAGEMENT INC Added +283,608+283.6k
FULLER & THALER ASSET MANAGEMENT, INC. Added +276,649+276.6k
STATE STREET CORP Added +226,906+226.9k
ADAGE CAPITAL PARTNERS GP, L.L.C. New +214,946+214.9k
VANGUARD GROUP INC Added +133,975+134.0k
DIMENSIONAL FUND ADVISORS LP Added +120,782+120.8k
NORGES BANK Added +111,347+111.3k

Biggest sellers

LSV ASSET MANAGEMENT Reduced -1,022,833-1.0m
GOLDMAN SACHS GROUP INC Reduced -794,426-794.4k
DEUTSCHE BANK AG\ Reduced -525,592-525.6k
Clarkston Capital Partners, LLC Reduced -410,824-410.8k
Allspring Global Investments Holdings, LLC Reduced -387,627-387.6k
PRINCIPAL FINANCIAL GROUP INC Reduced -233,155-233.2k
JANUS HENDERSON GROUP PLC Reduced -210,711-210.7k
Channing Capital Management, LLC Reduced -104,551-104.6k
PRUDENTIAL FINANCIAL INC Reduced -63,124-63.1k
GREAT LAKES ADVISORS, LLC Reduced -60,130-60.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $708.2k14.8k shares
GROUP ONE TRADING LLC Reduced $593.3k12.4k shares
CITADEL ADVISORS LLC Reduced $425.9k8.9k shares
SIMPLEX TRADING, LLC Added $196.0k4.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $291.9k6.1k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $224.9k4.7k shares
SIMPLEX TRADING, LLC Unchanged $4.0k100 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, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 11,644,22711.6m $557.2m $557.2m 0.01% Added +767.3k +767,324
2 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,412,1438.4m $402.5m $402.5m 0.01% Added +134.0k +133,975
3 FMR LLC 0.02% of their portfolio BOSTON, MA 6,482,1526.5m $310.2m $310.2m 0.02% Added +1.7m +1,727,740
4 Clarkston Capital Partners, LLC 3.91% of their portfolio Rochester, MI 4,408,4264.4m $210.9m $210.9m 3.91% Reduced -410.8k -410,824
5 VICTORY CAPITAL MANAGEMENT INC 0.15% of their portfolio San Antonio, TX 2,885,2162.9m $138.1m $138.1m 0.15% Added +283.6k +283,608
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,698,1552.7m $129.1m $129.1m 0.01% Added +226.9k +226,906
7 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,822,1861.8m $87.2m $87.2m 0.05% Reduced -210.7k -210,711
8 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 1,747,1761.7m $83.6m $83.6m 0.02% Added +120.8k +120,782
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,476,7761.5m $70.7m $70.7m 0.00% Added +730.9k +730,863
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,468,3781.5m $70.3m $70.3m 0.01% Added +80.5k +80,540
11 Channing Capital Management, LLC 1.90% of their portfolio Chicago, IL 1,349,0101.3m $64.6m $64.6m 1.90% Reduced -104.6k -104,551
12 FULLER & THALER ASSET MANAGEMENT, INC. 0.25% of their portfolio SAN MATEO, CA 1,013,6061.0m $48.5m $48.5m 0.25% Added +276.6k +276,649
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 868,965869.0k $41.6m $41.6m 0.01% Added +39.7k +39,697
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 838,667838.7k $40.1m $40.1m 0.01% Added +111.3k +111,347
15 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 828,812828.8k $39.7m $39.7m 0.01% Reduced -32.6k -32,555
16 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio CHICAGO, IL 792,519792.5k $37.9m $37.9m 0.11% Reduced -14.2k -14,247
17 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 770,474770.5k $36.9m $36.9m 0.01% Added +5.9k +5,902
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 703,486703.5k $33.7m $33.7m 0.01% Added +9.9k +9,941
19 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 509,435509.4k $24.4m $24.4m 0.01% Added +37.8k +37,778
20 RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio ST PETERSBURG, FL 468,815468.8k $22.4m $22.4m 0.02% Added +44.1k +44,053
21 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 411,797411.8k $19.7m $19.7m 0.03% Reduced -54.3k -54,324
22 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 386,739386.7k $18.5m $18.5m 0.00% Added +67.0k +66,965
23 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 380,373380.4k $18.2m $18.2m 0.01% Reduced -233.2k -233,155
24 PALISADE CAPITAL MANAGEMENT, LP 0.47% of their portfolio FORT LEE, NJ 371,388371.4k $17.8m $17.8m 0.47% Reduced -39.8k -39,804
25 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 353,756353.8k $16.9m $16.9m 0.01% Reduced -14.0k -13,961
26 LSV ASSET MANAGEMENT 0.04% of their portfolio CHICAGO, IL 351,880351.9k $16.8m $16.8m 0.04% Reduced -1.0m -1,022,833
27 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 306,011306.0k $14.6m $14.6m 0.01% Reduced -3.2k -3,228
28 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 304,652304.7k $14.6m $14.6m 0.08% Reduced -11.7k -11,698
29 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 289,732289.7k $13.9m $13.9m 0.00% Added +7.2k +7,204
30 Fi3 FINANCIAL ADVISORS, LLC 6.60% of their portfolio INDIANAPOLIS, IN 289,641289.6k $13.9m $13.9m 6.60% Added +26 +26
31 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.05% of their portfolio Los Angeles, CA 273,990274.0k $13.1m $13.1m 0.05% Added +25.9k +25,900
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 271,438271.4k $13.0m $13.0m 0.00% Added +91.1k +91,119
33 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 268,693268.7k $12.9m $12.9m 0.02% Reduced -387.6k -387,627
34 GW&K Investment Management, LLC 0.10% of their portfolio BOSTON, MA 224,139224.1k $10.7m $10.7m 0.10% Added +35.3k +35,312
35 FINANCIAL COUNSELORS INC 0.19% of their portfolio Overland Park, KS 217,500217.5k $10.4m $10.4m 0.19% Added +9.2k +9,230
36 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.02% of their portfolio Boston, MA 214,946214.9k $10.3m $10.3m 0.02% New
37 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 210,223210.2k $10.1m $10.1m 0.01% Added +9.7k +9,662
38 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 205,403205.4k $9.8m $9.8m 0.01% Reduced -2.4k -2,429
39 ProShare Advisors LLC 0.03% of their portfolio BETHESDA, MD 201,570201.6k $9.6m $9.6m 0.03% Added +27.0k +26,977
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 199,749199.7k $9.6m $9.6m 0.00% Reduced -794.4k -794,426
41 Legal & General Group Plc 0.00% of their portfolio London, X0 196,152196.2k $9.4m $9.4m 0.00% Reduced -2.5k -2,453
42 Crossmark Global Holdings, Inc. 0.19% of their portfolio HOUSTON, TX 190,314190.3k $9.1m $9.1m 0.19% Reduced -12.7k -12,744
43 Keeley-Teton Advisors, LLC 1.07% of their portfolio Chicago, IL 172,421172.4k $8.3m $8.3m 1.07% Reduced -74 -74
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 163,504163.5k $7.8m $7.8m 0.00% Reduced -525.6k -525,592
45 Bernzott Capital Advisors 2.89% of their portfolio Camarillo, CA 154,599154.6k $7.4m $7.4m 2.89% Reduced -35.3k -35,324
46 ArrowMark Colorado Holdings LLC 0.08% of their portfolio Denver, CO 152,000152.0k $7.3m $7.3m 0.08% Unchanged
47 Public Sector Pension Investment Board 0.05% of their portfolio MONTREAL, A8 145,088145.1k $6.9m $6.9m 0.05% Added +58.7k +58,674
48 GW HENSSLER & ASSOCIATES LTD 0.46% of their portfolio KENNESAW, GA 144,912144.9k $6.9m $6.9m 0.46% Reduced -28.4k -28,440
49 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 144,134144.1k $6.9m $6.9m 0.01% Added +2.8k +2,824
50 Foundry Partners, LLC 0.41% of their portfolio MINNEAPOLIS, MN 142,633142.6k $6.8m $6.8m 0.41% Reduced -18.2k -18,181
51 Swiss National Bank 0.00% of their portfolio ZURICH, V8 137,759137.8k $6.6m $6.6m 0.00% Reduced -15.2k -15,200
52 Blue Trust, Inc. 0.09% of their portfolio BRENTWOOD, TN 134,122134.1k $5.7m $5.7m 0.09% Reduced -6 -6
53 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 125,273125.3k $6.0m $6.0m 0.01% Reduced -6.4k -6,405
54 STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio MADISON, WI 125,264125.3k $6.0m $6.0m 0.02% Added +25.4k +25,403
55 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 118,385118.4k $5.7m $5.7m 0.00% Added +3.7k +3,658
56 GREAT LAKES ADVISORS, LLC 0.05% of their portfolio CHICAGO, IL 115,007115.0k $5.5m $5.5m 0.05% Reduced -60.1k -60,130
57 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 110,204110.2k $5.3m $5.3m 0.00% Added +23.6k +23,557
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 97,27597.3k $4.7m $4.7m 0.00% Reduced -18.4k -18,414
59 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 96,68996.7k $4.6m $4.6m 0.00% Added +2.8k +2,799
60 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 91,24591.2k $4.4m $4.4m 0.00% Reduced -443 -443
61 CRAWFORD INVESTMENT COUNSEL INC 0.09% of their portfolio ATLANTA, GA 90,21290.2k $4.3m $4.3m 0.09% Added +7.3k +7,270
62 BOKF, NA 0.08% of their portfolio TULSA, OK 88,38688.4k $4.2m $4.2m 0.08% Reduced -1.9k -1,878
63 QUADRANT CAPITAL GROUP LLC 0.33% of their portfolio CINCINNATI, OH 80,25080.2k $3.8m $3.8m 0.33% Added +179 +179
64 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 80,24880.2k $3.8m $3.8m 0.01% Reduced -63.1k -63,124
65 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 79,86079.9k $3.8m $3.8m 0.02% Added +110 +110
66 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 77,49177.5k $3.7m $3.7m 0.00% Unchanged
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 73,81573.8k $3.5m $3.5m 0.00% Reduced -3.0k -2,958
68 Valeo Financial Advisors, LLC 0.14% of their portfolio CARMEL, IN 71,51571.5k $3.4m $3.4m 0.14% Reduced -6.9k -6,948
69 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 70,68170.7k $3.4m $3.4m 0.01% Reduced -4.8k -4,760
70 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 66,09366.1k $3.2m $3.2m 0.02% Reduced -2.7k -2,654
71 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 65,63165.6k $3.1m $3.1m 0.01% Added +15.0k +14,999
72 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 63,31263.3k $3.0m $3.0m 0.00% Reduced -11.8k -11,818
73 MCMORGAN & CO LLC 0.50% of their portfolio SAN FRANCISCO, CA 63,30163.3k $3.0m $3.0m 0.50% Added +2.6k +2,600
74 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 63,27163.3k $3.0m $3.0m 0.01% Reduced -17.5k -17,522
75 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 62,30062.3k $3.0m $3.0m 0.01% Reduced -1.7k -1,658
76 TEXAS PERMANENT SCHOOL FUND CORP 0.03% of their portfolio AUSTIN, TX 60,39760.4k $2.9m $2.9m 0.03% Added +1.0k +1,019
77 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 59,95560.0k $2.9m $2.9m 0.01% Reduced -3.2k -3,190
78 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,46956.5k $2.7m $2.7m 0.00% New
79 GUYASUTA INVESTMENT ADVISORS INC 0.19% of their portfolio PITTSBURGH, PA 55,27955.3k $2.6m $2.6m 0.19% Unchanged
80 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 54,82254.8k $2.6m $2.6m 0.00% Reduced -37.0k -36,971
81 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 53,65053.6k $2.6m $2.6m 0.00% Reduced -6.5k -6,452
82 GHP Investment Advisors, Inc. 0.13% of their portfolio Denver, CO 49,93149.9k $2.4m $2.4m 0.13% Reduced -9.2k -9,184
83 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 47,76747.8k $2.3m $2.3m 0.00% Reduced -1.7k -1,741
84 RICE HALL JAMES & ASSOCIATES, LLC 0.13% of their portfolio San Diego, CA 47,68247.7k $2.3m $2.3m 0.13% Reduced -424 -424
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 44,47644.5k $2.1m $2.1m 0.00% Added +7.8k +7,849
86 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 44,02244.0k $2.1m $2.1m 0.00% Added +14.5k +14,512
87 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 43,09243.1k $2.1m $2.1m 0.10% Unchanged
88 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 43,00243.0k $2.1m $2.1m 0.02% Reduced -528 -528
89 Aldebaran Capital, LLC 2.09% of their portfolio CARMEL, IN 42,72942.7k $2.0m $2.0m 2.09% Reduced -170 -170
90 Illinois Municipal Retirement Fund 0.03% of their portfolio OAK BROOK, IL 40,33740.3k $1.9m $1.9m 0.03% Reduced -2.8k -2,788
91 COMERICA BANK 0.01% of their portfolio DALLAS, TX 40,13740.1k $1.9m $1.9m 0.01% Added +2.5k +2,489
92 Man Group plc 0.01% of their portfolio LONDON, X0 39,84039.8k $1.9m $1.9m 0.01% New
93 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 39,15639.2k $1.9m $1.9m 0.01% Reduced -1.8k -1,777
94 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 38,14538.1k $1.8m $1.8m 0.01% Added +189 +189
95 South Dakota Investment Council 0.04% of their portfolio SIOUX FALLS, SD 37,78337.8k $1.8m $1.8m 0.04% Unchanged
96 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 36,66536.7k $1.8m $1.8m 0.01% Unchanged
97 Kingsview Wealth Management, LLC 0.05% of their portfolio GRANTS PASS, OR 36,00936.0k $1.7m $1.7m 0.05% New
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 35,21535.2k $1.7m $1.7m 0.00% Reduced -287 -287
99 Louisiana State Employees Retirement System 0.03% of their portfolio BATON ROUGE, LA 35,00035.0k $1.7m $1.7m 0.03% Reduced -600 -600
100 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 34,67734.7k $1.7m $1.7m 0.02% Reduced -800 -800