Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

282 institutional holders +2 vs Q4 2023
65,894,67065.9m shares reported held*
$3.3bnreported value*
26 new 85 added 105 reduced 26 sold out net bought ≈ $132.1m (+2.6m 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 ($1.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.25. Options: 4 managers hold calls ($1.2m notional), 4 hold puts ($487.8k).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307Q1 23: 280Q2 23: 276Q3 23: 269Q4 23: 280Q1 24: 282282Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022276
Q4 2022307
Q1 2023280
Q2 2023276
Q3 2023269
Q4 2023280
Q1 2024282

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 23Q1 24: 111 bought or addedQ1 24: 131 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022129134
Q1 2023109152
Q2 2023114129
Q3 202397143
Q4 2023116119
Q1 2024111131

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ2 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 0.27Q1 24 calls: $1.2mQ1 24 puts: $487.8kQ1 24P/C 0.42
Numbers
QuarterCallsPutsP/C
Q2 2023$1.7m$620.4k0.37
Q3 2023$1.5m$101.3k0.07
Q4 2023$1.9m$520.8k0.27
Q1 2024$1.2m$487.8k0.42

Biggest buyers

FMR LLC Added +2,470,079+2.5m
MORGAN STANLEY Added +711,535+711.5k
ADAGE CAPITAL PARTNERS GP, L.L.C. Added +328,618+328.6k
VANGUARD GROUP INC Added +290,275+290.3k
DIMENSIONAL FUND ADVISORS LP Added +183,171+183.2k
Channing Capital Management, LLC Added +101,487+101.5k
Invesco Ltd. Added +85,978+86.0k
Roubaix Capital, LLC New +72,866+72.9k
LAZARD ASSET MANAGEMENT LLC New +65,333+65.3k
GEODE CAPITAL MANAGEMENT, LLC Added +50,052+50.1k

Biggest sellers

Clarkston Capital Partners, LLC Reduced -620,896-620.9k
BlackRock Inc. Reduced -277,481-277.5k
Allspring Global Investments Holdings, LLC Reduced -163,678-163.7k
ArrowMark Colorado Holdings LLC Sold out -152,000-152.0k
RAYMOND JAMES & ASSOCIATES Reduced -92,942-92.9k
LSV ASSET MANAGEMENT Reduced -64,520-64.5k
CITADEL ADVISORS LLC Sold out -56,469-56.5k
BANK OF AMERICA CORP /DE/ Reduced -54,605-54.6k
BARCLAYS PLC Reduced -46,925-46.9k
PRICE T ROWE ASSOCIATES INC /MD/ Reduced -46,271-46.3k

Biggest calls

CITADEL ADVISORS LLC Added $699.0k13.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $392.3k7.8k shares
SIMPLEX TRADING, LLC Reduced $70.0k1.4k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $276.6k5.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $201.2k4.0k shares
SIMPLEX TRADING, LLC Added $10.0k200 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, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 11,366,74611.4m $571.6m $571.6m 0.01% Reduced -277.5k -277,481
2 FMR LLC 0.03% of their portfolio BOSTON, MA 8,952,2319.0m $450.2m $450.2m 0.03% Added +2.5m +2,470,079
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,702,4188.7m $437.6m $437.6m 0.01% Added +290.3k +290,275
4 Clarkston Capital Partners, LLC 3.36% of their portfolio Rochester, MI 3,787,5303.8m $190.5m $190.5m 3.36% Reduced -620.9k -620,896
5 VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio San Antonio, TX 2,843,5602.8m $143.0m $143.0m 0.14% Reduced -41.7k -41,656
6 STATE STREET CORP 0.01% of their portfolio BOSTON, MA 2,736,1092.7m $137.6m $137.6m 0.01% Added +38.0k +37,954
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,188,3112.2m $110.1m $110.1m 0.00% Added +711.5k +711,535
8 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 1,930,3471.9m $97.1m $97.1m 0.03% Added +183.2k +183,171
9 JANUS HENDERSON GROUP PLC 0.05% of their portfolio LONDON, X0 1,806,6021.8m $90.9m $90.9m 0.05% Reduced -15.6k -15,584
10 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,518,4301.5m $76.4m $76.4m 0.01% Added +50.1k +50,052
11 Channing Capital Management, LLC 1.96% of their portfolio Chicago, IL 1,450,4971.5m $72.9m $72.9m 1.96% Added +101.5k +101,487
12 FULLER & THALER ASSET MANAGEMENT, INC. 0.23% of their portfolio SAN MATEO, CA 1,046,4761.0m $52.6m $52.6m 0.23% Added +32.9k +32,870
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 891,840891.8k $44.9m $44.9m 0.01% Added +22.9k +22,875
14 NORGES BANK 0.01% of their portfolio OSLO, Q8 882,115882.1k $44.4m $44.4m 0.01% Added +43.4k +43,448
15 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 812,200812.2k $40.8m $40.8m 0.01% Reduced -16.6k -16,612
16 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio CHICAGO, IL 793,150793.1k $39.9m $39.9m 0.10% Added +631 +631
17 NORTHERN TRUST CORP 0.01% of their portfolio CHICAGO, IL 768,804768.8k $38.7m $38.7m 0.01% Reduced -1.7k -1,670
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 666,736666.7k $33.5m $33.5m 0.01% Reduced -36.8k -36,750
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.05% of their portfolio Boston, MA 543,564543.6k $27.3m $27.3m 0.05% Added +328.6k +328,618
20 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 484,377484.4k $24.4m $24.4m 0.01% Reduced -25.1k -25,058
21 Invesco Ltd. 0.01% of their portfolio ATLANTA, GA 472,717472.7k $23.8m $23.8m 0.01% Added +86.0k +85,978
22 NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio ALBANY, NY 414,187414.2k $20.8m $20.8m 0.03% Added +2.4k +2,390
23 PALISADE CAPITAL MANAGEMENT, LP 0.50% of their portfolio FORT LEE, NJ 377,820377.8k $19.0m $19.0m 0.50% Added +6.4k +6,432
24 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 375,873375.9k $18.9m $18.9m 0.01% Reduced -92.9k -92,942
25 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 365,611365.6k $18.4m $18.4m 0.01% Reduced -14.8k -14,762
26 FRANKLIN RESOURCES INC 0.01% of their portfolio San Mateo, CA 353,792353.8k $17.8m $17.8m 0.01% Added +36 +36
27 GLENMEDE TRUST CO NA 0.08% of their portfolio PHILADELPHIA, PA 327,218327.2k $16.5m $16.5m 0.08% Added +22.6k +22,566
28 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 304,296304.3k $15.3m $15.3m 0.01% Reduced -1.7k -1,715
29 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 287,360287.4k $14.5m $14.5m 0.03% Reduced -64.5k -64,520
30 Fi3 FINANCIAL ADVISORS, LLC 5.53% of their portfolio INDIANAPOLIS, IN 283,567283.6k $12.0m $12.0m 5.53% Reduced -6.1k -6,074
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 266,390266.4k $13.4m $13.4m 0.00% Reduced -5.0k -5,048
32 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 263,290263.3k $13.2m $13.2m 0.04% Reduced -10.7k -10,700
33 FINANCIAL COUNSELORS INC 0.21% of their portfolio Overland Park, KS 244,074244.1k $12.3m $12.3m 0.21% Added +26.6k +26,574
34 GW&K Investment Management, LLC 0.11% of their portfolio BOSTON, MA 242,584242.6k $12.2m $12.2m 0.11% Added +18.4k +18,445
35 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 235,127235.1k $11.8m $11.8m 0.00% Reduced -54.6k -54,605
36 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 210,504210.5k $10.6m $10.6m 0.01% Added +281 +281
37 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 208,849208.8k $10.5m $10.5m 0.00% Added +9.1k +9,100
38 Legal & General Group Plc 0.00% of their portfolio London, X0 196,880196.9k $9.9m $9.9m 0.00% Added +728 +728
39 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 194,365194.4k $9.8m $9.8m 0.01% Reduced -11.0k -11,038
40 Crossmark Global Holdings, Inc. 0.18% of their portfolio HOUSTON, TX 186,778186.8k $9.4m $9.4m 0.18% Reduced -3.5k -3,536
41 Keeley-Teton Advisors, LLC 1.09% of their portfolio Chicago, IL 175,985176.0k $8.9m $8.9m 1.09% Added +3.6k +3,564
42 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 170,358170.4k $8.6m $8.6m 0.02% Reduced -31.2k -31,212
43 Foundry Partners, LLC 0.44% of their portfolio MINNEAPOLIS, MN 165,289165.3k $8.3m $8.3m 0.44% Added +22.7k +22,656
44 GW HENSSLER & ASSOCIATES LTD 0.49% of their portfolio KENNESAW, GA 164,814164.8k $8.3m $8.3m 0.49% Added +19.9k +19,902
45 Blue Trust, Inc. 0.11% of their portfolio BRENTWOOD, TN 159,628159.6k $8.0m $8.0m 0.11% Added +25.5k +25,506
46 Bernzott Capital Advisors 3.09% of their portfolio Camarillo, CA 154,980155.0k $7.8m $7.8m 3.09% Added +381 +381
47 California Public Employees Retirement System 0.01% of their portfolio Sacramento, CA 147,312147.3k $7.4m $7.4m 0.01% Added +3.2k +3,178
48 Public Sector Pension Investment Board 0.05% of their portfolio MONTREAL, A8 143,798143.8k $7.2m $7.2m 0.05% Reduced -1.3k -1,290
49 Swiss National Bank 0.00% of their portfolio ZURICH, V8 138,359138.4k $7.0m $7.0m 0.00% Added +600 +600
50 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 128,815128.8k $6.5m $6.5m 0.00% Reduced -34.7k -34,689
51 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 120,573120.6k $6.1m $6.1m 0.01% Reduced -4.7k -4,700
52 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 105,015105.0k $5.3m $5.3m 0.01% Reduced -163.7k -163,678
53 CRAWFORD INVESTMENT COUNSEL INC 0.10% of their portfolio ATLANTA, GA 101,992102.0k $5.1m $5.1m 0.10% Added +11.8k +11,780
54 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 101,465101.5k $5.1m $5.1m 0.00% Added +4.8k +4,776
55 STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio MADISON, WI 100,940100.9k $5.1m $5.1m 0.01% Reduced -24.3k -24,324
56 GREAT LAKES ADVISORS, LLC 0.04% of their portfolio CHICAGO, IL 98,55198.6k $5.0m $5.0m 0.04% Reduced -16.5k -16,456
57 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 90,24590.2k $4.5m $4.5m 0.00% Reduced -1.0k -1,000
58 BOKF, NA 0.08% of their portfolio TULSA, OK 88,42888.4k $4.4m $4.4m 0.08% Added +42 +42
59 UBS Group AG 0.00% of their portfolio ZURICH, V8 84,31784.3k $4.2m $4.2m 0.00% Reduced -13.0k -12,958
60 QUADRANT CAPITAL GROUP LLC 0.32% of their portfolio CINCINNATI, OH 80,56080.6k $4.1m $4.1m 0.32% Added +310 +310
61 FIFTH THIRD BANCORP 0.02% of their portfolio CINCINNATI, OH 79,87379.9k $4.0m $4.0m 0.02% Added +13 +13
62 PRUDENTIAL FINANCIAL INC 0.01% of their portfolio NEWARK, NJ 78,44378.4k $3.9m $3.9m 0.01% Reduced -1.8k -1,805
63 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 76,56876.6k $3.9m $3.9m 0.00% Reduced -923 -923
64 Roubaix Capital, LLC 2.32% of their portfolio DENVER, CO 72,86672.9k $3.7m $3.7m 2.32% New
65 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 72,11472.1k $3.6m $3.6m 0.00% Reduced -46.3k -46,271
66 Valeo Financial Advisors, LLC 0.13% of their portfolio CARMEL, IN 71,52671.5k $3.5m $3.5m 0.13% Added +11 +11
67 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 70,10170.1k $3.5m $3.5m 0.00% Reduced -3.7k -3,714
68 MCMORGAN & CO LLC 0.57% of their portfolio SAN FRANCISCO, CA 65,62665.6k $3.3m $3.3m 0.57% Added +2.3k +2,325
69 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 65,38465.4k $3.3m $3.3m 0.01% Added +5.4k +5,429
70 Allianz Asset Management GmbH 0.01% of their portfolio MUNICH, 2M 65,38165.4k $3.3m $3.3m 0.01% Reduced -5.3k -5,300
71 LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 65,33365.3k $3.3m $3.3m 0.00% New
72 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 63,62163.6k $3.2m $3.2m 0.00% Added +8.8k +8,799
73 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 63,27963.3k $3.2m $3.2m 0.00% Reduced -46.9k -46,925
74 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 63,13863.1k $3.2m $3.2m 0.01% Reduced -133 -133
75 TEXAS PERMANENT SCHOOL FUND CORP 0.02% of their portfolio AUSTIN, TX 61,39661.4k $3.1m $3.1m 0.02% Added +999 +999
76 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 60,85860.9k $3.1m $3.1m 0.01% Reduced -1.4k -1,442
77 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 59,32259.3k $3.0m $3.0m 0.01% Reduced -6.3k -6,309
78 GUYASUTA INVESTMENT ADVISORS INC 0.19% of their portfolio PITTSBURGH, PA 55,27955.3k $2.6m $2.6m 0.19% Unchanged
79 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 52,11852.1k $2.6m $2.6m 0.00% Reduced -11.2k -11,194
80 GHP Investment Advisors, Inc. 0.13% of their portfolio Denver, CO 51,09451.1k $2.6m $2.6m 0.13% Added +1.2k +1,163
81 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 49,75649.8k $2.5m $2.5m 0.00% Added +2.0k +1,989
82 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 49,62649.6k $2.5m $2.5m 0.02% Reduced -16.5k -16,467
83 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 46,78946.8k $2.4m $2.4m 0.00% Added +2.8k +2,767
84 Man Group plc 0.01% of their portfolio LONDON, X0 44,99945.0k $2.3m $2.3m 0.01% Added +5.2k +5,159
85 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 43,55943.6k $2.2m $2.2m 0.00% Reduced -10.1k -10,091
86 Texas Yale Capital Corp. 0.10% of their portfolio ST. PETERSBURG, FL 43,09243.1k $2.2m $2.2m 0.10% Unchanged
87 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 43,01343.0k $2.2m $2.2m 0.00% Reduced -1.5k -1,463
88 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 42,73642.7k $2.1m $2.1m 0.02% Reduced -266 -266
89 Aldebaran Capital, LLC 1.97% of their portfolio CARMEL, IN 41,15441.2k $2.1m $2.1m 1.97% Reduced -1.6k -1,575
90 Illinois Municipal Retirement Fund 0.03% of their portfolio OAK BROOK, IL 39,75839.8k $2.0m $2.0m 0.03% Reduced -579 -579
91 RICE HALL JAMES & ASSOCIATES, LLC 0.11% of their portfolio San Diego, CA 39,30239.3k $2.0m $2.0m 0.11% Reduced -8.4k -8,380
92 AMERICAN INTERNATIONAL GROUP, INC. 0.01% of their portfolio New York, NY 37,81937.8k $1.9m $1.9m 0.01% Reduced -326 -326
93 COMERICA BANK 0.01% of their portfolio DALLAS, TX 37,07837.1k $1.9m $1.9m 0.01% Reduced -3.1k -3,059
94 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 36,27336.3k $1.8m $1.8m 0.00% Added +1.1k +1,058
95 South Dakota Investment Council 0.04% of their portfolio SIOUX FALLS, SD 35,98336.0k $1.8m $1.8m 0.04% Reduced -1.8k -1,800
96 State of Tennessee, Department of Treasury 0.01% of their portfolio NASHVILLE, TN 35,85835.9k $1.8m $1.8m 0.01% Reduced -3.3k -3,298
97 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 35,81635.8k $1.8m $1.8m 0.01% Reduced -849 -849
98 Bridgewater Associates, LP 0.01% of their portfolio Westport, CT 35,56635.6k $1.8m $1.8m 0.01% New
99 Louisiana State Employees Retirement System 0.03% of their portfolio BATON ROUGE, LA 34,70034.7k $1.7m $1.7m 0.03% Reduced -300 -300
100 YOUSIF CAPITAL MANAGEMENT, LLC 0.02% of their portfolio BLOOMFIELD HILLS, MI 31,77031.8k $1.6m $1.6m 0.02% Reduced -2.9k -2,907