Vault-13

HILLENBRAND INC HI

COM · Common Stock · CUSIP 431571108 · ISIN US4315711089

262 institutional holders -20 vs Q1 2024
65,199,02765.2m shares reported held*
$2.6bnreported value*
22 new 88 added 96 reduced 41 sold out net sold ≈ $27.1m (-679.2k 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 ($652.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $40.05. Options: 4 managers hold calls ($888.4k notional), 2 hold puts ($204.1k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 276Q4 22: 307Q1 23: 280Q2 23: 276Q3 23: 269Q4 23: 280Q1 24: 282Q2 24: 262262Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022276
Q4 2022307
Q1 2023280
Q2 2023276
Q3 2023269
Q4 2023280
Q1 2024282
Q2 2024262

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 outQ2 23: 114 bought or addedQ2 23: 129 cut or sold outQ2 23Q3 23: 97 bought or addedQ3 23: 143 cut or sold outQ4 23: 116 bought or addedQ4 23: 119 cut or sold outQ4 23Q1 24: 111 bought or addedQ1 24: 131 cut or sold outQ2 24: 110 bought or addedQ2 24: 137 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 2022129134
Q1 2023109152
Q2 2023114129
Q3 202397143
Q4 2023116119
Q1 2024111131
Q2 2024110137

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ3 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 0.42Q2 24 calls: $888.4kQ2 24 puts: $204.1kQ2 24P/C 0.23
Numbers
QuarterCallsPutsP/C
Q3 2023$1.5m$101.3k0.07
Q4 2023$1.9m$520.8k0.27
Q1 2024$1.2m$487.8k0.42
Q2 2024$888.4k$204.1k0.23

Biggest buyers

FULLER & THALER ASSET MANAGEMENT, INC. Added +1,678,291+1.7m
DIMENSIONAL FUND ADVISORS LP Added +253,730+253.7k
BARCLAYS PLC Added +206,569+206.6k
BANK OF AMERICA CORP /DE/ Added +174,493+174.5k
LAZARD ASSET MANAGEMENT LLC Added +171,560+171.6k
JANE STREET GROUP, LLC Added +156,066+156.1k
Channing Capital Management, LLC Added +132,291+132.3k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Added +94,220+94.2k
GEODE CAPITAL MANAGEMENT, LLC Added +77,632+77.6k
GOLDMAN SACHS GROUP INC Added +61,265+61.3k

Biggest sellers

MORGAN STANLEY Reduced -1,461,878-1.5m
JANUS HENDERSON GROUP PLC Reduced -286,513-286.5k
BlackRock Inc. Reduced -248,254-248.3k
Crossmark Global Holdings, Inc. Reduced -181,626-181.6k
Invesco Ltd. Reduced -180,366-180.4k
VANGUARD GROUP INC Reduced -171,918-171.9k
Allspring Global Investments Holdings, LLC Reduced -100,214-100.2k
GREAT LAKES ADVISORS, LLC Sold out -98,551-98.6k
BOKF, NA Sold out -88,428-88.4k
STATE OF WISCONSIN INVESTMENT BOARD Reduced -86,460-86.5k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $472.2k11.8k shares
CITADEL ADVISORS LLC Reduced $408.2k10.2k shares
SIMPLEX TRADING, LLC Reduced $8.0k200 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $204.1k5.1k 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 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 11,118,49211.1m $445.0m $445.0m 0.01% Reduced -248.3k -248,254
2 FMR LLC 0.02% of their portfolio BOSTON, MA 8,929,9438.9m $357.4m $357.4m 0.02% Reduced -22.3k -22,288
3 VANGUARD GROUP INC 0.01% of their portfolio Valley Forge, PA 8,530,5008.5m $341.4m $341.4m 0.01% Reduced -171.9k -171,918
4 Clarkston Capital Partners, LLC 2.86% of their portfolio Rochester, MI 3,748,4463.7m $150.0m $150.0m 2.86% Reduced -39.1k -39,084
5 VICTORY CAPITAL MANAGEMENT INC 0.11% of their portfolio San Antonio, TX 2,806,5482.8m $112.3m $112.3m 0.11% Reduced -37.0k -37,012
6 FULLER & THALER ASSET MANAGEMENT, INC. 0.47% of their portfolio SAN MATEO, CA 2,724,7672.7m $109.0m $109.0m 0.47% Added +1.7m +1,678,291
7 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,720,1432.7m $108.9m $108.9m 0.00% Reduced -16.0k -15,966
8 DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio AUSTIN, TX 2,184,0772.2m $87.4m $87.4m 0.02% Added +253.7k +253,730
9 GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BOSTON, MA 1,596,0621.6m $63.9m $63.9m 0.01% Added +77.6k +77,632
10 Channing Capital Management, LLC 1.74% of their portfolio Chicago, IL 1,582,7881.6m $63.3m $63.3m 1.74% Added +132.3k +132,291
11 JANUS HENDERSON GROUP PLC 0.03% of their portfolio LONDON, X0 1,520,0891.5m $60.8m $60.8m 0.03% Reduced -286.5k -286,513
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio SAN FRANCISCO, CA 930,563930.6k $37.2m $37.2m 0.01% Added +38.7k +38,723
13 NORGES BANK 0.01% of their portfolio OSLO, Q8 885,556885.6k $35.4m $35.4m 0.01% Added +3.4k +3,441
14 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 834,186834.2k $33.4m $33.4m 0.01% Added +22.0k +21,986
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio CHICAGO, IL 791,698791.7k $31.7m $31.7m 0.08% Reduced -1.5k -1,452
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 726,433726.4k $29.1m $29.1m 0.00% Reduced -1.5m -1,461,878
17 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 726,428726.4k $29.1m $29.1m 0.00% Reduced -42.4k -42,376
18 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 632,263632.3k $25.3m $25.3m 0.01% Reduced -34.5k -34,473
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% of their portfolio Boston, MA 563,564563.6k $22.6m $22.6m 0.04% Added +20.0k +20,000
20 Nuveen Asset Management, LLC 0.01% of their portfolio CHICAGO, IL 487,460487.5k $19.5m $19.5m 0.01% Added +3.1k +3,083
21 NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio ALBANY, NY 430,988431.0k $17.2m $17.2m 0.02% Added +16.8k +16,801
22 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 409,620409.6k $16.4m $16.4m 0.00% Added +174.5k +174,493
23 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 392,196392.2k $15.7m $15.7m 0.01% Added +16.3k +16,323
24 PALISADE CAPITAL MANAGEMENT, LP 0.40% of their portfolio FORT LEE, NJ 371,345371.3k $14.9m $14.9m 0.40% Reduced -6.5k -6,475
25 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 354,416354.4k $14.2m $14.2m 0.00% Added +624 +624
26 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 347,134347.1k $13.9m $13.9m 0.01% Reduced -18.5k -18,477
27 GLENMEDE TRUST CO NA 0.07% of their portfolio PHILADELPHIA, PA 329,316329.3k $13.2m $13.2m 0.07% Added +2.1k +2,098
28 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 303,868303.9k $12.2m $12.2m 0.01% Reduced -428 -428
29 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 292,351292.4k $11.7m $11.7m 0.00% Reduced -180.4k -180,366
30 Fi3 FINANCIAL ADVISORS, LLC 4.99% of their portfolio INDIANAPOLIS, IN 283,538283.5k $11.3m $11.3m 4.99% Reduced -29 -29
31 LSV ASSET MANAGEMENT 0.02% of their portfolio CHICAGO, IL 278,160278.2k $11.1m $11.1m 0.02% Reduced -9.2k -9,200
32 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.04% of their portfolio Los Angeles, CA 270,230270.2k $10.8m $10.8m 0.04% Added +6.9k +6,940
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 270,114270.1k $10.8m $10.8m 0.00% Added +61.3k +61,265
34 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 269,848269.8k $10.8m $10.8m 0.00% Added +206.6k +206,569
35 FINANCIAL COUNSELORS INC 0.16% of their portfolio Overland Park, KS 247,725247.7k $9.9m $9.9m 0.16% Added +3.7k +3,651
36 LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 236,893236.9k $9.5m $9.5m 0.01% Added +171.6k +171,560
37 GW&K Investment Management, LLC 0.09% of their portfolio BOSTON, MA 235,896235.9k $9.4m $9.4m 0.09% Reduced -6.7k -6,688
38 RHUMBLINE ADVISERS 0.01% of their portfolio BOSTON, MA 220,061220.1k $8.8m $8.8m 0.01% Added +9.6k +9,557
39 Legal & General Group Plc 0.00% of their portfolio London, X0 194,301194.3k $7.8m $7.8m 0.00% Reduced -2.6k -2,579
40 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 186,426186.4k $7.5m $7.5m 0.00% Reduced -80.0k -79,964
41 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 171,936171.9k $6.9m $6.9m 0.01% Added +156.1k +156,066
42 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 170,788170.8k $6.8m $6.8m 0.00% Added +94.2k +94,220
43 Foundry Partners, LLC 0.36% of their portfolio MINNEAPOLIS, MN 168,114168.1k $6.7m $6.7m 0.36% Added +2.8k +2,825
44 GW HENSSLER & ASSOCIATES LTD 0.39% of their portfolio KENNESAW, GA 161,969162.0k $6.5m $6.5m 0.39% Reduced -2.8k -2,845
45 Blue Trust, Inc. 0.11% of their portfolio BRENTWOOD, TN 159,684159.7k $8.0m $8.0m 0.11% Added +56 +56
46 Public Sector Pension Investment Board 0.04% of their portfolio MONTREAL, A8 154,464154.5k $6.2m $6.2m 0.04% Added +10.7k +10,666
47 Bernzott Capital Advisors 2.75% of their portfolio Camarillo, CA 149,220149.2k $6.0m $6.0m 2.75% Reduced -5.8k -5,760
48 VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio ATLANTA, GA 147,348147.3k $5.9m $5.9m 0.01% Reduced -47.0k -47,017
49 ProShare Advisors LLC 0.02% of their portfolio BETHESDA, MD 143,181143.2k $5.7m $5.7m 0.02% Reduced -27.2k -27,177
50 Swiss National Bank 0.00% of their portfolio ZURICH, V8 138,359138.4k $5.5m $5.5m 0.00% Unchanged
51 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio ALBANY, NY 119,473119.5k $4.8m $4.8m 0.01% Reduced -1.1k -1,100
52 California Public Employees Retirement System 0.00% of their portfolio Sacramento, CA 115,601115.6k $4.6m $4.6m 0.00% Reduced -31.7k -31,711
53 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 109,735109.7k $4.4m $4.4m 0.00% Reduced -19.1k -19,080
54 CRAWFORD INVESTMENT COUNSEL INC 0.08% of their portfolio ATLANTA, GA 100,992101.0k $4.0m $4.0m 0.08% Reduced -1.0k -1,000
55 Keeley-Teton Advisors, LLC 0.51% of their portfolio Chicago, IL 100,004100.0k $4.0m $4.0m 0.51% Reduced -76.0k -75,981
56 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 91,05591.1k $3.6m $3.6m 0.00% Added +810 +810
57 QUADRANT CAPITAL GROUP LLC 0.24% of their portfolio CINCINNATI, OH 80,76380.8k $3.2m $3.2m 0.24% Added +203 +203
58 FIFTH THIRD BANCORP 0.01% of their portfolio CINCINNATI, OH 79,87079.9k $3.2m $3.2m 0.01% Reduced -3 -3
59 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 76,05576.1k $3.0m $3.0m 0.01% Added +10.7k +10,671
60 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 75,28975.3k $3.0m $3.0m 0.00% Reduced -3.2k -3,154
61 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 74,10874.1k $3.0m $3.0m 0.00% Added +2.0k +1,994
62 Valeo Financial Advisors, LLC 0.09% of their portfolio CARMEL, IN 72,30672.3k $2.9m $2.9m 0.09% Added +780 +780
63 MCMORGAN & CO LLC 0.45% of their portfolio SAN FRANCISCO, CA 70,80670.8k $2.8m $2.8m 0.45% Added +5.2k +5,180
64 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 69,79069.8k $2.8m $2.8m 0.00% Added +4.4k +4,409
65 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 68,44468.4k $2.7m $2.7m 0.00% Reduced -1.7k -1,657
66 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 58,27258.3k $2.3m $2.3m 0.00% Reduced -2.6k -2,586
67 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 55,28155.3k $2.2m $2.2m 0.00% Added +8.5k +8,492
68 GUYASUTA INVESTMENT ADVISORS INC 0.19% of their portfolio PITTSBURGH, PA 55,27955.3k $2.6m $2.6m 0.19% Unchanged
69 GHP Investment Advisors, Inc. 0.10% of their portfolio Denver, CO 51,41451.4k $2.1m $2.1m 0.10% Added +320 +320
70 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 49,82349.8k $2.0m $2.0m 0.00% Added +6.8k +6,810
71 COMERICA BANK 0.01% of their portfolio DALLAS, TX 47,02247.0k $1.9m $1.9m 0.01% Added +9.9k +9,944
72 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 46,88546.9k $1.9m $1.9m 0.01% Reduced -2.7k -2,741
73 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 43,09243.1k $1.7m $1.7m 0.08% Unchanged
74 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 42,75942.8k $1.7m $1.7m 0.00% Reduced -9.4k -9,359
75 Illinois Municipal Retirement Fund 0.03% of their portfolio OAK BROOK, IL 41,24741.2k $1.7m $1.7m 0.03% Added +1.5k +1,489
76 State of Alaska, Department of Revenue 0.02% of their portfolio JUNEAU, AK 41,21341.2k $1.6m $1.6m 0.02% Reduced -1.5k -1,523
77 Aldebaran Capital, LLC 1.52% of their portfolio CARMEL, IN 40,78640.8k $1.6m $1.6m 1.52% Reduced -368 -368
78 Corebridge Financial, Inc. 0.01% of their portfolio HOUSTON, TX 40,73640.7k $1.6m $1.6m 0.01% First filing
79 MetLife Investment Management, LLC 0.01% of their portfolio Whippany, NJ 40,54340.5k $1.6m $1.6m 0.01% Added +4.7k +4,727
80 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 40,11640.1k $1.6m $1.6m 0.01% Reduced -19.2k -19,206
81 UBS Group AG 0.00% of their portfolio ZURICH, V8 40,09340.1k $1.6m $1.6m 0.00% Reduced -44.2k -44,224
82 Man Group plc 0.00% of their portfolio LONDON, X0 39,92839.9k $1.6m $1.6m 0.00% Reduced -5.1k -5,071
83 RICE HALL JAMES & ASSOCIATES, LLC 0.09% of their portfolio San Diego, CA 38,99839.0k $1.6m $1.6m 0.09% Reduced -304 -304
84 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 37,63937.6k $1.5m $1.5m 0.00% Added +1.4k +1,366
85 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 35,79435.8k $1.4m $1.4m 0.00% First filing
86 Louisiana State Employees Retirement System 0.03% of their portfolio BATON ROUGE, LA 35,30035.3k $1.4m $1.4m 0.03% Added +600 +600
87 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 35,03935.0k $1.4m $1.4m 0.00% Reduced -14.7k -14,717
88 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 34,10334.1k $1.4m $1.4m 0.00% Reduced -29.0k -29,035
89 Twelve Points Wealth Management LLC 0.44% of their portfolio CONCORD, MA 31,04631.0k $1.2m $1.2m 0.44% Added +3.6k +3,610
90 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 29,80229.8k $1.2m $1.2m 0.00% Reduced -6.1k -6,056
91 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 28,98229.0k $1.2m $1.2m 0.00% Reduced -14.6k -14,577
92 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,37828.4k $1.1m $1.1m 0.00% New
93 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 28,15528.2k $1.1m $1.1m 0.01% Reduced -3.6k -3,615
94 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 27,37927.4k $1.1m $1.1m 0.00% Added +1.1k +1,129
95 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 27,14327.1k $1.1m $1.1m 0.00% Unchanged
96 South Dakota Investment Council 0.02% of their portfolio SIOUX FALLS, SD 26,94926.9k $1.1m $1.1m 0.02% Reduced -9.0k -9,034
97 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 26,53326.5k $1.1m $1.1m 0.00% Added +2.3k +2,259
98 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 25,21625.2k $1.0m $1.0m 0.02% Added +24.1k +24,099
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,75724.8k $990.8k $990.8k 0.00% New
100 Maryland State Retirement & Pension System 0.02% of their portfolio BALTIMORE, MD 24,47424.5k $979.4k $979.4k 0.02% Reduced -805 -805