13FPulse
HE

HEGD SWAN HEDGED EQUITY US LG CAP

2026Q2 · CUSIP 53656F599 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
80
Institutions that reported holding it to the SEC
Net increase in holders
+1
Last quarter 79 → now 80
How unusual is that
Below average
Stronger than only 41% of US stocks
What the filings say, in one paragraph

80 funds held HEGD at the end of 2026Q2, up 1 from the quarter before. Fund flows are within the usual range — nothing unusual. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2021Q1: holders=6 2021Q2: holders=11 2021Q3: holders=14 2021Q4: holders=26 2022Q1: holders=29 2022Q2: holders=30 2022Q3: holders=27 2022Q4: holders=30 2023Q1: holders=35 2023Q2: holders=28 2023Q3: holders=34 2023Q4: holders=39 2024Q1: holders=40 2024Q2: holders=44 2024Q3: holders=44 2024Q4: holders=63 2025Q1: holders=70 2025Q2: holders=63 2025Q3: holders=69 2025Q4: holders=81 2026Q1: holders=79 2026Q2: holders=80 -19 -9.5 +0 +9.5 +19 54686 21Q121Q322Q122Q323Q123Q324Q124Q325Q125Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush

This stock has never had a buying rush

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
27
Change in large funds
+4
Total value they hold
$501M
Funds buying for the first time
11
Funds that sold out entirely
10
Price change that quarter
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.