HENNESSY CAPITAL INVESTMENT HVII

US Utilities Electric Services
$10.46
+0.1%
52w: $10.13 – $10.90

Latest 13F among current holders filed 1 month ago (May 18, 2026)

Price — last 12 months

research preview data
10.1310.5210.90
Jun 20, 2025 Jul 2, 2026
Institutional holders
53
-2 QoQ
13F value
$192.8M
+2.8% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
2
Q1 2026

Institutional value by quarter

$132.3M
Q1 2025
$180.8M
Q2 2025
$183.0M
Q3 2025
$187.5M
Q4 2025
$192.8M
Q1 2026

Number of holders

29
Q1 2025
47
Q2 2025
42
Q3 2025
55
Q4 2025
53
Q1 2026

Who owns HVII?

Q1 2026 filings
FundTypeSharesValue% of fundChange
HIGHBRIDGE CAPITAL MANAGEMENT LLC Quant stat arb1.7M$17.2M1.6%+10.8%
TENOR CAPITAL MANAGEMENT Co., L.P. Other1.5M$15.5M1.0%Held
Linden Advisors LP Other1.5M$15.1M0.8%Held
Aventail Capital Group, LP Other1.5M$15.0M0.7%+4.3%
Verbena Value LP ★2Fundamental concentrated1.2M$12.7M2.1%Held
AQR Arbitrage LLC Other1.1M$10.9M0.2%-0.6%
D. E. Shaw & Co., Inc. Quant stat arb940.5K$9.7M0.0%Held
Crossingbridge Advisors, LLC ★2Fundamental diversified940.2K$9.7M2.0%New
BERKLEY W R CORP ★2Fundamental diversified728.7K$7.5M0.4%+52.4%
GLAZER CAPITAL, LLC Quant stat arb699.9K$7.2M0.2%+29.6%
Magnetar Financial LLC Quant stat arb665.0K$6.9M0.1%Held
Radcliffe Capital Management, L.P. Quant stat arb525.5K$5.4M0.6%-0.2%
RiverPark Advisors, LLC ★2Fundamental diversified475.3K$4.9M2.4%New
RIVERNORTH CAPITAL MANAGEMENT, LLC Other399.0K$4.1M0.2%Held
GOLDMAN SACHS GROUP INC Bank broker370.0K$3.8M0.0%Held
TORONTO DOMINION BANK Bank broker350.0K$3.6M0.0%+1678.2%
LMR Partners LLP Quant stat arb350.0K$3.6M0.0%Held
Sculptor Capital LP Other347.6K$3.6M0.1%-1.5%
MOORE CAPITAL MANAGEMENT, LP Fundamental diversified300.0K$3.1M0.1%Held
METEORA CAPITAL, LLC Quant stat arb300.0K$3.1M0.2%New
Qube Research & Technologies Ltd Quant stat arb294.0K$3.0M0.0%Held
MIZUHO SECURITIES USA LLC Other263.6K$2.7M0.1%New
BANK OF AMERICA CORP /DE/ Bank broker200.0K$2.1M0.0%Held
WHITEBOX ADVISORS LLC Other200.0K$2.1M0.1%Held
GRITSTONE ASSET MANAGEMENT LLC ★2Fundamental diversified197.9K$2.0M2.2%Held
HRT FINANCIAL LP Diversified mechanical167.1K$1.7M0.0%-0.1%
Wealthspring Capital LLC ★2Fundamental diversified166.7K$1.7M0.4%-29.5%
PICTON MAHONEY ASSET MANAGEMENT Other150.0K$1.6M0.0%Held
DLD Asset Management, LP Quant stat arb146.7K$1.5M0.5%Held
Periscope Capital Inc. Other125.0K$1.3M0.2%-37.5%
ARISTEIA CAPITAL, L.L.C. Quant stat arb125.0K$1.3M0.0%Held
Shaolin Capital Management LLC Other100.0K$1.0M0.1%Held
CANTOR FITZGERALD, L. P. Quant stat arb89.6K$927K0.0%Held
Brevan Howard Capital Management LP Diversified mechanical80.0K$827K0.0%New
MILLENNIUM MANAGEMENT LLC Multistrat pod75.0K$776K0.0%-77.8%
WOLVERINE ASSET MANAGEMENT LLC Market maker64.6K$668K0.0%+339.8%
HEIGHTS CAPITAL MANAGEMENT, INC Quant stat arb60.0K$621K0.2%Held
Context Capital Management, LLC ★2Fundamental diversified60.0K$621K0.1%Held
Cannon Global Investment Management, LLC ★2Fundamental diversified58.0K$600K1.5%+14.2%
Clear Street Group Inc. Other54.4K$563K0.0%+87.1%
CSS LLC/IL Other51.9K$537K0.1%Held
K2 PRINCIPAL FUND, L.P. Quant stat arb46.9K$486K0.1%-12.2%
GEODE CAPITAL MANAGEMENT, LLC Index provider29.3K$303K0.0%Held
Davidson Kempner Capital Management LP Quant stat arb24.6K$255K0.0%Held
Shay Capital LLC Quant stat arb14.1K$146K0.0%Held
Schonfeld Strategic Advisors LLC Multistrat pod13.7K$142K0.0%New
BARCLAYS PLC Bank broker10.0K$104K0.0%Held
Lineage Point Capital LP Other10.0K$104K0.0%Held
FNY Investment Advisers, LLC Quant stat arb5.2K$53K0.0%+364.9%
Mirae Asset Global Investments Co., Ltd. Index provider4.5K$47K0.0%-91.0%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.