Which hedge funds own HNI? HNI CORP, Q2 2026 13F holders
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23 of the hedge funds tracked by WhaleCreep disclosed a position in HNI (HNI CORP) in their Q2 2026 13F filings, worth $132.0m in total. The largest holder by portfolio weight is Pillsbury Lake Capital LLC at 4.6% of its book. 8 managers opened a new position this quarter: Cooper Creek Partners Management LLC, Bastion Asset Management Inc., Conversant Capital LLC, SG Capital Management LLC. 11 exited: Aquatic Capital Management LLC, Arrowstreet Capital, Limited Partnership, Brevan Howard Capital Management LP.
Who discovered HNI first?
Earliest meaningful positions among the 13 tracked managers we observed opening HNI since Q3 2007.
1 Tiger Global Management LLC First reported Q4 2007 1.2%initial weight · $35.2m Exitedby Q2 2008 · held 2q -23%stock since Q4 2007
Weight of Tiger Global Management LLC's 13F book in HNI, by quarter
- 1.4% peak weight, Q1 2008
- $51.4m peak reported value
- 2 quarters held
- 74q before the median tracked entry
The stock's split-adjusted price moved -23% between Q4 2007 and Q1 2008, the last quarter this manager reported the position.
28 managers already held HNI when our coverage of them began
Holocene Advisors, LP (Q4 2017), Pillsbury Lake Capital LLC (Q1 2026), Medina Value Partners, LLC (Q1 2026), Prelude Capital Management, LLC (Q1 2026), Atom Investors LP (Q1 2026), Boothbay Fund Management, LLC (Q1 2026), Balyasny Asset Management L.P. (Q1 2026), Citadel Advisors LLC (Q1 2026), Freestone Grove Partners LP (Q1 2026), Voloridge Investment Management, LLC (Q1 2026), D. E. Shaw & Co., Inc. (Q1 2026), Quarry LP (Q1 2026), Marshall Wace, LLP (Q1 2026), Squarepoint Ops LLC (Q1 2026), Aqr Capital Management LLC (Q1 2026), Two Sigma Investments, LP (Q1 2026), Aquatic Capital Management LLC (Q1 2026), Arrowstreet Capital, Limited Partnership (Q1 2026), Brevan Howard Capital Management LP (Q1 2026), Brightlight Capital Management LP (Q1 2026), Campbell & CO Investment Adviser LLC (Q1 2026), Capital Fund Management S.A. (Q1 2026), Cva Family Office, LLC (Q1 2026), ExodusPoint Capital Management, LP (Q1 2026) and 4 more.
Their first filing on record already includes HNI, so when they first bought it is unknown. They are not ranked above.
View discovery timeline
- Early holdersQ3 2007 – Q4 20073 new tracked holders · 8.0% of tracked managers holding at the end
- Established ownershipQ1 2008 – now10 new tracked holders · 1.9% of tracked managers holding now
Dots mark the ranked managers' first reported quarters. Price is the quarter-end price implied by 13F filings, split-adjusted, shown from Q1 2026 where the series is continuous. Coverage widened in Q1 2026 from about a hundred managers to over a thousand, so holders and new holders are shown relative to the managers filing each quarter.
How this is calculated
13F filings are quarterly snapshots of long US-listed equity positions. They do not show exact purchase dates, intra-quarter trading, short positions, most derivatives, or a manager's actual performance. "First reported" is the first quarter-end filing that shows the position.
A manager is ranked only if we observed it filing, without HNI, within two quarters before its first position. Ranking is by the first quarter the position reached 1% of the manager's 13F book in a run of at least 2 filings, then by peak weight. "High conviction" means a peak weight of at least 5%.
Stock changes are the split-adjusted change in the quarter-end price implied by 13F filings, excluding dividends. They describe the stock over the period, not the return any manager earned. Phases are cut where the share of tracked managers holding HNI passed one third and two thirds of its peak.
Which hedge funds hold HNI? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Pillsbury Lake Capital LLC | Q2 2026 | 4.6% | $16.7m | 412,808 | 87% | added |
| Medina Value Partners, LLC | Q2 2026 | 2.0% | $10.2m | 253,460 | -47% | reduced |
| Cooper Creek Partners Management LLC | Q2 2026 | 1.5% | $36.2m | 897,033 | – | new |
| Bastion Asset Management Inc. | Q2 2026 | 1.3% | $3.8m | 103,713 | – | new |
| Conversant Capital LLC | Q2 2026 | 0.9% | $7.5m | 185,000 | – | new |
| SG Capital Management LLC | Q2 2026 | 0.8% | $9.0m | 222,882 | – | new |
| Prelude Capital Management, LLC | Q2 2026 | 0.4% | $4.8m | 119,243 | 71% | added |
| Atom Investors LP | Q2 2026 | 0.3% | $3.8m | 93,877 | 42% | added |
| Fox Run Management, L.L.C. | Q2 2026 | 0.1% | $320.9k | 7,942 | – | new |
| Bayforest Capital LTD | Q2 2026 | 0.1% | $56.6k | 1,400 | – | new |
| Boothbay Fund Management, LLC | Q2 2026 | 0.0% | $2.6m | 64,204 | 13% | added |
| Balyasny Asset Management L.P. | Q2 2026 | 0.0% | $11.6m | 287,926 | 258% | added |
| Citadel Advisors LLC | Q2 2026 | 0.0% | $12.1m | 298,958 | 134% | added |
| Freestone Grove Partners LP | Q2 2026 | 0.0% | $615.0k | 15,219 | 67% | added |
| Voloridge Investment Management, LLC | Q2 2026 | 0.0% | $811.0k | 20,069 | -89% | reduced |
| Jain Global LLC | Q2 2026 | 0.0% | $278.8k | 6,899 | – | new |
| Qube Research & Technologies LTD | Q2 2026 | 0.0% | $2.6m | 65,328 | – | new |
| D. E. Shaw & Co., Inc. | Q2 2026 | 0.0% | $4.7m | 117,378 | -70% | reduced |
| Quarry LP | Q2 2026 | 0.0% | $13.7k | 340 | 66% | added |
| Marshall Wace, LLP | Q2 2026 | 0.0% | $1.0m | 25,105 | -12% | reduced |
| Squarepoint Ops LLC | Q2 2026 | 0.0% | $407.2k | 10,076 | -81% | reduced |
| Aqr Capital Management LLC | Q2 2026 | 0.0% | $2.2m | 55,100 | 1% | added |
| Two Sigma Investments, LP | Q2 2026 | 0.0% | $480.3k | 11,886 | -39% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| Aquatic Capital Management LLC | 0.1% | $1.7m |
| Arrowstreet Capital, Limited Partnership | 0.1% | $3.2m |
| Brevan Howard Capital Management LP | 0.1% | $997.6k |
| Campbell & CO Investment Adviser LLC | 0.3% | $2.1m |
| Capital Fund Management S.A. | 0.4% | $1.9m |
| Cva Family Office, LLC | 0.1% | $768 |
| ExodusPoint Capital Management, LP | 0.1% | $3.4m |
| iSAM Funds (uk) LTD | 0.2% | $261.3k |
| Magnetar Financial LLC | 0.0% | $702.4k |
| Millennium Management LLC | 0.0% | $1.3m |
| Twinbeech Capital LP | 0.2% | $1.4m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| Brightlight Capital Management LP | Q1 2026 | 8.7% |
How has hedge fund ownership of HNI changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 23 | $132.0m |
| Q1 2026 | 28 | $87.6m |
| Q4 2025 | 2 | $10.1m |
| Q3 2025 | 1 | $7.6m |
| Q1 2025 | 1 | $3.5m |
| Q4 2024 | 1 | $887.4k |
| Q3 2024 | 2 | $1.1m |
| Q2 2024 | 2 | $2.3m |
| Q1 2024 | 2 | $1.5m |
| Q4 2023 | 1 | $1.9m |
| Q3 2023 | 1 | $4.8m |
| Q2 2023 | 2 | $4.7m |
| Q1 2023 | 3 | $1.3m |
| Q4 2022 | 2 | $1.5m |
| Q3 2022 | 2 | $1.7m |
| Q2 2022 | 2 | $2.6m |
Counts every tracked manager that disclosed HNI in that quarter's filing, including managers that have since stopped filing.