HENNESSY ADVISORS INC

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HNNA·425885100·US·equity·Financial Services - Asset Management-13D/G

HNNA (HENNESSY ADVISORS INC) is held by 16 institutional investors as of Q1 2026. Largest holders: RENAISSANCE TECHNOLOGIES LLC ($975,858), Allworth Financial LP ($793,455), DIMENSIONAL FUND ADVISORS LP ($513,601). Net institutional sentiment: Mixed.

16

Holders

Avg rating(2 Elite)

$3.8M

Total Value

62% (16)

Fund Consensus

8 buying - 5 selling

Smart Money Verdict

View all

46Weak MomentumStrong Convergence

Institutional (13F)49

Insider (Form 4)39

Activist (13D/13G)50

Congressional (STOCK Act)

No data

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See how HNNA's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

5

★★★★

Strong

7

★★★

Solid

2

★★

Below

0

★

Weak

Held by 16 funds

2 elite

Who's Trading

ActivistSGSeaport Global Asset Management LLC5.2%Feb 3, 2026

InsiderNKNewton KieraSell $5KDec 30, 2025

InsiderNKNewton KieraSell $4KSep 29, 2025

InsiderNKNewton KieraSell $33Sep 23, 2025

InsiderUNUnknownSell $28KAug 15, 2025

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13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RENAISSANCE TECHNOLOGIES LLC	Increased	100,088(+4.9%)	$975,858	0.0%	+40.60%	26
Allworth Financial LP	Unchanged	81,380	$793,455	0.0%	-4.79%	0
DIMENSIONAL FUND ADVISORS LP	Increased	52,677(+7.3%)	$513,601	0.0%	+45.42%	26
GEODE CAPITAL MANAGEMENT, LLC	Decreased	51,302(-9.2%)	$500,327	0.0%	+20.34%	0
NORTHERN TRUST CORP	Decreased	28,105(-0.7%)	$274,024	0.0%	+21.11%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	20,424(+79.1%)	$199,134	0.0%	+4.39%	24
Empowered Funds, LLC	Increased	15,011(+13.8%)	$146,357	0.0%	-13.17%	25
BlackRock, Inc.	Increased	13,594(+8.8%)	$132,542	0.0%	-11.32%	16
BANK OF AMERICA CORP /DE/	Decreased	13,500(-41.5%)	$131,625	0.0%	-2.75%	0
CITADEL ADVISORS LLC	Decreased	10,932(-35.3%)	$106,587	0.0%	-3.97%	0
UBS Group AG	Increased	3,701(+335.4%)	$36,085	0.0%	+0.50%	22
JONES FINANCIAL COMPANIES LLLP	Increased	1,347(+28.6%)	$12,810	0.0%	-2.53%	15
CITIGROUP INC	Increased	5(+400.0%)	$49	0.0%	+0.30%	12
MORGAN STANLEY	Unchanged	1	$13	0.0%	+5.87%	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	1(-99.2%)	$10	0.0%	+5.87%	0
WELLS FARGO & COMPANY/MN	Unchanged	1	$9	0.0%	+7.88%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer