HNNA
HENNESSY ADVISORS, INC.Marquee-fund ownership over time
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $8.11 | $10 | +25% |
| Citadel Advisors re-entered | Q2 2025(8Q snapshot) | 4Q | $9.85 | $10 | +3% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at HENNESSY ADVISORS INC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 12, 2026 — the most recent Form 4 on file — not from today.
- Form 40001437749-26-016460May 12, 2026
- Form 40001437749-25-039084Dec 31, 2025
- Form 40001437749-25-038824Dec 29, 2025
- Form 40001437749-25-038539Dec 22, 2025
- Form 40001437749-25-037562Dec 11, 2025
- Form 40001437749-25-037287Dec 9, 2025
- Form 40001437749-25-030052Sep 29, 2025
- Form 40001437749-25-029898Sep 25, 2025
- Form 40001437749-25-029518Sep 19, 2025
- Form 40001437749-25-029513Sep 19, 2025
- Form 40001437749-25-029511Sep 19, 2025
- Form 40001437749-25-029507Sep 19, 2025
- Form 40001437749-25-029503Sep 19, 2025
- Form 40001437749-25-029501Sep 19, 2025
- Form 40001437749-25-029499Sep 19, 2025
Fundamentals
XBRL · HENNESSY ADVISORS, INC.Annual figures sourced directly from HENNESSY ADVISORS, INC.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for HENNESSY ADVISORS INC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-KFORM 8-KMay 28, 2026
- 10-QFORM 10-QMay 6, 2026
- 8-KFORM 8-KMay 6, 2026
- 8-KFORM 8-KFeb 9, 2026
- 10-QFORM 10-QFeb 5, 2026
- 8-KFORM 8-KFeb 5, 2026
- DEF 14AFORM DEF 14ADec 10, 2025
- 10-KFORM 10-KDec 3, 2025
- 8-KFORM 8-KDec 3, 2025
- 8-KFORM 8-KOct 29, 2025
- 10-QFORM 10-QAug 6, 2025
- 8-KFORM 8-KAug 6, 2025
- 8-KFORM 8-KMay 7, 2025
- 10-QFORM 10-QMay 7, 2025
- 8-KFORM 8-KMar 14, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025 | open | $9.93 | $10 | +2% |
| Citadel Advisors | Q2 2025 | Q3 2025 | $9.85 | $10 | +4% |
| Renaissance Technologies | Q3 2024 | open | $8.11 | $10 | +25% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.