Hillenbrand

HI • NYSE

Hillenbrand is a industrial - machinery company in the industrials sector on NYSE, led by Kimberly K. Ryan, with a market cap of $2.2B. As of Q3 2025, 90% of shares are held by 262 institutional investors, with BlackRock, Inc. as the largest holder at 14.92%.

President and CEOKimberly K. Ryan

Market Cap$2.2B

Industrial - Machinery

Industrials

Employees10.4K

Websitehillenbrand.com

Country

United States of America

Overview

Overview of institutional ownership in HI as of Q3 2025 with a market cap of $1.9B

All Institutions

Institutions: 262
Value Held: $1.7B
Shares Held: 63.7M
Avg Position: $6.6M
Median Position: $454.0K

Hedge Funds

Hedge Funds: 28
Value Held: $153.9M
Shares Held: 5.7M
Avg Position: $5.5M
Median Position: $1.2M

Ownership Breakdown

Institutional (non-HF)

82.31%

$1.6B

Hedge Funds

8.08%

$153.9M

Retail & Other

9.61%

$183.2M

Based on market cap of $1.9B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in HI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$284.4M 0.01% of portfolio	14.92% 10.5M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$226.9M 0.00% of portfolio	11.90% 8.4M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
FMR LLC Institution	-	$124.6M 0.01% of portfolio	6.54% 4.6M shares	Q3 2018 Held for 7y 2m	$1.92T
FULLER & THALER ASSET MANAGEMENT, INC. Long Only Manager	Raife Brandon Giovinazzo Managing Partner	$113.4M 0.39% of portfolio	5.95% 4.2M shares	Q1 2023 Held for 2y 8m	$29.4B
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	$84.9M 1.83% of portfolio	4.46% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$4.6B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$75.7M 0.02% of portfolio	3.97% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$74.9M 0.00% of portfolio	3.93% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$55.7M 0.03% of portfolio	2.92% 2.1M shares	Q1 2025 Held for 8 months	$161.58B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$45.3M 0.00% of portfolio	2.38% 1.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	David Craig Brown CEO	$43.9M 0.03% of portfolio	2.30% 1.6M shares	Q3 2019 Held for 6y 2m	$158.22B

Net Capital Flow

Institutional buying and selling activity for HI in Q3 2025

Traded: +$20.1M
Buyers: 126
Sellers: 119
Total Bought: +$181.8M
Total Sold: −$161.6M
Avg Position: $5.9M

Biggest Buyers

Institution	Net Bought	Current Position
Irenic Capital Management LP Hedge Fund•Activist	+$36.5M +1.4M shares	$36.5M 1.4M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$30.3M +1.1M shares	$55.7M 2.1M shares
SG Capital Management LLC Hedge Fund•Event Driven	+$25.9M +956.3K shares	$25.9M 956.3K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$16.0M +591.0K shares	$35.2M 1.3M shares
GOLDMAN SACHS GROUP INC Institution	+$11.6M +430.2K shares	$23.5M 870.3K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$6.9M +254.3K shares	$6.9M 254.3K shares
N Nuveen, LLC Institution	+$4.2M +154.8K shares	$11.2M 413.8K shares
C COOPER CREEK PARTNERS MANAGEMENT LLC Hedge Fund•Long/Short	+$3.2M +120.0K shares	$14.8M 546.2K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$3.0M +111.9K shares	$35.8M 1.3M shares
D D. E. Shaw & Co., Inc. Institution	+$2.9M +107.9K shares	$11.3M 416.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$77.9M −2.9M shares	$124.6M 4.6M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$8.4M −312.0K shares	$43.9M 1.6M shares
B BlackRock, Inc. Institution	−$6.2M −228.0K shares	$284.4M 10.5M shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	−$5.9M −216.6K shares	$2.4M 89.4K shares
Clarkston Capital Partners LLC Long Only Manager	−$5.6M −206.5K shares	$84.9M 3.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$3.7M −138.2K shares	$1.7M 62.1K shares
Q Qube Research & Technologies Ltd Institution	−$3.6M −177.7K shares	Sold Off 0 shares
FEDERATED INVESTORS INC /PA/ Long Only Manager	−$2.9M −107.0K shares	$1.5M 57.0K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	−$2.6M −95.9K shares	$528.0K 19.5K shares
VANGUARD GROUP INC Institution	−$2.6M −94.9K shares	$226.9M 8.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HI in Q3 2025

New Positions: 17
New Value: $43.0M
Exited Positions: 29
Exited Value: $17.3M

New Positions

Institution	Position Value
Irenic Capital Management LP Hedge Fund•Activist	$36.5M 1.4M shares
Bullseye Asset Management LLC Hedge Fund•Long/Short	$2.8M 105.2K shares
Diameter Capital Partners LP Hedge Fund•Credit Arb	$2.0M 75.0K shares
Quinn Opportunity Partners LLC Hedge Fund•Event Driven	$540.8K 20.0K shares
H HARVEST MANAGEMENT LLC Hedge Fund•Event Driven	$540.8K 20.0K shares
TradeLink Capital LLC Hedge Fund•Event Driven	$475.7K 17.6K shares
S Salomon & Ludwin, LLC Institution	$17.7K 660.0 shares
Sontag Advisory, LLC RIA/Wealth	$11.1K 412.0 shares
Westfuller Advisors, LLC RIA/Wealth	$4.5K 167.0 shares
Triumph Capital Management RIA/Wealth	$3.4K 125.0 shares

Exited Positions

Institution	Previous Position
Q Qube Research & Technologies Ltd Institution	$3.6M 177.7K shares
C Cubist Systematic Strategies, LLC Institution	$2.5M 123.2K shares
Quantbot Technologies LLC Hedge Fund•Quant	$1.7M 84.3K shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	$1.2M 59.0K shares
D Dynamic Technology Lab Private Ltd Institution	$961.2K 47.9K shares
B Brevan Howard Capital Management LP Institution	$928.0K 46.2K shares
A AXA Institution	$873.6K 43.5K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$864.4K 43.1K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$858.5K 42.8K shares
WEALTHEDGE INVESTMENT ADVISORS, LLC RIA/Wealth	$659.2K 32.8K shares

Options Activity

Institutions with the largest Call and Put options positions in HI as of Q3 2025

Call Positions: 5
Call Value: $55.0M
Put Positions: 2
Put Value: $1.0M

Call Positions

Institution	Position Value
T TOMS Capital Investment Management LP Hedge Fund•Long/Short	$27.0M 10.0K contracts
GOLDMAN SACHS GROUP INC Institution	$22.7M 8.4K contracts
J JANE STREET GROUP, LLC Institution	$2.7M 1.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 721.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$513.8K 190.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$570.5K 211.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$475.9K 176.0 contracts

Most Committed Institutions

Institutions with HI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Irenic Capital Management LP Hedge Fund•Activist	Adam Jason Katz CIO	7.79% $36.5M	1.92% 1.4M shares	Q3 2025 Held for 2 months	$469.3M
BERNZOTT CAPITAL ADVISORS RIA/Wealth	Mark Alexander Scott CEO	4.97% $10.5M	0.55% 389.3K shares	≤ Q2 2013 Held for 12y 5m+	$211.9M
TradeLink Capital LLC Hedge Fund•Event Driven	Steven Wesley Wolf CEO	3.95% $475.7K	0.02% 17.6K shares	Q3 2025 Held for 2 months	$12.0M
SG Capital Management LLC Hedge Fund•Event Driven	Glen Schneider President	2.59% $25.9M	1.36% 956.3K shares	Q3 2025 Held for 2 months	$998.2M
S Seven Six Capital Management, LLC Institution	-	2.45% $2.5M	0.13% 91.9K shares	Q4 2024 Held for 11 months	$101.4M
F Fi3 FINANCIAL ADVISORS, LLC RIA/Wealth	Ivan Douglas Hoffman Managing Partner	2.37% $7.0M	0.37% 258.7K shares	Q1 2021 Held for 4y 8m	$295.8M
Clarkston Capital Partners LLC Long Only Manager	Jeffrey Anthony Hakala CEO	1.83% $84.9M	4.46% 3.1M shares	≤ Q2 2013 Held for 12y 5m+	$4.6B
Bullseye Asset Management LLC Hedge Fund•Long/Short	Jakob Vincent Holm Member	1.49% $2.8M	0.15% 105.2K shares	Q3 2025 Held for 2 months	$191.0M
E Expect Equity LLC Institution	-	1.29% $1.3M	0.07% 48.8K shares	Q4 2024 Held for 11 months	$102.4M
W Wellington Shields Capital Management, LLC RIA/Wealth	William Jameson Mcfadden CEO	0.65% $4.3M	0.22% 157.4K shares	Q2 2025 Held for 5 months	$657.3M