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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

SIHY

SIHY 13F Holdings Overview

Harbor Ares Systemt Hi Yd-us

-$20.5M

Net Activity

Institutions Holding

43

Popularity Rank

#6368

Avg Weight

0.23%

Total Value

$81.5M

Ownership Trend

43 institutions currently hold SIHY, with 26 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

26

Key Holders

Key Holders

Top 5 by Value

BW
BlueStem Wealth Partners, LLC
$11.6M
PN
Pictet North America Advisors SA
$11.5M
LF
LPL Financial LLC
$9.2M
CR
Croban
$9.0M
WW
WT Wealth Management
$5.6M

Top 5 by Conviction

CR
Croban
4.22%
WW
WT Wealth Management
1.68%
BW
BlueStem Wealth Partners, LLC
1.29%
PN
Pictet North America Advisors SA
1.15%
BW
Beta Wealth Group, Inc.
0.82%
View all 43 holding institutions

Quarterly Activity

Recent Activity

+$53.0M

Total Buy Value

$59.9M

Total Sell Value

New buy5
Trim14
Add21
Sold out5

26

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding HARBOR ARES SYSTEMT HI YD-US (SIHY)?
Major stakeholders currently include BlueStem Wealth Partners, LLC ($11.6M), Pictet North America Advisors SA ($11.5M), LPL Financial LLC ($9.2M). Based on the latest 13F filings, there are a total of 43 tracked investment funds and institutions maintaining positions in SIHY.
What is the overall institutional sentiment toward SIHY recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $20.5M, driven by 26 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their SIHY positions?
In the latest period, 14 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $59.9M.
Are there any notable investors adding SIHY to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $53.0M.

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