HEGD · Insider trading · 13F holders · Congress trades
Swan Hedged (HEGD)
Who is buying and selling HEGD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 20
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
HEGD at a glance
- No open-market insider purchases or sales of HEGD were filed in the last 90 days.
- 20 13F filers hold HEGD among their 50 largest positions, worth $299.2M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (30.1%), Financial Designs Corp (8.5%) and Spartan Planning & Wealth Management (5.5%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
- No member of Congress has disclosed a trade in HEGD.
HEGD insider trading
No open-market insider purchases or sales of HEGD were filed in the last 90 days.
Who owns HEGD? Hedge funds and superinvestors
20 13F filers hold HEGD among their 50 largest positions, worth $299.2M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (30.1%), Financial Designs Corp (8.5%) and Spartan Planning & Wealth Management (5.5%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Taylor Securities Services, Inc.Wealth manager | 30.1% | $75.4M | 2,805,568 | +18.8% shares | Q3 2026 |
| Blueprint Investment Partners LLCInstitutional asset manager | 3.7% | $46.5M | 1,732,907 | +4.5% shares | Q3 2026 |
| Swan Global Investments, LLCMutual fund manager | 1.9% | $41.8M | 1,569,429 | -1.4% shares | Q2 2026 |
| Blueprint Financial Advisors LLCWealth manager | 2.6% | $23.9M | 889,770 | +3.8% shares | Q3 2026 |
| Legacy CG, LLCWealth manager | 5.1% | $20.0M | 751,283 | +9.4% shares | Q2 2026 |
| Laurel Oak Wealth Management, LLCWealth manager | 2.5% | $18.1M | 675,216 | +7.1% shares | Q3 2026 |
| Financial Designs CorpWealth manager | 8.5% | $16.5M | 615,923 | +1.4% shares | Q3 2026 |
| Ausdal Financial Partners, Inc.Wealth manager | 0.4% | $10.0M | 376,676 | +1.9% shares | Q2 2026 |
| Spartan Planning & Wealth ManagementWealth manager | 5.5% | $8.4M | 314,431 | +1.9% shares | Q3 2026 |
| Retirement Guys Formula LLCWealth manager | 2.8% | $7.7M | 285,422 | -3.1% shares | Q3 2026 |
| Inspire Advisors, LLCWealth manager | 0.5% | $7.5M | 282,321 | +21.7% shares | Q2 2026 |
| MY Wealth Management Inc.Wealth manager | 5.3% | $7.2M | 268,572 | -37.5% shares | Q3 2026 |
| Marshall & Sterling Wealth Advisors Inc.Institutional asset manager | 3.2% | $5.5M | 204,894 | +8.0% shares | Q3 2026 |
| LaSalle St. Investment Advisors, LLCWealth manager | 0.4% | $2.9M | 107,561 | +0.4% shares | Q2 2026 |
| Thompson David BlairInvestment manager | 1.1% | $2.2M | 82,627 | -5.8% shares | Q2 2026 |
| Sentinel Pension Advisors, LLCPension fund | 0.3% | $2.0M | 76,700 | +11.6% shares | Q2 2026 |
| Barnes Wealth Management Group, IncWealth manager | 0.7% | $1.5M | 58,135 | +8.8% shares | Q2 2026 |
| Riverchase Wealth Management, LLCWealth manager | 0.5% | $946K | 35,228 | +2.9% shares | Q3 2026 |
| Momentum Wealth Planning, LLCWealth manager | 0.6% | $776K | 29,107 | -0.3% shares | Q2 2026 |
| Park Square Financial Group, LLCWealth manager | 0.2% | $19K | 712 | -10.9% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 10, Q2 2026: 10). Screen HEGD in the grand portfolio →
HEGD stock trades by members of Congress
No member of Congress has disclosed a trade in HEGD.
HEGD questions and answers
Are insiders buying HEGD stock?
No open-market insider purchases or sales of HEGD were filed in the last 90 days.
Which hedge funds own HEGD?
20 13F filers hold HEGD among their 50 largest positions, worth $299.2M combined. The biggest bets by portfolio weight are Taylor Securities Services, Inc. (30.1%), Financial Designs Corp (8.5%) and Spartan Planning & Wealth Management (5.5%). In their latest 13Fs, 0 managers opened a new position and 7 added to one.
Has Congress traded HEGD?
No member of Congress has disclosed a trade in HEGD.
Who is the largest holder of HEGD?
Among 13F filers, Taylor Securities Services, Inc. reports the largest HEGD position, $75.4M (2,805,568 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Taylor Securities Services, Inc.'s: 30.1% of its portfolio.
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