janus henderson

janus henderson AI+
Greg 10-17 US Equity Public

janus henderson

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AI+ Standard 10-17
Dette svar blev genereret af AI. Selvom vi stræber efter nøjagtighed, kan det indeholde fejl.

Janus Henderson Group plc (NYSE: JHG) is a global asset manager that actively manages a diverse range of investment strategies, including equities, fixed income, quantitative equities, and multi-asset solutions. The firm emphasizes innovation in investment methodologies and integrates sustainability criteria into its portfolios, catering to a broad client base worldwide.1

From a quantitative perspective, several data points offer insights into JHG:

  • Institutional Ownership: JHG exhibits significant institutional interest, with 842 institutional owners holding a total of over 171 million shares.2 This represents approximately 109.91% of shares outstanding (excluding 13D/G filings).2 While the aggregate institutional ownership remains high, there was a slight decrease of 1.87% in institutional shares (long) in the most recent quarter.2 Notable institutional holders include Trian Fund Management, BlackRock, Inc., and Vanguard Group Inc.2
  • Short Interest: The short interest in JHG appears relatively low, with 2.59 million shares shorted, representing 3.09% of the float.3 The "Days to Cover" ratio stands at 2.85 days, suggesting that short sellers could cover their positions relatively quickly if needed.3 The off-exchange short volume ratio was 48.07%, indicating a significant portion of shorting activity occurs off-exchange.3
  • Financial Health & Valuation: The company boasts a strong Piotroski F-SCORE of 8 out of 9, signaling robust financial health.1 JHG also offers an attractive dividend yield of 3.62%.1 Analysts currently have an average one-year price target of $45.75 for JHG, with forecasts ranging from $39.39 to $52.50.1

For those looking to delve deeper, Fintel's institutional ownership pages for JHG provide detailed breakdowns of fund activity, and the short interest data offers ongoing updates on market sentiment from that angle.

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Greg 10-17

Analyze the latest 13F and 13D/G filings for JHG to identify any significant new positions or exits by major institutional holders.


Greg 10-17

Analyze the latest 13F and 13D/G filings for JHG to identify any significant new positions or exits by major institutional holders.


AI+ Standard 10-17
Dette svar blev genereret af AI. Selvom vi stræber efter nøjagtighed, kan det indeholde fejl.

It's insightful to look into the specifics of institutional movements for Janus Henderson Group plc (JHG) through their latest SEC filings. Analyzing 13F and 13D/G reports provides a clearer picture of how major investors are positioning themselves.

Key Institutional Ownership Changes for JHG

Recent filings reveal a dynamic landscape in JHG's institutional ownership:

  • Activist Stake by Nelson Peltz: A notable development is the 13D/A filing by Nelson Peltz on May 2, 2025, which reported a substantial 20.23% ownership stake in JHG, amounting to 31,867,800 shares. This indicates a significant activist position, suggesting an intent to influence the company's management or strategy.1
  • New Passive Stake by Millennium Management: Millennium Management LLC filed a 13G on May 16, 2025, disclosing a 5.00% passive ownership, holding 7,875,663 shares. This represents a new significant, albeit passive, investment in the company.1
  • Significant Reductions by Major Holders:
  • Capital Research Global Investors filed a 13G/A on February 7, 2025, reporting a 17.44% decrease in their holdings, reducing their stake from 8,727,807 shares to 7,205,883 shares, and falling below the 5% threshold for 13G reporting.1
  • Even more substantial, Silchester International Investors LLP filed a 13G/A on November 14, 2024, indicating a massive 61.48% reduction in their position, from 14,888,669 shares to 5,734,436 shares. This suggests a significant divestment by a previously large holder.1

Overall, while the aggregate institutional ownership for JHG remains high, with 842 institutions holding over 171 million shares, the most recent quarter saw a slight decrease of 1.87% in institutional shares (long).2 The activity from these major filings highlights a divergence in institutional sentiment, with new large stakes emerging alongside significant reductions from long-standing investors.

For a comprehensive view of all institutional transactions, the Fintel institutional ownership page for JHG provides detailed 13F and 13D/G data, including historical changes and portfolio allocations.

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