Hyperion Capital Advisors LP
SEC Form 13F institutional filer · CIK 0001794499
13F-HR · 36 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
89.4%
Hyperion Capital Advisors LP — $112M AUM allocation strategy
Hyperion Capital Advisors LP files SEC Form 13F and reports $112M of long US equity value across 36 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 36.6%, followed by Health Care 29.4% and Financials 17.7%.
The top 10 holdings account for 89% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Hyperion Capital Advisors LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$112M
total across 36 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
89% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$GOOG +8.35K sh · +$962K+$BRO +1.4K sh · −$17.4K+$AAPL +210 sh · −$59.6K
Biggest trims (shares)
−$SCHW −89.1K sh · −$8.96M−$GOOGL −16.5K sh · −$6.6M−$ICE −11.3K sh · −$2.13M
Exited to nil (held last quarter, gone now)
$DE ($419K last qtr)$COF ($260K last qtr)$LEN ($226K last qtr)$JPM ($201K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services30.1%—
- Managed Health Care21.4%—
- Financial Exchanges & Data9.1%—
- Insurance Brokers7.2%—
- Electronic Equipment & Instruments7.1%—
- Pharmaceuticals7.1%—
- Movies & Entertainment6.5%—
- Technology Hardware, Storage & Peripherals1.4%—
- Other holdings10.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 64.9K | $18.7M | +8.35K | 16.6% |
| $GOOGL | Alphabet Inc | 52.5K | $15.1M | -16.5K | 13.4% |
| $ELV | Elevance Health Inc | 50.8K | $14.9M | -886 | 13.3% |
| $ICE | Intercontinental Exchange Inc | 65K | $10.2M | -11.3K | 9.1% |
| $UNH | UnitedHealth Group Incorporated | 34K | $9.21M | -2.28K | 8.2% |
| $ROP | Roper Technologies Inc | 22.5K | $7.96M | — | 7.1% |
| $ZTS | Zoetis Inc | 66.8K | $7.89M | — | 7.0% |
| $AON | Aon plc | 23K | $7.42M | — | 6.6% |
| $NFLX | Netflix Inc | 75.4K | $7.25M | -3.1K | 6.5% |
| $AAPL | Apple Inc | 6.46K | $1.64M | +210 | 1.5% |
…and 26 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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