Funds reposition holdings.
Aristotle Capital trims major holdings as other institutional investors boost stakes.
Anonymous
Key Points
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In Huron Consulting Group (HURN), Aristotle Capital Boston sold 77,488 shares in the fourth quarter, bringing its stake to 290,263 shares; the article also says Huron was Aristotle’s biggest holding at 2.8% of its portfolio. It notes other investor activity as well, including CWM LLC boosting its stake by 14.9% to 464 shares (from 404).
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For Advanced Energy Industries (AEIS), the article details additional institutional buying beyond Aristotle’s trim: Boothbay Fund Management increased its position by 49.1% (to 19,891 shares), and Ardsley Advisory Partners LP grew its stake by 64.0% (to 73,000 shares).
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Mercury Systems (MRCY) coverage included stock/market metrics: shares opened at $115.50, the company had a market capitalization of about $6.93 billion, beta of 0.94, and a debt-to-equity ratio of 0.40. The report also lists a 52-week range of $49.03 to $122.17 and moving averages of $94.69 (50-day) and $86.89 (200-day).
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For Haemonetics (HAE), the article adds that Aristotle owned about 0.80% of the company (rather than just listing its share count/value). It also provides the scale of other investors’ increases: AQR Capital Management lifted its stake by 48.6% to 3,163,104 shares, while Arrowstreet Capital Limited Partnership raised its holdings by 994.7% to 1,380,102 shares.
Aristotle Capital Boston LLC trimmed its stake in Huron Consulting Group by 21.1% in the fourth quarter of 2025, selling 77,488 shares and leaving it with 290,263 shares worth about $50.2 million, according to MarketBeat. The Boston-based investment firm made similar cuts across three other holdings — Advanced Energy Industries, Haemonetics, and Mercury Systems — shedding a combined total of over $140 million in adjusted positions.
The moves reflect a classic rebalancing play. Huron had grown to 2.8% of Aristotle's total portfolio — its single largest holding — a concentration level that often forces disciplined managers to sell, regardless of their view on the stock, according to MarketBeat.
Aristotle Cuts Four Stakes While Keeping Large Positions
Across the quarter, Aristotle trimmed stakes in four companies. It sold 45,404 shares of Advanced Energy Industries (AEIS), cutting that position by 19.5% to 187,854 shares worth $39.3 million. It sold 33,968 shares of Haemonetics (HAE), an 8.4% reduction, leaving 370,308 shares worth $29.7 million. It sold 27,721 shares of Mercury Systems (MRCY), a 9.0% cut, leaving 279,317 shares worth $20.4 million, per MarketBeat.
Despite the cuts, these remain sizable bets. Aristotle still owns about 0.80% of Haemonetics, per MarketBeat. The firm continued selling into 2026, filing disclosures in May showing an additional 40,351 Huron shares sold, according to Intellectia.AI.
Other Big Investors Bought What Aristotle Sold
While Aristotle pulled back, other major investors moved in the opposite direction. AQR Capital Management raised its Haemonetics stake by 48.6% to 3,163,104 shares. Arrowstreet Capital went even further — boosting its Haemonetics position by 994.7% to 1,380,102 shares, according to Fintel. In Advanced Energy, Ardsley Advisory Partners grew its stake by 64.0% to 73,000 shares, and Boothbay Fund Management increased by 49.1% to 19,891 shares.
Analysts describe the split as a clash between value-conscious trimmers and momentum-driven quants. Arrowstreet nearly multiplying its Haemonetics position tenfold signals strong conviction from the quantitative camp, even as a long-term holder like Aristotle locks in gains, according to Fintel.
Wall Street Turns Bullish on Haemonetics and Mercury Systems
Analyst sentiment on these stocks remained upbeat even as Aristotle sold. On June 15, Mizuho raised its price target on Haemonetics to $85, citing strong demand for plasma-collection equipment. Bank of America upgraded the stock to "Buy" the same day, arguing that conservative company guidance leaves room for earnings surprises, according to Investing.com.
Mercury Systems also delivered a strong earnings beat. The company posted $0.27 earnings per share in its Q3 fiscal 2026 results — well above the $0.06 consensus estimate — according to MarketBeat. Its shares opened at $115.50 on June 18, against a 52-week low of $49.03, giving the company a market cap of roughly $6.93 billion.
Huron Reports Record Revenue as Its Stock Lags
Huron Consulting posted record full-year 2025 revenues of $1.66 billion, and CEO Mark Hussey highlighted "record performance" in its healthcare and commercial segments, according to Huron Investor Relations. First quarter 2026 results showed 12.1% revenue growth, with full-year guidance affirmed, per Business Wire.
Yet the stock tells a different story. Huron shares were trading around $102.92 as of mid-June — down roughly 30% year-over-year — despite the strong fundamentals, according to IndexBox. Wall Street's consensus remains a "Moderate Buy," suggesting the market views Aristotle's big trim as a technical portfolio adjustment rather than a warning sign about the company itself.
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