Cliff Asness's HLIT Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 539,030 shares of Harmonic Inc. (HLIT) worth $4.84 M, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in HLIT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2025, adding 354,845 shares. Largest reduction occurred in Q4 2014, reducing 251,365 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Harmonic (HLIT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Harmonic (HLIT) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -217,640 | Reduce 28.76% | 539,030 | $8.98 |
| Q4 2025 | +21,127 | Add 2.87% | 756,670 | $9.89 |
| Q3 2025 | +23,905 | Add 3.36% | 735,543 | $10.18 |
| Q2 2025 | +354,845 | Add 99.45% | 711,638 | $9.47 |
| Q1 2025 | +1,020 | Add 0.29% | 356,793 | $9.59 |
| Q4 2024 | +16,726 | Add 4.93% | 355,773 | $13.23 |
| Q3 2024 | +218,673 | Add 181.66% | 339,047 | $14.57 |
| Q2 2024 | +120,374 | New Buy | 120,374 | $11.77 |
| Q4 2023 | -35,414 | Sold Out | 0 | $0.00 |
| Q3 2023 | -38,517 | Reduce 52.10% | 35,414 | $9.63 |
| Q2 2023 | -1,385 | Reduce 1.84% | 73,931 | $16.17 |
| Q1 2023 | +25,109 | Add 50.01% | 75,316 | $14.59 |
| Q4 2022 | +10,777 | Add 27.33% | 50,207 | $13.10 |
| Q3 2022 | +13,609 | Add 52.71% | 39,430 | $13.06 |
| Q2 2022 | -17,383 | Reduce 40.23% | 25,821 | $8.68 |
| Q1 2022 | +1,934 | Add 4.69% | 43,204 | $9.28 |
| Q4 2021 | +41,270 | New Buy | 41,270 | $11.75 |
| Q3 2020 | -53,363 | Sold Out | 0 | $0.00 |
| Q4 2019 | -8,832 | Reduce 14.20% | 53,363 | $7.80 |
| Q3 2019 | +2,187 | Add 3.64% | 62,195 | $6.58 |
| Q2 2019 | -55 | Reduce 0.09% | 60,008 | $5.55 |
| Q1 2019 | +1,877 | Add 3.23% | 60,063 | $5.43 |
| Q4 2018 | +20,739 | Add 55.38% | 58,186 | $4.73 |
| Q3 2018 | +225 | Add 0.60% | 37,447 | $5.50 |
| Q4 2017 | -17,608 | Reduce 32.11% | 37,222 | $4.19 |
| Q3 2017 | +24,598 | Add 81.36% | 54,830 | $3.05 |
| Q2 2017 | +30,232 | New Buy | 30,232 | $5.26 |
| Q1 2016 | -14,988 | Sold Out | 0 | $0.00 |
| Q4 2015 | -66,052 | Reduce 81.51% | 14,988 | $4.07 |
| Q3 2015 | -134,886 | Reduce 62.47% | 81,040 | $5.80 |
| Q2 2015 | -95,967 | Reduce 30.77% | 215,926 | $6.83 |
| Q1 2015 | -10,955 | Reduce 3.39% | 311,893 | $7.41 |
| Q4 2014 | -251,365 | Reduce 43.78% | 322,848 | $7.01 |
| Q3 2014 | -152,800 | Reduce 21.02% | 574,213 | $6.34 |
| Q2 2014 | -73,400 | Reduce 9.17% | 727,013 | $7.46 |
| Q1 2014 | +99,000 | Add 14.11% | 800,413 | $7.14 |
| Q4 2013 | +15,906 | Add 2.32% | 701,413 | $7.38 |
| Q3 2013 | +175,313 | Add 34.36% | 685,507 | $7.69 |
| Q2 2013 | +510,194 | Add 0.00% | 510,194 | $6.35 |
| Q4 2012 | +487,200 | Add 0.00% | 487,200 | $5.07 |
Cliff Asness's Harmonic Investment FAQs
Cliff Asness first purchased Harmonic Inc. (HLIT) in Q4 2012, acquiring 487,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Harmonic Inc. (HLIT) for 45 quarters since Q4 2012.
Cliff Asness's largest addition to Harmonic Inc. (HLIT) was in Q2 2013, adding 510,194 shares worth $3.24 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 539,030 shares of Harmonic Inc. (HLIT), valued at approximately $4.84 M.
As of the Q1 2026 filing, Harmonic Inc. (HLIT) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Harmonic Inc. (HLIT) was 800,413 shares, as reported at the end of Q1 2014.