As of the latest SEC filings, Harvard Ave Acquisition Corp (HAVAU) is held by 6 institutional funds. The largest fund shareholder is The Merger Fund (MERIX), holding an estimated $4,993,997.36 in market value, representing 0.20% of its portfolio.
Funds holding Harvard Ave Acquisition Corp (HAVAU)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HAVAU
- CIK:
- 0002042460
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 0.20% | $4,993,997.36 | 493,478 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL Multi-Manager Alternative Fund
|
ETF | Independent / Boutique | 0.03% | $276,589.72 | 27,331 | Mar 31, 2026 | May 28, 2026 |
|
WCEIX
Virtus Westchester Event-Driven Fund
|
MF | Duff & Phelps / Virtus | 0.21% | $267,724.60 | 26,455 | Mar 31, 2026 | May 29, 2026 |
|
WCFRX
Virtus Westchester Credit Event Fund
|
MF | Duff & Phelps / Virtus | 0.23% | $193,322.36 | 19,103 | Mar 31, 2026 | May 29, 2026 |
|
-
JNL/Westchester Capital Event Driven Fund
|
ETF | Independent / Boutique | 0.20% | $97,526.44 | 9,637 | Mar 31, 2026 | May 28, 2026 |
|
MERVX
The Merger Fund VL
|
MF | Independent / Boutique | 0.21% | $50,772.04 | 5,017 | Mar 31, 2026 | May 29, 2026 |
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