Question 1

Which hedge funds and institutional investors hold BDTX?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for BDTX shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for BDTX whale holdings?

Accepted Answer

Conviction level reflects how significant BDTX is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to BDTX, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for BDTX?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about BDTX?

Accepted Answer

QoQ changes for BDTX show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Renaissance Tech	1.6M	$3.5M	0.0%	$63.9B
Arrowstreet	834.6K	$1.8M	0.0%	$184.8B
Marshall Wace	817.7K	$1.7M	0.0%	$100.4B
Man Group	559.7K	$1.2M	0.0%	$55.1B
Winton	538.3K	$1.1M	0.0%	$2.9B
Balyasny	510.8K	$1.1M	0.0%	$77.1B
DE Shaw	235.2K	$501K	0.0%	$166.3B
State Street	213.5K	$455K	—	$2896.4B
Millennium	135.0K	$288K	0.0%	$240.3B
Point72	101.0K	$215K	0.0%	$78.1B
Geode Capital	99.5K	$212K	—	$1607.5B
American Century	91.0K	$194K	0.0%	$194.3B
Citadel	90.9K	$194K	—	$618.5B
Citadel	72.1K	$154K	—	$618.5B
Two Sigma	43.3K	$92K	0.0%	$123.9B
BlackRock	38.8K	$83K	—	$5723.5B
DFA	36.8K	$78K	—	$481.4B
Schonfeld	18.8K	$40K	0.0%	$14.2B
Citadel	11.0K	$23K	—	$618.5B
Acadian	2.3M	$5K	0.0%	$70.5M
Northern Trust	485	$1K	—	$756.6B
Fidelity (FMR)	48	$102	—	$1898.4B

BDTX

Who Holds BDTX

Changes This Quarter