Question 1

Which hedge funds and institutional investors hold BZH?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for BZH 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 BZH whale holdings?

Accepted Answer

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

Question 3

How current is the whale data for BZH?

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 BZH?

Accepted Answer

QoQ changes for BZH 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
Capital World	1.7M	$31.9M	0.0%	$732.9B
State Street	1.2M	$23.3M	0.0%	$2896.4B
Lakewood	777.5K	$15.0M	0.9%	$1.6B
First Eagle	694.5K	$13.4M	0.0%	$59.0B
American Century	309.3K	$6.0M	0.0%	$194.3B
Citadel	275.4K	$5.3M	0.0%	$618.5B
Balyasny	165.1K	$3.2M	0.0%	$77.1B
Two Sigma	116.8K	$2.2M	0.0%	$123.9B
Citadel	114.1K	$2.2M	0.0%	$618.5B
Geode Capital	96.9K	$1.9M	0.0%	$1607.5B
Millennium	66.8K	$1.3M	0.0%	$240.3B
Citadel	66.2K	$1.3M	0.0%	$618.5B
DE Shaw	63.3K	$1.2M	0.0%	$166.3B
Tweedy Browne	50.5K	$972K	0.1%	$1.3B
Caxton	39.6K	$763K	0.0%	$4.4B
DFA	28.2K	$543K	0.0%	$481.4B
PDT Partners	25.8K	$496K	0.0%	$1.7B
Marshall Wace	18.6K	$358K	0.0%	$100.4B
LSV	329.4K	$6K	0.0%	$46.4M
Fidelity (FMR)	317	$6K	—	$1898.4B
AQR Capital	249	$5K	—	$218.4B
Northern Trust	151	$3K	—	$756.6B
BlackRock	18	$346	—	$5723.5B
Franklin Templeton	16	$308	—	$408.3B

BZH

Who Holds BZH

Changes This Quarter