Question 1

Which hedge funds and institutional investors hold HE?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HE?

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 HE?

Accepted Answer

QoQ changes for HE 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
Horizon Kinetics	21.6M	$321.1M	3.5%	$9.2B
State Street	6.8M	$101.2M	0.0%	$2896.4B
Citadel	3.8M	$55.9M	0.0%	$618.5B
Invesco	1.9M	$27.7M	0.0%	$653.3B
Citadel	1.6M	$24.0M	0.0%	$618.5B
Renaissance Tech	663.2K	$9.8M	0.0%	$63.9B
Geode Capital	599.8K	$8.9M	0.0%	$1607.5B
PDT Partners	512.0K	$7.6M	0.4%	$1.7B
American Century	454.5K	$6.7M	0.0%	$194.3B
Two Sigma	358.3K	$5.3M	0.0%	$123.9B
Gabelli	341.7K	$5.1M	0.0%	$14.8B
Citadel	201.5K	$3.0M	0.0%	$618.5B
DFA	90.3K	$1.3M	0.0%	$481.4B
Winton	82.3K	$1.2M	0.0%	$2.9B
Man Group	81.2K	$1.2M	0.0%	$55.1B
Millennium	56.7K	$842K	0.0%	$240.3B
Arrowstreet	48.1K	$714K	0.0%	$184.8B
Northern Trust	26.7K	$397K	0.0%	$756.6B
Bridgewater	26.6K	$394K	0.0%	$22.4B
DE Shaw	18.2K	$271K	0.0%	$166.3B
Brevan Howard	12.9K	$191K	0.0%	$11.3B
Fidelity (FMR)	1.5K	$22K	—	$1898.4B
Neuberger Berman (Eisman)	1.1K	$16K	—	$131.4B
Franklin Templeton	778	$12K	—	$408.3B
AQR Capital	372	$6K	—	$218.4B
BlackRock	179	$3K	—	$5723.5B

HE

Who Holds HE