Question 1

Which hedge funds and institutional investors hold HIG?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HIG?

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 HIG?

Accepted Answer

QoQ changes for HIG 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
State Street	16.1M	$2.2B	0.1%	$2896.4B
Arrowstreet	1.7M	$229.0M	0.1%	$184.8B
Hotchkis & Wiley	1.4M	$183.2M	0.6%	$32.4B
American Century	1.0M	$136.4M	0.1%	$194.3B
Geode Capital	897.3K	$121.3M	0.0%	$1607.5B
DFA	596.6K	$80.7M	0.0%	$481.4B
Point72	401.4K	$54.3M	0.1%	$78.1B
Gotham Asset	295.2K	$39.9M	0.1%	$32.7B
ClearBridge	276.7K	$37.4M	0.0%	$114.9B
Bridgewater	231.1K	$31.2M	0.1%	$22.4B
Millennium	193.5K	$26.2M	0.0%	$240.3B
GMO	165.8K	$22.4M	0.1%	$39.1B
WorldQuant	154.1K	$20.8M	0.1%	$25.9B
Adage Capital	149.8K	$20.3M	0.0%	$64.8B
Renaissance Tech	110.6K	$15.0M	0.0%	$63.9B
Tudor	73.6K	$10.0M	0.0%	$53.9B
Gabelli	58.2K	$7.9M	0.1%	$14.8B
Man Group	56.1K	$7.6M	0.0%	$55.1B
DE Shaw	40.0K	$5.4M	0.0%	$166.3B
Citadel	39.8K	$5.4M	0.0%	$618.5B
Citadel	38.6K	$5.2M	0.0%	$618.5B
Two Sigma	36.8K	$5.0M	0.0%	$123.9B
Brevan Howard	19.7K	$2.7M	0.0%	$11.3B
Fidelity (FMR)	18.5K	$2.5M	0.0%	$1898.4B
ExodusPoint	16.3K	$2.2M	0.0%	$12.4B
Balyasny	13.1K	$1.8M	0.0%	$77.1B
Citadel	11.9K	$1.6M	0.0%	$618.5B
Caxton	9.1K	$1.2M	0.0%	$4.4B
Fisher Investments	3.9K	$523K	0.0%	$294.9B
LSV	3.0M	$403K	0.9%	$46.4M
Winton	2.7K	$360K	0.0%	$2.9B
Neuberger Berman (Eisman)	2.4K	$318K	0.0%	$131.4B
Point72	2.3K	$311K	0.0%	$78.1B
Pzena	2.1K	$288K	0.0%	$30.8B
Tudor	2.1K	$284K	0.0%	$53.9B
BlackRock	1.2K	$164K	—	$5723.5B
Northern Trust	346	$47K	—	$756.6B
AQR Capital	315	$42K	—	$218.4B
Acadian	296.0K	$40K	0.1%	$70.5M
Franklin Templeton	164	$22K	—	$408.3B
Kayne Anderson	28	$4K	—	$34.0B

HIG

Who Holds HIG

Changes This Quarter