Question 1

Which hedge funds and institutional investors hold HLI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HLI?

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 HLI?

Accepted Answer

QoQ changes for HLI 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
Kayne Anderson	1.7M	$246.1M	0.7%	$34.0B
State Street	1.7M	$243.2M	0.0%	$2896.4B
Capital Research	1.3M	$188.8M	0.0%	$644.6B
ClearBridge	625.2K	$89.8M	0.1%	$114.9B
Neuberger Berman (Eisman)	610.9K	$87.7M	0.1%	$131.4B
Invesco	415.0K	$59.6M	0.0%	$653.3B
Wellington	271.5K	$39.0M	0.0%	$535.5B
Tudor	232.7K	$33.4M	0.1%	$53.9B
Geode Capital	204.5K	$29.4M	0.0%	$1607.5B
Franklin Templeton	189.0K	$27.1M	0.0%	$408.3B
Millennium	151.9K	$21.8M	0.0%	$240.3B
DE Shaw	138.5K	$19.9M	0.0%	$166.3B
GMO	137.2K	$19.7M	0.1%	$39.1B
Segall Bryant	120.3K	$17.3M	0.2%	$7.0B
Two Sigma	106.3K	$15.3M	0.0%	$123.9B
ExodusPoint	82.6K	$11.9M	0.1%	$12.4B
DFA	41.6K	$6.0M	0.0%	$481.4B
Schonfeld	40.5K	$5.8M	0.0%	$14.2B
Jennison	24.4K	$3.5M	0.0%	$145.4B
American Century	23.2K	$3.3M	0.0%	$194.3B
Bridgewater	20.5K	$3.0M	0.0%	$22.4B
Man Group	18.9K	$2.7M	0.0%	$55.1B
Point72	18.4K	$2.6M	0.0%	$78.1B
BlackRock	11.5K	$1.6M	—	$5723.5B
Citadel	9.8K	$1.4M	0.0%	$618.5B
Fisher Investments	7.7K	$1.1M	0.0%	$294.9B
Citadel	7.2K	$1.0M	0.0%	$618.5B
Northern Trust	7.2K	$1.0M	0.0%	$756.6B
Brevan Howard	5.6K	$801K	0.0%	$11.3B
PDT Partners	5.4K	$776K	0.0%	$1.7B
First Eagle	4.9K	$697K	0.0%	$59.0B
Fidelity (FMR)	2.5K	$366K	—	$1898.4B
AQR Capital	258	$37K	—	$218.4B
Balyasny	224	$32K	—	$77.1B

HLI

Who Holds HLI