Question 1

Which hedge funds and institutional investors hold HLLY?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HLLY?

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 HLLY?

Accepted Answer

QoQ changes for HLLY 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
Arrowstreet	1.6M	$5.1M	0.0%	$184.8B
State Street	1.4M	$4.2M	0.0%	$2896.4B
Franklin Templeton	1.3M	$4.1M	0.0%	$408.3B
DE Shaw	1.2M	$3.7M	0.0%	$166.3B
Two Sigma	1.0M	$3.2M	0.0%	$123.9B
Renaissance Tech	873.1K	$2.7M	0.0%	$63.9B
Millennium	694.9K	$2.1M	0.0%	$240.3B
First Eagle	480.8K	$1.5M	0.0%	$59.0B
Geode Capital	224.2K	$688K	—	$1607.5B
BlackRock	160.6K	$493K	—	$5723.5B
American Century	133.3K	$409K	0.0%	$194.3B
Point72	125.9K	$387K	0.0%	$78.1B
Citadel	79.8K	$245K	—	$618.5B
DFA	74.0K	$227K	—	$481.4B
Citadel	45.3K	$139K	—	$618.5B
Brevan Howard	24.2K	$74K	0.0%	$11.3B
Marshall Wace	20.9K	$64K	0.0%	$100.4B
GMO	13.5K	$41K	0.0%	$39.1B
AQR Capital	5.5K	$17K	—	$218.4B
Northern Trust	2.6K	$8K	—	$756.6B
Fidelity (FMR)	203	$623	—	$1898.4B

HLLY

Who Holds HLLY

Changes This Quarter