Question 1

Which hedge funds and institutional investors hold HLN?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HLN?

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 HLN?

Accepted Answer

QoQ changes for HLN 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
Dodge & Cox	146.5M	$1.5B	0.8%	$182.0B
ClearBridge	31.7M	$317.5M	0.3%	$114.9B
Harding Loevner	15.7M	$157.2M	1.6%	$9.7B
Harris (Oakmark)	14.8M	$148.3M	0.2%	$75.0B
Arrowstreet	14.7M	$146.9M	0.1%	$184.8B
Fidelity (FMR)	13.4M	$134.2M	0.0%	$1898.4B
Point72	6.6M	$65.8M	0.1%	$78.1B
Sculptor	5.3M	$53.1M	0.6%	$9.6B
GMO	1.9M	$19.0M	0.0%	$39.1B
WCM	1.7M	$17.3M	0.0%	$43.8B
Kayne Anderson	1.6M	$15.9M	0.0%	$34.0B
American Century	1.1M	$11.4M	0.0%	$194.3B
Citadel	1.0M	$10.0M	0.0%	$618.5B
Fisher Investments	327.1K	$3.3M	0.0%	$294.9B
DE Shaw	209.1K	$2.1M	0.0%	$166.3B
Neuberger Berman (Eisman)	198.2K	$2.0M	0.0%	$131.4B
Northern Trust	194.7K	$1.9M	0.0%	$756.6B
Marshall Wace	150.1K	$1.5M	0.0%	$100.4B
Tweedy Browne	72.8K	$728K	0.1%	$1.3B
Wellington	43.2K	$433K	0.0%	$535.5B
State Street	19.6K	$196K	—	$2896.4B
BlackRock	19.3K	$193K	—	$5723.5B
Invesco	17.9K	$179K	—	$653.3B
Citadel	17.3K	$173K	—	$618.5B
Gabelli	13.0K	$130K	0.0%	$14.8B
Horizon Kinetics	12.9K	$129K	0.0%	$9.2B
First Eagle	5.3K	$53K	0.0%	$59.0B
DFA	3.6K	$36K	—	$481.4B
AQR Capital	3.5K	$35K	—	$218.4B
Acadian	451.6K	$5K	0.0%	$70.5M
Franklin Templeton	396	$4K	—	$408.3B

HLN

Who Holds HLN

Changes This Quarter