Question 1

Which hedge funds and institutional investors hold HQY?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HQY?

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 HQY?

Accepted Answer

QoQ changes for HQY 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	3.1M	$259.1M	0.0%	$2896.4B
William Blair	1.7M	$138.7M	0.5%	$30.3B
ClearBridge	1.3M	$109.5M	0.1%	$114.9B
Balyasny	835.1K	$69.8M	0.1%	$77.1B
Cadian	832.7K	$69.6M	8.5%	$821.2M
Millennium	808.9K	$67.6M	0.0%	$240.3B
American Century	742.8K	$62.1M	0.0%	$194.3B
Geode Capital	392.1K	$32.8M	0.0%	$1607.5B
Kayne Anderson	304.6K	$25.5M	0.1%	$34.0B
Artisan Partners	270.9K	$22.6M	0.0%	$62.3B
Citadel	268.8K	$22.5M	0.0%	$618.5B
WCM	193.4K	$15.8M	0.0%	$43.8B
Segall Bryant	169.0K	$14.1M	0.2%	$7.0B
DFA	131.5K	$11.0M	0.0%	$481.4B
Adage Capital	97.0K	$8.1M	0.0%	$64.8B
Citadel	59.5K	$5.0M	0.0%	$618.5B
ExodusPoint	54.9K	$4.6M	0.0%	$12.4B
Man Group	44.5K	$3.7M	0.0%	$55.1B
Marshall Wace	31.5K	$2.6M	0.0%	$100.4B
BlackRock	29.6K	$2.5M	—	$5723.5B
Wellington	20.1K	$1.7M	0.0%	$535.5B
Citadel	18.8K	$1.6M	0.0%	$618.5B
Gotham Asset	16.9K	$1.4M	0.0%	$32.7B
Brevan Howard	5.9K	$491K	0.0%	$11.3B
Fidelity (FMR)	5.9K	$491K	—	$1898.4B
Farallon Capital	2.8K	$234K	0.0%	$17.5B
Arrowstreet	2.8K	$232K	0.0%	$184.8B
Northern Trust	1.8K	$150K	—	$756.6B
AQR Capital	1.8K	$148K	0.0%	$218.4B
Neuberger Berman (Eisman)	687	$57K	—	$131.4B
Franklin Templeton	292	$24K	—	$408.3B
Acadian	5.4K	$449	0.0%	$70.5M

HQY

Who Holds HQY

Changes This Quarter