Question 1

Which hedge funds and institutional investors hold HTBK?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HTBK?

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 HTBK?

Accepted Answer

QoQ changes for HTBK 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	2.4M	$30.5M	0.0%	$2896.4B
Balyasny	1.7M	$21.3M	0.0%	$77.1B
American Century	1.0M	$13.0M	0.0%	$194.3B
Arrowstreet	1.0M	$12.6M	0.0%	$184.8B
Hotchkis & Wiley	824.0K	$10.3M	0.0%	$32.4B
Millennium	819.2K	$10.2M	0.0%	$240.3B
Renaissance Tech	390.0K	$4.9M	0.0%	$63.9B
Two Sigma	319.7K	$4.0M	0.0%	$123.9B
Geode Capital	215.1K	$2.7M	0.0%	$1607.5B
Invesco	80.8K	$1.0M	0.0%	$653.3B
DFA	57.0K	$711K	0.0%	$481.4B
Citadel	51.5K	$643K	0.0%	$618.5B
AQR Capital	18.6K	$232K	0.0%	$218.4B
Brevan Howard	10.1K	$126K	0.0%	$11.3B
Northern Trust	9.4K	$118K	—	$756.6B
Fidelity (FMR)	5.0K	$63K	—	$1898.4B
Franklin Templeton	2.1K	$27K	—	$408.3B
BlackRock	107	$1K	—	$5723.5B

HTBK

Who Holds HTBK

Changes This Quarter