Question 1

Which hedge funds and institutional investors hold HTLD?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HTLD?

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 HTLD?

Accepted Answer

QoQ changes for HTLD 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	2.1M	$21.5M	0.0%	$2896.4B
American Century	1.8M	$19.0M	0.0%	$194.3B
Two Sigma	1.4M	$15.0M	0.0%	$123.9B
Arrowstreet	588.8K	$6.1M	0.0%	$184.8B
Brandes	276.4K	$2.9M	0.0%	$14.1B
BlackRock	184.1K	$1.9M	—	$5723.5B
Geode Capital	161.8K	$1.7M	0.0%	$1607.5B
DFA	144.7K	$1.5M	0.0%	$481.4B
Tweedy Browne	126.7K	$1.3M	0.1%	$1.3B
DE Shaw	39.1K	$407K	0.0%	$166.3B
Gotham Asset	23.8K	$247K	0.0%	$32.7B
Citadel	23.6K	$245K	—	$618.5B
Brevan Howard	22.3K	$231K	0.0%	$11.3B
Citadel	11.5K	$120K	—	$618.5B
Northern Trust	4.0K	$42K	—	$756.6B
Fidelity (FMR)	3.6K	$38K	—	$1898.4B
Franklin Templeton	3.5K	$37K	—	$408.3B
AQR Capital	3.1K	$32K	—	$218.4B
Balyasny	3.0K	$31K	—	$77.1B

HTLD

Who Holds HTLD

Changes This Quarter