Question 1

Which hedge funds and institutional investors hold HVT?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HVT?

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 HVT?

Accepted Answer

QoQ changes for HVT 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
Pzena	1.5M	$30.9M	0.1%	$30.8B
Renaissance Tech	719.8K	$15.2M	0.0%	$63.9B
American Century	540.7K	$11.5M	0.0%	$194.3B
Hotchkis & Wiley	352.5K	$7.5M	0.0%	$32.4B
Arrowstreet	334.4K	$7.1M	0.0%	$184.8B
State Street	303.8K	$6.4M	0.0%	$2896.4B
AQR Capital	102.6K	$2.2M	0.0%	$218.4B
DE Shaw	73.3K	$1.6M	0.0%	$166.3B
Geode Capital	47.1K	$997K	0.0%	$1607.5B
BlackRock	33.0K	$700K	—	$5723.5B
DFA	26.9K	$569K	0.0%	$481.4B
Citadel	13.7K	$290K	—	$618.5B
Two Sigma	11.9K	$253K	0.0%	$123.9B
Millennium	10.5K	$222K	0.0%	$240.3B
Balyasny	9.5K	$201K	0.0%	$77.1B
Fidelity (FMR)	3.2K	$67K	—	$1898.4B
Northern Trust	1.6K	$33K	—	$756.6B
Franklin Templeton	1.1K	$23K	—	$408.3B
LSV	475.4K	$10K	0.0%	$46.4M
Acadian	47.4K	$1K	0.0%	$70.5M

HVT

Who Holds HVT

Changes This Quarter