Question 1

Which hedge funds and institutional investors hold NAVI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for NAVI?

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 NAVI?

Accepted Answer

QoQ changes for NAVI 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	2.6M	$21.3M	0.0%	$2896.4B
American Century	2.1M	$17.2M	0.0%	$194.3B
Paloma	1.5M	$12.3M	2.4%	$509.7M
Hotchkis & Wiley	1.4M	$11.5M	0.0%	$32.4B
Citadel	1.3M	$10.7M	0.0%	$618.5B
Two Sigma	1.0M	$8.2M	0.0%	$123.9B
BlackRock	635.1K	$5.2M	0.0%	$5723.5B
Man Group	590.8K	$4.8M	0.0%	$55.1B
Tudor	541.5K	$4.4M	0.0%	$53.9B
PDT Partners	238.9K	$2.0M	0.1%	$1.7B
Geode Capital	236.8K	$1.9M	0.0%	$1607.5B
Caxton	222.4K	$1.8M	0.0%	$4.4B
Citadel	211.3K	$1.7M	0.0%	$618.5B
Point72	171.5K	$1.4M	0.0%	$78.1B
Gabelli	150.0K	$1.2M	0.0%	$14.8B
ExodusPoint	141.6K	$1.2M	0.0%	$12.4B
Millennium	117.5K	$961K	0.0%	$240.3B
DFA	103.0K	$842K	0.0%	$481.4B
Brevan Howard	65.1K	$533K	0.0%	$11.3B
Schonfeld	61.2K	$500K	0.0%	$14.2B
Fidelity (FMR)	58.8K	$481K	—	$1898.4B
Aristeia	58.4K	$478K	0.0%	$4.8B
Wellington	55.3K	$453K	0.0%	$535.5B
Winton	48.4K	$396K	0.0%	$2.9B
DE Shaw	44.4K	$363K	0.0%	$166.3B
Citadel	40.7K	$333K	0.0%	$618.5B
Balyasny	24.7K	$202K	0.0%	$77.1B
Capital World	20.0K	$164K	—	$732.9B
Tudor	12.5K	$102K	0.0%	$53.9B
Millennium	11.6K	$95K	—	$240.3B
Franklin Templeton	10.2K	$84K	—	$408.3B
Neuberger Berman (Eisman)	1.9K	$16K	—	$131.4B
LSV	1.2M	$10K	0.0%	$46.4M
AQR Capital	756	$6K	—	$218.4B
Northern Trust	53	$434	—	$756.6B

NAVI

Who Holds NAVI

Changes This Quarter