Question 1

Which hedge funds and institutional investors hold OLLI?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for OLLI?

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 OLLI?

Accepted Answer

QoQ changes for OLLI 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
Kayne Anderson	2.5M	$233.4M	0.7%	$34.0B
State Street	1.9M	$175.7M	0.0%	$2896.4B
Capital Research	1.4M	$125.9M	0.0%	$644.6B
Point72	1.0M	$96.0M	0.1%	$78.1B
Millennium	706.0K	$65.0M	0.0%	$240.3B
Capital World	695.5K	$64.0M	0.0%	$732.9B
PRIMECAP	516.6K	$47.5M	0.0%	$127.0B
Artisan Partners	462.9K	$42.6M	0.1%	$62.3B
Arrowstreet	414.3K	$38.1M	0.0%	$184.8B
Two Sigma	316.7K	$29.1M	0.0%	$123.9B
GMO	315.7K	$29.1M	0.1%	$39.1B
Geode Capital	234.4K	$21.6M	0.0%	$1607.5B
American Century	234.0K	$21.5M	0.0%	$194.3B
WorldQuant	147.9K	$13.6M	0.1%	$25.9B
Citadel	131.4K	$12.1M	0.0%	$618.5B
Man Group	116.0K	$10.7M	0.0%	$55.1B
Franklin Templeton	100.0K	$9.2M	0.0%	$408.3B
DFA	88.4K	$8.1M	0.0%	$481.4B
Tudor	78.6K	$7.2M	0.0%	$53.9B
BlackRock	75.3K	$6.9M	0.0%	$5723.5B
Marshall Wace	69.1K	$6.4M	0.0%	$100.4B
Balyasny	50.0K	$4.6M	0.0%	$77.1B
Winton	46.1K	$4.2M	0.1%	$2.9B
Gotham Asset	41.3K	$3.8M	0.0%	$32.7B
Balyasny	37.5K	$3.5M	0.0%	$77.1B
Citadel	30.5K	$2.8M	0.0%	$618.5B
Wellington	15.4K	$1.4M	0.0%	$535.5B
Citadel	8.1K	$746K	0.0%	$618.5B
DE Shaw	8.1K	$746K	0.0%	$166.3B
Caxton	6.2K	$569K	0.0%	$4.4B
Brevan Howard	3.9K	$359K	0.0%	$11.3B
DE Shaw	3.3K	$300K	0.0%	$166.3B
Maverick Capital	2.7K	$250K	0.0%	$8.7B
Northern Trust	2.3K	$212K	—	$756.6B
Neuberger Berman (Eisman)	1.8K	$167K	0.0%	$131.4B
Fidelity (FMR)	632	$58K	—	$1898.4B
AQR Capital	114	$10K	—	$218.4B
Acadian	1.0K	$95	0.0%	$70.5M

OLLI

Who Holds OLLI

Changes This Quarter