Question 1

Which hedge funds and institutional investors hold OTX?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for OTX?

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 OTX?

Accepted Answer

QoQ changes for OTX 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
Brandes	11.3M	$251.3M	1.8%	$14.1B
ClearBridge	2.4M	$52.5M	0.0%	$114.9B
GMO	1.7M	$37.8M	0.1%	$39.1B
Arrowstreet	1.5M	$34.0M	0.0%	$184.8B
DFA	455.8K	$10.1M	0.0%	$481.4B
Neuberger Berman (Eisman)	439.7K	$9.5M	0.0%	$131.4B
AQR Capital	430.4K	$9.5M	0.0%	$218.4B
Geode Capital	323.7K	$7.2M	0.0%	$1607.5B
Thornburg	170.7K	$3.8M	0.0%	$9.6B
American Century	132.9K	$3.0M	0.0%	$194.3B
Gotham Asset	132.0K	$2.9M	0.0%	$32.7B
Bridgewater	78.7K	$1.7M	0.0%	$22.4B
DE Shaw	54.5K	$1.2M	0.0%	$166.3B
Balyasny	36.8K	$818K	0.0%	$77.1B
Citadel	33.8K	$752K	0.0%	$618.5B
Franklin Templeton	19.3K	$429K	0.0%	$408.3B
Fidelity (FMR)	5.5K	$123K	—	$1898.4B
Wellington	4.5K	$99K	—	$535.5B
Citadel	2.3K	$51K	—	$618.5B
Mondrian	587	$18K	0.0%	$6.7B
BlackRock	100	$2K	—	$5723.5B
Northern Trust	11	$245	—	$756.6B
Acadian	9.8K	$217	0.0%	$70.5M
LSV	5.5K	$122	0.0%	$46.4M

OTX

Who Holds OTX

Changes This Quarter