Question 1

Which hedge funds and institutional investors hold WELL?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for WELL?

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 WELL?

Accepted Answer

QoQ changes for WELL 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	41.6M	$8.2B	0.3%	$2896.4B
Capital World	12.7M	$2.5B	0.3%	$732.9B
Capital Research	6.5M	$1.3B	0.2%	$644.6B
WCM	3.3M	$636.1M	1.5%	$43.8B
Geode Capital	2.3M	$452.1M	0.0%	$1607.5B
American Century	1.3M	$262.7M	0.1%	$194.3B
DE Shaw	1.2M	$233.7M	0.1%	$166.3B
WorldQuant	863.3K	$170.7M	0.7%	$25.9B
Wellington	676.1K	$133.7M	0.0%	$535.5B
Adage Capital	625.1K	$123.6M	0.2%	$64.8B
Balyasny	475.8K	$94.1M	0.1%	$77.1B
Millennium	413.8K	$81.8M	0.0%	$240.3B
PRIMECAP	384.3K	$76.0M	0.1%	$127.0B
Hudson Bay	235.3K	$46.5M	0.2%	$29.0B
Gotham Asset	222.4K	$44.0M	0.1%	$32.7B
Farallon Capital	200.0K	$39.5M	0.2%	$17.5B
Two Sigma	175.0K	$34.6M	0.0%	$123.9B
DFA	160.9K	$31.8M	0.0%	$481.4B
Citadel	130.6K	$25.8M	0.0%	$618.5B
Man Group	91.4K	$18.1M	0.0%	$55.1B
Citadel	82.8K	$16.4M	0.0%	$618.5B
DE Shaw	75.0K	$14.8M	0.0%	$166.3B
Northern Trust	66.7K	$13.2M	0.0%	$756.6B
ExodusPoint	66.2K	$13.1M	0.1%	$12.4B
Franklin Templeton	52.3K	$10.3M	0.0%	$408.3B
Fidelity (FMR)	23.9K	$4.7M	0.0%	$1898.4B
Tudor	14.7K	$2.9M	0.0%	$53.9B
Tudor	11.9K	$2.4M	0.0%	$53.9B
Neuberger Berman (Eisman)	10.2K	$2.0M	0.0%	$131.4B
Schonfeld	9.7K	$1.9M	0.0%	$14.2B
Millennium	7.5K	$1.5M	0.0%	$240.3B
Invesco	7.2K	$1.4M	0.0%	$653.3B
BlackRock	5.6K	$1.1M	—	$5723.5B
Marshall Wace	5.2K	$1.0M	0.0%	$100.4B
Millennium	5.0K	$989K	0.0%	$240.3B
Two Sigma	2.6K	$514K	0.0%	$123.9B
Two Sigma	1.9K	$376K	0.0%	$123.9B
Fisher Investments	1.4K	$277K	0.0%	$294.9B
Point72	1.1K	$217K	0.0%	$78.1B
Kayne Anderson	255	$50K	0.0%	$34.0B
Citadel	207	$41K	—	$618.5B
Acadian	22.7K	$4K	0.0%	$70.5M
AQR Capital	11	$2K	—	$218.4B

WELL

Who Holds WELL