Question 1

Which hedge funds and institutional investors hold XLV?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for XLV?

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 XLV?

Accepted Answer

QoQ changes for XLV 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
Marshall Wace	1.8M	$263.3M	0.3%	$100.4B
Citadel	1.2M	$177.3M	0.0%	$618.5B
State Street	1.1M	$164.6M	0.0%	$2896.4B
Millennium	1.1M	$154.7M	0.1%	$240.3B
Citadel	803.4K	$117.8M	0.0%	$618.5B
Millennium	581.2K	$85.2M	0.0%	$240.3B
Point72	545.1K	$79.9M	0.1%	$78.1B
Balyasny	460.0K	$67.4M	0.1%	$77.1B
Millennium	456.5K	$66.9M	0.0%	$240.3B
Point72	388.0K	$56.9M	0.1%	$78.1B
Fidelity (FMR)	195.6K	$28.7M	0.0%	$1898.4B
Point72	171.5K	$25.1M	0.0%	$78.1B
Balyasny	153.4K	$22.5M	0.0%	$77.1B
Two Sigma	145.5K	$21.3M	0.0%	$123.9B
Fisher Investments	142.9K	$20.9M	0.0%	$294.9B
Tudor	99.3K	$14.6M	0.0%	$53.9B
Renaissance Tech	91.7K	$13.4M	0.0%	$63.9B
Tudor	78.5K	$11.5M	0.0%	$53.9B
AQR Capital	51.3K	$7.5M	0.0%	$218.4B
Tudor	50.0K	$7.3M	0.0%	$53.9B
Northern Trust	49.3K	$7.2M	0.0%	$756.6B
Man Group	44.9K	$6.6M	0.0%	$55.1B
Man Group	44.9K	$6.6M	0.0%	$55.1B
Gotham Asset	41.2K	$6.0M	0.0%	$32.7B
BlackRock	19.2K	$2.8M	—	$5723.5B
Neuberger Berman (Eisman)	10.8K	$1.6M	0.0%	$131.4B
Man Group	9.0K	$1.3M	0.0%	$55.1B
Wellington	2.0K	$286K	0.0%	$535.5B
Franklin Templeton	928	$136K	—	$408.3B
Marshall Wace	400	$59K	0.0%	$100.4B
Kayne Anderson	130	$19K	0.0%	$34.0B

XLV

Who Holds XLV

Changes This Quarter