Question 1

Which hedge funds and institutional investors hold HALO?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for HALO?

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 HALO?

Accepted Answer

QoQ changes for HALO 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	4.9M	$319.1M	0.0%	$2896.4B
William Blair	2.5M	$163.3M	0.5%	$30.3B
Arrowstreet	1.9M	$124.0M	0.1%	$184.8B
DE Shaw	1.8M	$115.2M	0.1%	$166.3B
Two Sigma	1.6M	$102.4M	0.1%	$123.9B
AQR Capital	1.0M	$64.6M	0.0%	$218.4B
Capital World	871.9K	$56.4M	0.0%	$732.9B
Gotham Asset	746.8K	$48.3M	0.1%	$32.7B
Renaissance Tech	731.8K	$47.3M	0.1%	$63.9B
Bridgewater	511.4K	$33.1M	0.1%	$22.4B
Millennium	471.3K	$30.5M	0.0%	$240.3B
Fisher Investments	444.7K	$28.7M	0.0%	$294.9B
Geode Capital	431.8K	$27.9M	0.0%	$1607.5B
Segall Bryant	298.1K	$19.3M	0.3%	$7.0B
American Century	208.1K	$13.4M	0.0%	$194.3B
Hudson Bay	130.0K	$8.4M	0.0%	$29.0B
DFA	109.5K	$7.1M	0.0%	$481.4B
Citadel	83.2K	$5.4M	0.0%	$618.5B
Citadel	48.0K	$3.1M	0.0%	$618.5B
Gabelli	46.2K	$3.0M	0.0%	$14.8B
Citadel	42.8K	$2.8M	0.0%	$618.5B
Marshall Wace	29.2K	$1.9M	0.0%	$100.4B
DE Shaw	20.9K	$1.4M	0.0%	$166.3B
Wellington	10.3K	$665K	0.0%	$535.5B
Tudor	10.2K	$659K	0.0%	$53.9B
Corsair Capital	10.0K	$646K	0.1%	$673.0M
DE Shaw	9.8K	$633K	0.0%	$166.3B
Winton	7.5K	$485K	0.0%	$2.9B
Franklin Templeton	5.4K	$348K	0.0%	$408.3B
Tudor	4.5K	$291K	0.0%	$53.9B
Man Group	4.1K	$264K	0.0%	$55.1B
Pzena	4.0K	$262K	0.0%	$30.8B
Neuberger Berman (Eisman)	2.6K	$168K	0.0%	$131.4B
Fidelity (FMR)	1.5K	$98K	—	$1898.4B
LSV	1.4M	$89K	0.2%	$46.4M
Northern Trust	223	$14K	—	$756.6B
BlackRock	68	$4K	—	$5723.5B
Epoch	18	$1K	—	$16.5B
Acadian	1.4K	$93	0.0%	$70.5M

HALO

Who Holds HALO

Changes This Quarter