Question 1

Which hedge funds and institutional investors hold SOLV?

Accepted Answer

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

Accepted Answer

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

Question 3

How current is the whale data for SOLV?

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 SOLV?

Accepted Answer

QoQ changes for SOLV 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
Trian Partners	8.2M	$537.9M	13.9%	$3.9B
State Street	6.4M	$418.4M	0.0%	$2896.4B
Davis Advisors	6.3M	$413.4M	1.9%	$21.8B
Arrowstreet	883.5K	$57.7M	0.0%	$184.8B
AQR Capital	728.7K	$47.1M	0.0%	$218.4B
Hotchkis & Wiley	693.1K	$45.3M	0.1%	$32.4B
Gotham Asset	622.8K	$40.7M	0.1%	$32.7B
Citadel	599.1K	$39.1M	0.0%	$618.5B
Millennium	540.3K	$35.3M	0.0%	$240.3B
Geode Capital	473.8K	$30.9M	0.0%	$1607.5B
Pzena	439.9K	$28.7M	0.1%	$30.8B
GMO	349.2K	$22.8M	0.1%	$39.1B
Fidelity (FMR)	213.6K	$13.9M	0.0%	$1898.4B
ExodusPoint	163.8K	$10.7M	0.1%	$12.4B
Adage Capital	140.0K	$9.1M	0.0%	$64.8B
DE Shaw	138.6K	$9.1M	0.0%	$166.3B
Brevan Howard	85.6K	$5.6M	0.0%	$11.3B
Edgewood	64.7K	$4.2M	0.0%	$15.5B
Citadel	58.2K	$3.8M	0.0%	$618.5B
DFA	31.6K	$2.1M	0.0%	$481.4B
Man Group	25.7K	$1.7M	0.0%	$55.1B
Northern Trust	19.2K	$1.3M	0.0%	$756.6B
WorldQuant	16.6K	$1.1M	0.0%	$25.9B
Mondrian	14.7K	$959K	0.0%	$6.7B
Schonfeld	10.9K	$713K	0.0%	$14.2B
American Century	10.7K	$696K	0.0%	$194.3B
Gabelli	9.3K	$609K	0.0%	$14.8B
Wellington	7.9K	$516K	0.0%	$535.5B
Citadel	5.0K	$327K	0.0%	$618.5B
ClearBridge	3.7K	$242K	0.0%	$114.9B
Bridgewater	3.4K	$221K	0.0%	$22.4B
Neuberger Berman (Eisman)	676	$44K	—	$131.4B
BlackRock	649	$42K	—	$5723.5B
Kayne Anderson	612	$40K	0.0%	$34.0B
Acadian	429.1K	$28K	0.0%	$70.5M
Franklin Templeton	89	$6K	—	$408.3B
LSV	2.5K	$162	0.0%	$46.4M

SOLV

Who Holds SOLV

Changes This Quarter