Healthwell Acquisition Corp. I - 42227R109

Detailed investor-level table based on 13F positions.
Early Q3 2023 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2023 · Compare: Q1 2023
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Magnetar Financial LLC History Reduced 2,343,928 24,095 0.53% 0.47% 1 -26,972 -1.14% Q2 2023 Aug 11, 2023
JPMORGAN CHASE & CO History New 1,290,000 13,261 0.0% 2 +1,290,000 New Q2 2023 Aug 11, 2023
BANK OF MONTREAL /CAN/ History Reduced 1,250,000 12,862 0.0% 0.01% 3 -24,956 -1.96% Q2 2023 Aug 02, 2023
ARISTEIA CAPITAL LLC History No change 1,050,000 10,794 0.24% 0.25% 4 0 0.0% Q2 2023 Aug 14, 2023
MILLENNIUM MANAGEMENT LLC History No change 930,000 9,560 0.0% 0.01% 5 0 0.0% Q2 2023 Aug 14, 2023
Apollo Management Holdings, L.P. History Reduced 888,240 9,131 0.08% 0.21% 6 -1,440,000 -61.85% Q2 2023 Dec 01, 2023
MARSHALL WACE, LLP History No change 592,874 6,094 0.01% 0.01% 7 0 0.0% Q2 2023 Aug 14, 2023
Calamos Advisors LLC History No change 512,066 5,264 0.03% 0.03% 8 0 0.0% Q2 2023 Jul 28, 2023
WOLVERINE ASSET MANAGEMENT LLC History Added to 440,599 4,529 0.05% 0.04% 9 +103,077 30.54% Q2 2023 Aug 07, 2023
Woodline Partners LP History No change 300,000 3,084 0.04% 0.04% 10 0 0.0% Q2 2023 Aug 14, 2023
GOLDMAN SACHS GROUP INC History No change 282,693 2,906 0.0% 0.0% 11 0 0.0% Q2 2023 May 14, 2024
BANK OF AMERICA CORP /DE/ History No change 130,000 1,336 0.0% 0.0% 12 0 0.0% Q2 2023 Aug 14, 2023
AQR Arbitrage LLC History New 125,076 1,285 0.06% 13 +125,076 New Q2 2023 Aug 14, 2023
PICTON MAHONEY ASSET MANAGEMENT History New 124,180 1,276 0.06% 14 +124,180 New Q2 2023 Aug 03, 2023
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History No change 102,412 1,052 0.01% 0.01% 15 0 0.0% Q2 2023 Aug 09, 2023
WHITEBOX ADVISORS LLC History No change 75,000 771 0.02% 0.03% 16 0 0.0% Q2 2023 Aug 14, 2023
TWO SIGMA INVESTMENTS, LP History New 55,729 572 0.0% 17 +55,729 New Q2 2023 Aug 14, 2023
Toroso Investments, LLC History Added to 44,078 453 0.01% 0.0% 18 +32,015 265.4% Q2 2023 Aug 14, 2023
Centiva Capital, LP History No change 37,327 383 0.01% 0.01% 19 0 0.0% Q2 2023 Aug 14, 2023
D. E. Shaw & Co., Inc. History No change 32,800 337 0.0% 0.0% 20 0 0.0% Q2 2023 Aug 14, 2023
Saba Capital Management, L.P. History No change 27,391 281 0.01% 0.01% 21 0 0.0% Q2 2023 Aug 14, 2023
Evercore Wealth Management, LLC History No change 13,000 133 0.0% 0.0% 22 0 0.0% Q2 2023 Aug 04, 2023
CANTOR FITZGERALD, L. P. History Closed out 0 0 0.27% -1,263,438 -100.0% Q1 2023 May 15, 2023
OAKTREE CAPITAL MANAGEMENT LP History Closed out 0 0 0.01% -100,000 -100.0% Q1 2023 Aug 25, 2023
Tower Research Capital LLC (TRC) History New 23 0 +23 New Q2 2023 Aug 14, 2023
DEUTSCHE BANK AG\ History New 20 0 +20 New Q2 2023 Aug 14, 2023