Whalen Wealth Portfolio Update
Whalen Wealth Management Discloses New Positions in Tech, Biotech, and Animal Health
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Key Points
1
ADI’s 13F shows institutional ownership at 86.81%, indicating heavy external participation beyond Whalen’s new 2,063-share position.
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Elanco Animal Health is highly institutional- and hedge fund–heavy, with 97.48% of shares owned by hedge funds and other institutions.
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RTX insider activity in the period included substantial sales by top executives: Troy D. Brunk sold 8,557 shares (~$1.80 million) and VP Kevin G. Dasilva sold 2,250 shares (~$488k).
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Halozyme Therapeutics shows a near-purely institutional ownership profile, with hedge funds owning 97.79% of the stock.
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Exelixis is heavily owned by hedge funds at 85.27% of shares, with multiple funds adding new positions in 2Q (e.g., OMERS Administration, Sanctuary Advisors).
Whalen Wealth Management disclosed a new $819,000 investment in Analog Devices during the second quarter, buying 2,063 shares of the semiconductor company Ticker Report. The move marks part of a broader diversification push by the investment firm into technology, animal health, and biotech sectors across five major positions totaling roughly $4.8 million Watchlist News.
Whalen's Five-Stock Diversification Play
Beyond Analog Devices, Whalen Wealth added stakes in four other companies during Q2. The firm bought 21,814 shares of Elanco Animal Health ($537,000), 11,898 shares of RTX Corporation ($2.257 million), 7,685 shares of Halozyme Therapeutics ($602,000), and 10,226 shares of Exelixis ($556,000) Watchlist News. Each position reflects Whalen's appetite for established players in growing sectors.
Heavy Hedge Fund Ownership Across All Holdings
Institutional investors dominate the companies Whalen picked. Analog Devices shows 86.81% institutional ownership Ticker Report. Elanco is even more dominated by funds, with 97.48% of shares owned by hedge funds and institutions Watchlist News. Halozyme reaches 97.79% hedge fund ownership Watchlist News. This means Whalen joins a crowded field of professional money in each stock.
RTX Insiders Sell Millions in Same Quarter
While Whalen bought RTX shares, the company's own executives headed for the exits. Troy D. Brunk, a top manager, sold 8,557 shares for roughly $1.80 million Watchlist News. Vice President Kevin G. Dasilva sold 2,250 shares for about $488,000 Watchlist News. These sales happened in the same period Whalen was building its position, suggesting insiders and outside investors saw the stock differently.
Exelixis Draws Fresh Hedge Fund Interest
Exelixis, the biotech stock Whalen added to, remains a favorite of large funds. Hedge funds own 85.27% of the company's shares Watchlist News. In the second quarter alone, multiple funds made new moves. OMERS Administration and Sanctuary Advisors both opened fresh positions Watchlist News. The heavy institutional footprint shows strong demand for the biotech name among professional investors.
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