Whale Trading Patterns: Holding Period Analysis

Q: How long do substantial shareholders hold NZX stocks?

Across 1000 tracked positions, the median holding period is 152 days and the average is 423 days. The most common band is 0-90 days (393 positions).

Q: Why are profit and loss figures not shown?

Profit and loss figures for substantial holders are withheld while the calculation is rebuilt: some of the largest recorded positions are strategic or index holdings rather than trades, and some were priced on the wrong exchange.

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Whale Holding Patterns: Substantial Shareholder Holding Periods | NZXplorer

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Patterns & Insights

How long substantial shareholders hold their positions, by holding-period band and by sector.

Profit and loss figures are withheld while the calculation is rebuilt. Our recorded P&L for substantial holders did not survive a recompute: some of the largest “trades” are strategic or index holdings rather than trades, and some were priced on the wrong exchange. Until it is fixed, this page shows holdings and disclosure dates only, with no P&L, returns, win rates or rankings by performance.

Median Holding Period

152 days

Average 423 days (1.2 years)

Most Common Band

0-90 days

393 positions

Positions Tracked

1000

across 11 sectors

Positions by Holding Period

Holding Period	Positions	Share of positions
0-90 days	393	39.3%
91-180 days	136	13.6%
181-365 days (6m-1y)	150	15.0%
1-2 years	121	12.1%
2-3 years	92	9.2%
3+ years	107	10.7%

Sector Holding Patterns

Average holding period by sector, for the sectors with the most positions.

Sector	Positions	Avg Holding
Industrials	180	301 days (0.8 yrs)
Communication Services	135	395 days (1.1 yrs)
Healthcare	132	468 days (1.3 yrs)
Real Estate	125	380 days (1.0 yrs)
Consumer Staples	98	377 days (1.0 yrs)
Consumer Discretionary	94	696 days (1.9 yrs)
Information Technology	72	407 days (1.1 yrs)
Financials	72	462 days (1.3 yrs)
Utilities	59	407 days (1.1 yrs)
Materials	26

Disclaimer

Data sourced from NZX disclosures. Our datasets may not be complete and we are continuously updating and adding more data to the platform.

This analysis is provided for informational and educational purposes only. Nothing on this page constitutes financial, investment, legal, or tax advice. Always conduct your own research and consult with qualified professionals before making any investment decisions.

Data sourced from publicly available NZX disclosures. Our datasets may not be complete. Automated analysis can produce errors. If you believe any data on this page is incorrect, please contact us at hello@nzxplorer.co.nz. Past performance does not indicate future results. For informational purposes only. Not investment advice.